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Fidelity MSCI Energy Index ETF

58 hedge funds and large institutions have $123M invested in Fidelity MSCI Energy Index ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

12% more funds holding

Funds holding: 5258 (+6)

9% more capital invested

Capital invested by funds: $112M → $123M (+$10.6M)

2.08% less ownership

Funds ownership: 25.82%23.74% (-2.1%)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
17
Increased
22
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$21.1M +$9.28M +457,531 +85%
Bank of America
2
Bank of America
North Carolina
$12.2M +$273K +13,459 +2%
ST
3
Spinnaker Trust
Maine
$11.3M -$216K -10,669 -2%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$9.29M +$9.28M +457,198 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$8.2M +$1.03M +50,852 +15%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$7.98M -$340K -16,776 -4%
SPC
7
Sigma Planning Corp
Michigan
$7.27M +$405K +19,963 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.73M +$1.73M +85,440 +37%
BRCM
9
Bright Rock Capital Management
Massachusetts
$5.38M +$319K +15,700 +7%
RW
10
Rand Wealth
Maryland
$4.64M -$27.4K -1,349 -0.6%
JCM
11
Jacobi Capital Management
Pennsylvania
$4.53M -$1.24M -60,926 -22%
CFD
12
Creative Financial Designs
Indiana
$2.95M +$2.83M +139,363 New
HighTower Advisors
13
HighTower Advisors
Illinois
$2.31M +$2.21M +108,795 New
BCI
14
Brinker Capital Investments
Pennsylvania
$2.01M
Morgan Stanley
15
Morgan Stanley
New York
$1.97M +$558K +27,504 +42%
Wells Fargo
16
Wells Fargo
California
$1.39M +$114K +5,594 +9%
Goldman Sachs
17
Goldman Sachs
New York
$1.29M -$1.07M -52,523 -46%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M +$1.06M +52,390 +1,910%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.12M -$1.07M -52,725 -50%
SG Americas Securities
20
SG Americas Securities
New York
$1.03M +$522K +25,710 +111%
CPA
21
Court Place Advisors
Maryland
$1.01M +$96.4K +4,751 +11%
WA
22
WFG Advisors
Texas
$874K +$81.2K +4,002 +11%
B
23
Bailard
California
$843K
FA
24
FDx Advisors
Illinois
$617K +$591K +29,127 New
TCM
25
Traynor Capital Management
Pennsylvania
$541K +$61.1K +3,011 +13%