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Fidelity MSCI Energy Index ETF

27 hedge funds and large institutions have $71.5M invested in Fidelity MSCI Energy Index ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more capital invested

Capital invested by funds: $17.9M → $71.5M (+$53.6M)

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

23% more funds holding

Funds holding: 2227 (+5)

19.18% more ownership

Funds ownership: 9.83%29.01% (+19%)

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$35M +$35.2M +1,576,681 +119,991%
ACM
2
Aviance Capital Management
Florida
$16M +$16.1M +722,478 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.46M +$1.95M +87,392 +128%
BRCM
4
Bright Rock Capital Management
Massachusetts
$3.38M
GA
5
Giralda Advisors
New York
$2.76M +$2.77M +124,347 New
SG Americas Securities
6
SG Americas Securities
New York
$2.22M
B
7
Bailard
California
$1.97M +$3.01K +135 +0.2%
RW
8
Rand Wealth
Maryland
$1.7M +$133K +5,941 +8%
SPC
9
Sigma Planning Corp
Michigan
$1.66M +$725K +32,527 +77%
CPA
10
Court Place Advisors
Maryland
$648K +$4.53K +203 +0.7%
UBS Group
11
UBS Group
Switzerland
$572K +$575K +25,777 New
TCM
12
Traynor Capital Management
Pennsylvania
$524K +$95.5K +4,283 +22%
CPSAC
13
Chas P. Smith & Associates (CPS)
Florida
$343K +$345K +15,472 New
WA
14
WFG Advisors
Texas
$328K +$296K +13,254 +869%
LA
15
Lynch & Associates
Indiana
$264K +$266K +11,905 New
AW
16
ACG Wealth
Georgia
$202K +$203K +9,116 New
ASN
17
Advisory Services Network
Georgia
$174K -$160K -7,194 -48%
Bank of America
18
Bank of America
North Carolina
$128K +$22K +985 +21%
Wells Fargo
19
Wells Fargo
California
$48K +$45.7K +2,050 +1,553%
Morgan Stanley
20
Morgan Stanley
New York
$28K -$1.33M -59,649 -98%
Creative Planning
21
Creative Planning
Kansas
$11K +$11.2K +500 New
AWS
22
Aris Wealth Services
Pennsylvania
$10K -$298K -13,358 -97%
TIM
23
Tortoise Investment Management
New York
$5K +$4.91K +220 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2K
TRCT
25
Tower Research Capital (TRC)
New York
$1K +$803 +36 New