We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

96 hedge funds and large institutions have $97.9M invested in Fidelity MSCI Energy Index ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

16% more funds holding

Funds holding: 8396 (+13)

0.61% less ownership

Funds ownership: 23.93%23.33% (-0.61%)

3% less capital invested

Capital invested by funds: $101M → $97.9M (-$2.83M)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
28
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$221K +$216K +13,786 New
TCM
52
Traynor Capital Management
Pennsylvania
$201K -$20.1K -1,281 -9%
CS
53
Credit Suisse
Switzerland
$199K +$195K +12,424 New
RJA
54
Raymond James & Associates
Florida
$180K -$753 -48 -0.4%
BB
55
Busey Bank
Illinois
$178K
SWA
56
Stratos Wealth Advisors
Ohio
$167K +$164K +10,450 New
SFS
57
Sowell Financial Services
Arkansas
$166K -$39.7K -2,530 -20%
GWM
58
Geneos Wealth Management
Colorado
$164K +$12.1K +770 +8%
LWA
59
LWS Wealth Advisors
New Jersey
$130K +$127K +8,116 New
SIAS
60
Shine Investment Advisory Services
Colorado
$124K +$4.31K +275 +4%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$120K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$116K +$9.1K +580 +9%
OPS
63
Orion Portfolio Solutions
Nebraska
$100K +$97.8K +6,235 New
SSWG
64
Seven Springs Wealth Group
Tennessee
$97K +$94.8K +6,046 New
MA
65
MCF Advisors
Kentucky
$83K -$25.9K -1,651 -24%
UBS Group
66
UBS Group
Switzerland
$80K -$8.92K -569 -10%
AA
67
Ancora Advisors
Ohio
$77K +$75.9K +4,838 New
Deutsche Bank
68
Deutsche Bank
Germany
$71K +$70.3K +4,481 New
AA
69
Advisory Alpha
Michigan
$61.3K -$26.6K -1,695 -31%
FWM
70
Focused Wealth Management
New York
$56K -$99K -6,312 -64%
MCM
71
MV Capital Management
Maryland
$55K +$1.93K +123 +4%
EWM
72
EPG Wealth Management
Georgia
$53K +$51.7K +3,299 New
AWA
73
Arkadios Wealth Advisors
Georgia
$45.8K +$49.7K +3,171 New
EFSCE
74
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$37.6K +2,400 New
AA
75
AlphaMark Advisors
Kentucky
$27K -$6.27K -400 -19%