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Fidelity MSCI Energy Index ETF

58 hedge funds and large institutions have $71.8M invested in Fidelity MSCI Energy Index ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5758 (+1)

2.64% less ownership

Funds ownership: 19.72%17.08% (-2.6%)

21% less capital invested

Capital invested by funds: $90.9M → $71.8M (-$19.1M)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
1
Spinnaker Trust
Maine
$8.96M -$205K -10,960 -2%
Bank of America
2
Bank of America
North Carolina
$7.94M -$2.99M -159,565 -27%
SPC
3
Sigma Planning Corp
Michigan
$7.08M +$69.2K +3,697 +0.9%
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$5.93M +$352K +18,823 +6%
BRCM
5
Bright Rock Capital Management
Massachusetts
$4.57M
BCI
6
Brinker Capital Investments
Pennsylvania
$4.44M +$599K +32,000 +15%
JCM
7
Jacobi Capital Management
Pennsylvania
$4.22M -$8.7K -465 -0.2%
RW
8
Rand Wealth
Maryland
$3.98M -$117K -6,255 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.88M -$1.23M -65,530 -29%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.49M +$1.08M +57,961 +72%
ASN
11
Advisory Services Network
Georgia
$2.35M -$520K -27,784 -18%
Morgan Stanley
12
Morgan Stanley
New York
$1.45M +$207K +11,079 +16%
GRP
13
Global Retirement Partners
California
$1.38M +$199K +10,627 +16%
Wells Fargo
14
Wells Fargo
California
$1.07M -$5.99K -320 -0.5%
WA
15
WFG Advisors
Texas
$1.03M +$390K +20,860 +57%
CFD
16
Creative Financial Designs
Indiana
$993K -$316K -16,891 -23%
SB
17
Suntrust Banks
Georgia
$901K +$937K +50,099 New
CPA
18
Court Place Advisors
Maryland
$860K +$2.62K +140 +0.3%
Creative Planning
19
Creative Planning
Kansas
$771K +$405K +21,633 +102%
Lido Advisors
20
Lido Advisors
California
$723K +$190K +10,152 +34%
BFA
21
Beaumont Financial Advisors
Massachusetts
$708K -$684K -36,558 -48%
TCM
22
Traynor Capital Management
Pennsylvania
$690K -$39.2K -2,093 -5%
B
23
Bailard
California
$656K -$12.2K -650 -2%
VC
24
Vicus Capital
Pennsylvania
$458K +$256K +13,683 +116%
TRCT
25
Tower Research Capital (TRC)
New York
$450K +$468K +25,030 New