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Fidelity MSCI Energy Index ETF

77 hedge funds and large institutions have $101M invested in Fidelity MSCI Energy Index ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
26
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BTS
1
BB&T Securities
Virginia
$15.5M 830,597 +830,597 New
ST
2
Spinnaker Trust
Maine
$9.23M 493,452 +103,765 +27%
VCM
3
Verger Capital Management
North Carolina
$9.05M 483,730 +483,730 New
HighTower Advisors
4
HighTower Advisors
Illinois
$7.57M 406,189 +52,615 +15%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$6.42M 343,233 +12,340 +4%
Bank of America
6
Bank of America
North Carolina
$5.05M 269,903 +13,594 +5%
JCM
7
Jacobi Capital Management
Pennsylvania
$4.28M 234,022 -3,231 -1%
RW
8
Rand Wealth
Maryland
$3.87M 206,800 -23,619 -10%
ASN
9
Advisory Services Network
Georgia
$3.37M 180,338 -57,218 -24%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.31M 176,985 +16,471 +10%
SPC
11
Sigma Planning Corp
Michigan
$3.2M 171,095 -23,429 -12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.81M 150,499 -22,725 -13%
Lido Advisors
13
Lido Advisors
California
$2.4M 128,482 +38,013 +42%
SB
14
Suntrust Banks
Georgia
$1.95M 104,237 +10,590 +11%
Morgan Stanley
15
Morgan Stanley
New York
$1.84M 98,367 +20,312 +26%
ECM
16
Exchange Capital Management
Michigan
$1.53M 81,906 +14,308 +21%
GRP
17
Global Retirement Partners
California
$1.5M 80,205 -746 -0.9%
WP
18
WealthSource Partners
California
$1.25M 66,830 -1,670 -2%
Creative Planning
19
Creative Planning
Kansas
$1.11M 59,340 -12,715 -18%
SFS
20
Sowell Financial Services
Arkansas
$1.01M 49,190 +49,190 New
CPA
21
Court Place Advisors
Maryland
$993K 53,091 +2,984 +6%
TRCT
22
Tower Research Capital (TRC)
New York
$989K 52,872 +41,945 +384%
VC
23
Vicus Capital
Pennsylvania
$968K 51,753 +18,015 +53%
SG Americas Securities
24
SG Americas Securities
New York
$805K 43,040 +43,040 New
BFA
25
Beaumont Financial Advisors
Massachusetts
$742K 39,686 -1,028,538 -96%