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Fidelity MSCI Energy Index ETF

85 hedge funds and large institutions have $174M invested in Fidelity MSCI Energy Index ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

73% more capital invested

Capital invested by funds: $101M → $174M (+$73.2M)

10% more funds holding

Funds holding: 7785 (+8)

5.83% more ownership

Funds ownership: 20.89%26.73% (+5.8%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
36
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
FDx Advisors
Illinois
$245K +$239K +11,537 New
BMCM
52
Bryn Mawr Capital Management
Pennsylvania
$225K
UBS Group
53
UBS Group
Switzerland
$223K -$65.7K -3,174 -23%
SFA
54
Sequoia Financial Advisors
Ohio
$220K +$214K +10,337 New
PAG
55
Private Advisor Group
New Jersey
$209K +$207K +9,988 New
MSA
56
Marino Stram & Associates
Massachusetts
$187K +$182K +8,790 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$170K -$264K -12,754 -61%
SIAS
58
Shine Investment Advisory Services
Colorado
$153K +$890 +43 +0.6%
GWM
59
Geneos Wealth Management
Colorado
$106K +$4.8K +232 +5%
AIP
60
Almanack Investment Partners
Pennsylvania
$102K -$80.3K -3,883 -45%
IA
61
IFP Advisors
Florida
$77K +$11.4K +552 +18%
AG
62
Advisor Group
Arizona
$73K +$37.6K +1,819 +109%
US Bancorp
63
US Bancorp
Minnesota
$53K
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$35K
RWA
65
River Wealth Advisors
Pennsylvania
$33K +$32.1K +1,553 New
PA
66
Parallel Advisors
California
$32K +$31.2K +1,506 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$29K +$166 +8 +0.6%
RCAG
68
Rehmann Capital Advisory Group
Michigan
$27.6K +$8.36K +404 +45%
RWP
69
RWA Wealth Partners
Massachusetts
$27K +$18K +872 +211%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$25K -$5.17K -250 -17%
SBL
71
Sargent Bickham Lagudis
Colorado
$24K +$23.4K +1,130 New
AWA
72
Acorn Wealth Advisors
Michigan
$22K +$124 +6 +0.6%
RFWA
73
RPg Family Wealth Advisory
Massachusetts
$19.3K +$18.8K +907 New
MIM
74
Macroview Investment Management
Maryland
$17K
WEC
75
Winslow Evans & Crocker
Massachusetts
$16K