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Fidelity MSCI Energy Index ETF

42 hedge funds and large institutions have $56.9M invested in Fidelity MSCI Energy Index ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

49% more capital invested

Capital invested by funds: $38.3M → $56.9M (+$18.6M)

31% more funds holding

Funds holding: 3242 (+10)

4.86% more ownership

Funds ownership: 16.16%21.02% (+4.9%)

Holders
42
Holders Change
+10
Holders Change %
+31.25%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.78M +$10.6M +567,010 +11,309%
ST
2
Spinnaker Trust
Maine
$7.2M +$1.86M +99,182 +31%
BCI
3
Brinker Capital Investments
Pennsylvania
$6.32M +$1.38M +74,000 +25%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.58M -$237K -12,674 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.18M +$793K +42,416 +21%
RW
6
Rand Wealth
Maryland
$4.08M -$1.76M -94,250 -28%
BRCM
7
Bright Rock Capital Management
Massachusetts
$3.1M +$552K +29,500 +19%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$2.82M +$1.67M +89,014 +117%
Goldman Sachs
9
Goldman Sachs
New York
$1.95M -$60.9K -3,255 -3%
SPC
10
Sigma Planning Corp
Michigan
$1.76M +$647K +34,585 +51%
GA
11
Giralda Advisors
New York
$1.6M +$1.75M +93,640 New
Morgan Stanley
12
Morgan Stanley
New York
$970K +$1.03M +55,202 +3,573%
Wells Fargo
13
Wells Fargo
California
$875K +$865K +46,237 +936%
BFA
14
Beaumont Financial Advisors
Massachusetts
$826K +$904K +48,340 New
SIAS
15
Shine Investment Advisory Services
Colorado
$822K +$585K +31,270 +186%
CW
16
Cobiz Wealth
Colorado
$702K +$769K +41,084 New
CPA
17
Court Place Advisors
Maryland
$668K -$44.8K -2,396 -6%
CP
18
Coho Partners
Pennsylvania
$661K +$723K +38,664 New
TCM
19
Traynor Capital Management
Pennsylvania
$549K +$31.6K +1,687 +6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$503K +$550K +29,396 New
Citadel Advisors
21
Citadel Advisors
Florida
$481K +$526K +28,135 New
LPL Financial
22
LPL Financial
California
$472K +$516K +27,560 New
VKH
23
Virtu KCG Holdings
New York
$397K +$434K +23,226 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$368K +$24.4K +1,304 +6%
PWM
25
Patriot Wealth Management
Texas
$253K +$277K +14,830 New