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Fidelity MSCI Energy Index ETF

93 hedge funds and large institutions have $75.8M invested in Fidelity MSCI Energy Index ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

4% less funds holding

Funds holding: 9793 (-4)

9% less capital invested

Capital invested by funds: $83.5M → $75.8M (-$7.79M)

10.26% less ownership

Funds ownership: 26.24%15.98% (-10%)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
27
Reduced
23
Closed
27
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
SVB Wealth
Massachusetts
$111K -$93.9K -9,672 -46%
GWM
52
Geneos Wealth Management
Colorado
$111K +$8.25K +850 +8%
TIA
53
Traphagen Investment Advisors
New Jersey
$111K +$108K +11,149 New
BB
54
Busey Bank
Illinois
$110K
Millennium Management
55
Millennium Management
New York
$110K +$108K +11,107 New
FPGK
56
Financial Partners Group (Kansas)
Kansas
$108K +$105K +10,826 New
LWA
57
LWS Wealth Advisors
New Jersey
$100K +$97.9K +10,085 New
SFS
58
Sowell Financial Services
Arkansas
$80K
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$74K
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$58K
BWL
61
Bogart Wealth LLC
Virginia
$50K +$48.6K +5,000 New
CAN
62
Cetera Advisor Networks
California
$46K +$44.7K +4,599 New
Simplex Trading
63
Simplex Trading
Illinois
$46K +$45.6K +4,701 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$36K +$34.2K +3,519 +2,815%
RCA
65
Reitz Capital Advisors
Michigan
$34K +$33K +3,400 New
GRP
66
Global Retirement Partners
California
$26K -$816 -84 -3%
CIR
67
Clear Investment Research
Georgia
$24K +$23K +2,371 New
EIP
68
Ellis Investment Partners
Pennsylvania
$24K +$24.6K +2,529 New
FWM
69
Focused Wealth Management
New York
$23K -$8.15K -839 -26%
Franklin Resources
70
Franklin Resources
California
$20K +$19.2K +1,973 New
FHA
71
Flagship Harbor Advisors
Massachusetts
$19K -$1.47M -151,371 -99%
AA
72
AlphaMark Advisors
Kentucky
$17K
ACA
73
Atlas Capital Advisors
Wyoming
$16.6K -$7.33K -755 -31%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$16K +$8.91K +918 +128%
First Manhattan
75
First Manhattan
New York
$14K +$14.1K +1,450 New