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Fidelity MSCI Energy Index ETF

50 hedge funds and large institutions have $123M invested in Fidelity MSCI Energy Index ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

109% more capital invested

Capital invested by funds: $58.7M → $123M (+$64.2M)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

14% more funds holding

Funds holding: 4450 (+6)

10.4% more ownership

Funds ownership: 17.65%28.04% (+10%)

Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
22
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
Cobiz Wealth
Colorado
-$222K -12,632 Closed
SAM
52
Shamrock Asset Management
Texas
-$179K -10,174 Closed
Creative Planning
53
Creative Planning
Kansas
-$9K -541 Closed
AIG
54
American International Group
New York
-$9K -500 Closed
MFS
55
MSI Financial Services
Massachusetts
-$2K -100 Closed