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Fidelity MSCI Energy Index ETF

91 hedge funds and large institutions have $102M invested in Fidelity MSCI Energy Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 9391 (-2)

4.39% less ownership

Funds ownership: 27.85%23.46% (-4.4%)

38% less capital invested

Capital invested by funds: $165M → $102M (-$62.4M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
29
Reduced
29
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Advisory Alpha
Michigan
$176K +$172K +9,272 +1,007%
BB
52
Busey Bank
Illinois
$173K
CCG
53
Ceeto Capital Group
Florida
$156K -$92.7K -5,000 -33%
BCP
54
Blue Chip Partners
Michigan
$150K +$178K +9,623 New
UBS Group
55
UBS Group
Switzerland
$148K -$72.6K -3,915 -29%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$145K -$156K -8,424 -48%
FHA
57
Flagship Harbor Advisors
Massachusetts
$140K +$164K +8,843 +5,264%
GWM
58
Geneos Wealth Management
Colorado
$128K
CH
59
Canton Hathaway
Rhode Island
$125K +$30.7K +1,654 +26%
SIAS
60
Shine Investment Advisory Services
Colorado
$114K +$1.06K +57 +0.8%
AF
61
Advisornet Financial
Minnesota
$102K -$34K -1,836 -22%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$83K -$357K -19,264 -78%
AG
63
Advisor Group
Arizona
$80K +$1.09K +59 +1%
MCM
64
MV Capital Management
Maryland
$51K +$60.3K +3,251 New
MA
65
MCF Advisors
Kentucky
$43K +$50.5K +2,725 New
RWA
66
River Wealth Advisors
Pennsylvania
$29K -$742 -40 -2%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$28K -$2.97K -160 -8%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$28K -$2.45K -132 -7%
IA
69
IFP Advisors
Florida
$25K -$594K -32,055 -95%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$22K +$204 +11 +0.8%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$14.1K -759 -38%
SBL
72
Sargent Bickham Lagudis
Colorado
$19K -$5.45K -294 -20%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$17K +$20K +1,078 New
RCG
74
Ruggie Capital Group
Florida
$17K +$20K +1,078 New
LC
75
Lavaca Capital
Texas
$16K +$18.5K +1,000 New