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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
JP Morgan Chase
76
JP Morgan Chase
New York
$10K
WT
77
Washington Trust
Rhode Island
$10K
LDFR
78
Lehman & Derafelo Financial Resources
Pennsylvania
$9K
MA
79
MCF Advisors
Kentucky
$7K -$6.24K -643 -48%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$7K
VFA
81
Valeo Financial Advisors
Indiana
$7K +$97 +10 +1%
SSWG
82
Seven Springs Wealth Group
Tennessee
$7K +$6.78K +698 New
TCM
83
Tradewinds Capital Management
Washington
$5K +$58 +6 +1%
EW
84
Element Wealth
Mississippi
$3K +$39 +4 +1%
CFGS
85
Concourse Financial Group Securities
Alabama
$2K
SIS
86
Sound Income Strategies
Florida
$2K
APWM
87
Atlas Private Wealth Management
New York
$1K
LWA
88
Lowe Wealth Advisors
Maryland
$1K
GI
89
Gradient Investments
Minnesota
$1K +$553 +57 New
TCM
90
TD Capital Management
Tennessee
$1K +$971 +100 New
FI
91
FormulaFolio Investments
Michigan
-$13.8M -1,831,736 Closed
CIA
92
CSat Investment Advisory
Michigan
-$10.6M -1,412,230 Closed
TI
93
Tidal Investments
Wisconsin
-$10.6M -1,412,230 Closed
ST
94
Spinnaker Trust
Maine
-$3.98M -528,870 Closed
BCI
95
Brinker Capital Investments
Pennsylvania
-$1.78M -236,826 Closed
HT
96
HAP Trading
New York
-$1.29M -171,301 Closed
BFPW
97
BOK Financial Private Wealth
Colorado
-$444K -59,059 Closed
PD
98
Planning Directions
Pennsylvania
-$353K -46,882 Closed
NAM
99
NorthCoast Asset Management
Connecticut
-$338K -44,901 Closed
PG
100
Prostatis Group
Maryland
-$228K -30,334 Closed