We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

61 hedge funds and large institutions have $76.7M invested in Fidelity MSCI Energy Index ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $71.8M → $76.7M (+$4.87M)

5% more funds holding

Funds holding: 5861 (+3)

0.38% more ownership

Funds ownership: 17.08%17.45% (+0.38%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
1
Spinnaker Trust
Maine
$7.43M -$1.91M -106,125 -21%
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$6.19M -$58.7K -3,269 -1%
Bank of America
3
Bank of America
North Carolina
$5.8M -$2.43M -135,020 -31%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.05M +$4.57M +254,408 +1,910%
BRCM
5
Bright Rock Capital Management
Massachusetts
$4.82M
JCM
6
Jacobi Capital Management
Pennsylvania
$4.47M -$6.75K -376 -0.2%
SPC
7
Sigma Planning Corp
Michigan
$4.05M -$3.23M -179,649 -46%
RW
8
Rand Wealth
Maryland
$4.01M -$177K -9,864 -4%
ASN
9
Advisory Services Network
Georgia
$3.7M +$1.16M +64,480 +49%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.5M +$825K +45,950 +33%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.04M -$4.13K -230 -0.1%
PP
12
Pegasus Partners
Wisconsin
$2.93M +$2.78M +154,830 New
Morgan Stanley
13
Morgan Stanley
New York
$1.79M +$244K +13,608 +17%
VF
14
Virtu Financial
New York
$1.77M +$1.34M +74,544 +393%
US Bancorp
15
US Bancorp
Minnesota
$1.57M +$1.44M +80,150 +3,206%
SB
16
Suntrust Banks
Georgia
$1.55M +$570K +31,754 +63%
Lido Advisors
17
Lido Advisors
California
$1.38M +$594K +33,039 +82%
GRP
18
Global Retirement Partners
California
$1.35M -$101K -5,649 -7%
Creative Planning
19
Creative Planning
Kansas
$1.27M +$432K +24,032 +56%
CPA
20
Court Place Advisors
Maryland
$920K +$13.1K +727 +2%
Wells Fargo
21
Wells Fargo
California
$809K -$305K -16,971 -28%
CFD
22
Creative Financial Designs
Indiana
$793K -$239K -13,298 -24%
BFA
23
Beaumont Financial Advisors
Massachusetts
$746K
VC
24
Vicus Capital
Pennsylvania
$580K +$92K +5,122 +20%
TCM
25
Traynor Capital Management
Pennsylvania
$557K -$147K -8,162 -22%