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Fidelity MSCI Energy Index ETF

86 hedge funds and large institutions have $128M invested in Fidelity MSCI Energy Index ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.73% less ownership

Funds ownership: 32.62%26.89% (-5.7%)

13% less funds holding

Funds holding: 9986 (-13)

25% less capital invested

Capital invested by funds: $171M → $128M (-$42.4M)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
86
Holders Change
-13
Holders Change %
-13.13%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
30
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$3K
SIS
77
Sound Income Strategies
Florida
$3K
EIP
78
Ellis Investment Partners
Pennsylvania
$3K +$3.07K +176 New
AIA
79
Armor Investment Advisors
North Carolina
$2K
LPWM
80
Lake Point Wealth Management
Texas
$2K
LWA
81
Lowe Wealth Advisors
Maryland
$2K +$1.92K +110 New
MWC
82
MKD Wealth Coaches
Michigan
$1K
BFA
83
Beaumont Financial Advisors
Massachusetts
-$19.7M -1,088,506 Closed
SSW
84
Smith Shellnut Wilson
Mississippi
-$3.66M -202,501 Closed
KCM
85
Karp Capital Management
California
-$1.69M -93,535 Closed
Jane Street
86
Jane Street
New York
-$1.45M -80,212 Closed
CWG
87
Cornerstone Wealth Group
North Carolina
-$1.34M -73,891 Closed
RJFSA
88
Raymond James Financial Services Advisors
Florida
-$1.21M -67,069 Closed
AW
89
ACG Wealth
Georgia
-$576K -31,876 Closed
SFA
90
Sequoia Financial Advisors
Ohio
-$313K -17,302 Closed
BTS
91
BB&T Securities
Virginia
-$250K -13,862 Closed
SS
92
Sunbelt Securities
Texas
-$235K -13,000 Closed
Creative Planning
93
Creative Planning
Kansas
-$206K -11,374 Closed
CA
94
Cetera Advisors
Colorado
-$81K -4,468 Closed
MWM
95
Meridian Wealth Management
Kentucky
-$355K -3,604 Closed
AF
96
Advisornet Financial
Minnesota
-$45K -2,484 Closed
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
-$25K -1,405 Closed
LC
98
Lavaca Capital
Texas
-$18K -1,000 Closed
S
99
SignatureFD
Georgia
-$2K -100 Closed
CB
100
CNB Bank
Pennsylvania
-$1K -43 Closed