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Fidelity MSCI Energy Index ETF

87 hedge funds and large institutions have $61.8M invested in Fidelity MSCI Energy Index ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.32% less ownership

Funds ownership: 15.98%13.66% (-2.3%)

6% less funds holding

Funds holding: 9387 (-6)

12% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 33

18% less capital invested

Capital invested by funds: $75.8M → $61.8M (-$13.9M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $169K

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
29
Reduced
33
Closed
16
Calls
Puts
$169K
Net Calls
-$169K
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Sunbelt Securities
Texas
$407K +$482K +51,490 New
CIA
27
Capital Investment Advisors
Georgia
$398K -$16.2K -1,734 -3%
SWA
28
Stratos Wealth Advisors
Ohio
$392K +$17.3K +1,850 +4%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$369K +$10.2K +1,089 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$345K +$20.1K +2,143 +5%
LA
31
Lynch & Associates
Indiana
$313K +$720 +77 +0.2%
CCM
32
Cribstone Capital Management
Maine
$310K -$51.3K -5,488 -12%
NR
33
Newfound Research
Massachusetts
$289K -$964K -103,083 -74%
CPA
34
Court Place Advisors
Maryland
$263K -$7.77K -830 -2%
ASN
35
Advisory Services Network
Georgia
$258K -$10.7K -1,140 -3%
PAG
36
Private Advisor Group
New Jersey
$250K -$22.4K -2,389 -9%
IA
37
IFP Advisors
Florida
$242K +$1.04K +111 +0.4%
CFD
38
Creative Financial Designs
Indiana
$241K -$102K -10,880 -26%
TRCT
39
Tower Research Capital (TRC)
New York
$222K -$853K -91,128 -76%
VC
40
Vicus Capital
Pennsylvania
$186K -$194K -20,717 -47%
LI
41
LVZ Inc
Michigan
$171K +$202K +21,630 New
BCA
42
Bay Colony Advisors
Massachusetts
$153K +$1.71K +183 +1%
Prudential Financial
43
Prudential Financial
New Jersey
$131K +$155K +16,605 New
Jane Street
44
Jane Street
New York
$129K -$107K -11,413 -41%
Morgan Stanley
45
Morgan Stanley
New York
$120K -$473K -50,502 -77%
Wells Fargo
46
Wells Fargo
California
$113K -$16.3K -1,739 -11%
GWM
47
Geneos Wealth Management
Colorado
$100K +$8.42K +900 +8%
MHR
48
Matthew Hamilton Rosenberg
$98K
SW
49
SVB Wealth
Massachusetts
$96K +$9.03K +965 +9%
BB
50
Busey Bank
Illinois
$88K