We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

93 hedge funds and large institutions have $165M invested in Fidelity MSCI Energy Index ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

9% more funds holding

Funds holding: 8593 (+8)

1.13% more ownership

Funds ownership: 26.73%27.85% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $174M → $165M (-$9.35M)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
33
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Almanack Investment Partners
Pennsylvania
-$102K -4,821 Closed
RWP
102
RWA Wealth Partners
Massachusetts
-$27K -1,285 Closed
AWA
103
Acorn Wealth Advisors
Michigan
-$22K -1,019 Closed
SEI Investments
104
SEI Investments
Pennsylvania
-$5K -215 Closed
HI
105
Hudock Inc
Pennsylvania
-$1K -91 Closed
BCI
106
Brinker Capital Investments
Pennsylvania
-$1K -62 Closed