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Fidelity MSCI Energy Index ETF

93 hedge funds and large institutions have $75.8M invested in Fidelity MSCI Energy Index ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

4% less funds holding

Funds holding: 9793 (-4)

9% less capital invested

Capital invested by funds: $83.5M → $75.8M (-$7.79M)

10.26% less ownership

Funds ownership: 26.24%15.98% (-10%)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
27
Reduced
23
Closed
27
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$515K +$503K +51,827 New
SWA
27
Stratos Wealth Advisors
Ohio
$474K +$350 +36 +0.1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$453K +$443K +45,646 New
CCM
29
Cribstone Capital Management
Maine
$444K +$434K +44,741 New
VC
30
Vicus Capital
Pennsylvania
$439K -$1.99M -204,750 -82%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$412K +$87.6K +9,026 +28%
CFD
32
Creative Financial Designs
Indiana
$410K +$116K +11,960 +41%
LA
33
Lynch & Associates
Indiana
$393K +$6.1K +628 +2%
CPA
34
Court Place Advisors
Maryland
$339K -$11.8K -1,211 -3%
ASN
35
Advisory Services Network
Georgia
$335K -$314K -32,363 -49%
IA
36
IFP Advisors
Florida
$296K -$169K -17,412 -37%
UBS Group
37
UBS Group
Switzerland
$290K +$182K +18,759 +179%
PAG
38
Private Advisor Group
New Jersey
$279K +$123K +12,658 +82%
Jane Street
39
Jane Street
New York
$275K +$269K +27,689 New
FP
40
Financial Perspectives
Minnesota
$211K +$200K +20,548 +3,128%
Ameriprise
41
Ameriprise
Minnesota
$206K +$54.4K +5,603 +37%
BCA
42
Bay Colony Advisors
Massachusetts
$190K -$11.4K -1,173 -6%
Wells Fargo
43
Wells Fargo
California
$160K -$3.05M -314,298 -95%
HF
44
HRT Financial
New York
$154K +$151K +15,518 New
CA
45
Clearstead Advisors
Ohio
$148K
PFM
46
Parsec Financial Management
North Carolina
$147K -$146K -15,040 -50%
SIAS
47
Shine Investment Advisory Services
Colorado
$144K
CFS
48
CRA Financial Services
New Jersey
$141K -$4.37K -450 -3%
MHR
49
Matthew Hamilton Rosenberg
$123K
Deutsche Bank
50
Deutsche Bank
Germany
$115K +$113K +11,624 New