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Fidelity MSCI Energy Index ETF

18 hedge funds and large institutions have $62.5M invested in Fidelity MSCI Energy Index ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,047% more capital invested

Capital invested by funds: $5.45M → $62.5M (+$57M)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

125% more funds holding

Funds holding: 818 (+10)

35.78% more ownership

Funds ownership: 13.1%48.88% (+36%)

Holders
18
Holders Change
+10
Holders Change %
+125%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
6
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$27M +$25.6M +928,619 New
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$16.2M +$15.3M +557,174 +185,725%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.83M +$7.42M +269,630 New
Morgan Stanley
4
Morgan Stanley
New York
$3.9M +$3.68M +133,786 +44,009%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.46M +$1.38M +50,264 New
Citigroup
6
Citigroup
New York
$1.45M +$1.38M +50,000 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.19M +$807K +29,311 +251%
Goldman Sachs
8
Goldman Sachs
New York
$1.15M -$3.14M -113,935 -74%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$803K +$219K +7,961 +40%
ACM
10
Argentus Capital Management
Texas
$582K +$552K +20,031 New
JG
11
Jefferies Group
New York
$359K -$79.2K -2,877 -19%
ASN
12
Advisory Services Network
Georgia
$280K +$28.4K +1,031 +12%
Jane Street
13
Jane Street
New York
$247K +$234K +8,502 New
SAM
14
Shamrock Asset Management
Texas
$29K +$27K +982 New
PAS
15
Partnervest Advisory Services
California
$6K +$28 +1 +0.5%
Creative Planning
16
Creative Planning
Kansas
$6K +$5.51K +200 New
U
17
UBS
Switzerland
$6K +$5.51K +200 New
WA
18
WFG Advisors
Texas
$6K +$5.51K +200 New