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Fidelity MSCI Energy Index ETF

77 hedge funds and large institutions have $101M invested in Fidelity MSCI Energy Index ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

10% more funds holding

Funds holding: 7077 (+7)

1.37% less ownership

Funds ownership: 22.26%20.89% (-1.4%)

11% less capital invested

Capital invested by funds: $114M → $101M (-$13M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
26
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
51
Shine Investment Advisory Services
Colorado
$134K +$843 +43 +0.6%
HCA
52
Heck Capital Advisors
Wisconsin
$102K +$36K +1,838 +51%
GWM
53
Geneos Wealth Management
Colorado
$89K
KF
54
Krilogy Financial
Missouri
$69K +$29.2K +1,490 +68%
IA
55
IFP Advisors
Florida
$62K
US Bancorp
56
US Bancorp
Minnesota
$47K
AG
57
Advisor Group
Arizona
$31K -$41K -2,091 -56%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$30K
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$27K +$28.2K +1,440 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$26K +$176 +9 +0.7%
SWP
61
Stratos Wealth Partners
Ohio
$24K -$50.9K -2,600 -67%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$137 +7 +0.6%
AWA
63
Acorn Wealth Advisors
Michigan
$21K +$118 +6 +0.6%
RCAG
64
Rehmann Capital Advisory Group
Michigan
$17K +$17.6K +896 New
RPG
65
Risk Paradigm Group
Texas
$17K
Deutsche Bank
66
Deutsche Bank
Germany
$16K +$17.2K +880 New
MIM
67
Macroview Investment Management
Maryland
$15K +$15.2K +777 New
WEC
68
Winslow Evans & Crocker
Massachusetts
$14K
IIC
69
Integrated Investment Consultants
Michigan
$10K +$10.2K +519 New
RWP
70
RWA Wealth Partners
Massachusetts
$8K +$8.09K +413 New
HI
71
Hudock Inc
Pennsylvania
$5K +$5.7K +291 New
SEI Investments
72
SEI Investments
Pennsylvania
$4K +$4.21K +215 New
AIA
73
Armor Investment Advisors
North Carolina
$3K
SIS
74
Sound Income Strategies
Florida
$3K
BRCM
75
Bright Rock Capital Management
Massachusetts
-$5.1M -254,200 Closed