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Fidelity MSCI Energy Index ETF

85 hedge funds and large institutions have $174M invested in Fidelity MSCI Energy Index ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

73% more capital invested

Capital invested by funds: $101M → $174M (+$73.2M)

10% more funds holding

Funds holding: 7785 (+8)

5.83% more ownership

Funds ownership: 20.89%26.73% (+5.8%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
36
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$37.3M +$35.5M +1,717,624 +4,328%
BTS
2
BB&T Securities
Virginia
$15.7M -$1.85M -89,494 -11%
ST
3
Spinnaker Trust
Maine
$10.6M +$74K +3,577 +0.7%
HighTower Advisors
4
HighTower Advisors
Illinois
$10.4M +$1.75M +84,747 +21%
VCM
5
Verger Capital Management
North Carolina
$9.81M -$454K -21,960 -5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.12M +$4.79M +231,665 +154%
SPC
7
Sigma Planning Corp
Michigan
$7.35M +$3.62M +174,908 +102%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$7.31M +$12.6K +609 +0.2%
Bank of America
9
Bank of America
North Carolina
$5.73M -$7.99K -386 -0.1%
ASN
10
Advisory Services Network
Georgia
$5.22M +$1.3M +62,686 +35%
PCM
11
Penserra Capital Management
California
$4.86M +$4.73M +228,790 New
RW
12
Rand Wealth
Maryland
$4.59M +$189K +9,145 +4%
JCM
13
Jacobi Capital Management
Pennsylvania
$4.57M -$391K -18,889 -8%
NR
14
Newfound Research
Massachusetts
$4.47M +$4.35M +210,385 New
Lido Advisors
15
Lido Advisors
California
$4.23M +$1.46M +70,656 +55%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.13M +$362K +17,491 +10%
Morgan Stanley
17
Morgan Stanley
New York
$2.95M +$837K +40,466 +41%
SB
18
Suntrust Banks
Georgia
$2.2M +$64.5K +3,115 +3%
GRP
19
Global Retirement Partners
California
$2.04M +$325K +15,728 +20%
VC
20
Vicus Capital
Pennsylvania
$1.88M +$762K +36,825 +71%
ECM
21
Exchange Capital Management
Michigan
$1.77M +$28.8K +1,392 +2%
WP
22
WealthSource Partners
California
$1.2M -$211K -10,195 -15%
CPA
23
Court Place Advisors
Maryland
$1.11M -$16.6K -802 -2%
SFS
24
Sowell Financial Services
Arkansas
$1.03M +$5.19K +251 +0.5%
Creative Planning
25
Creative Planning
Kansas
$1.02M -$237K -11,449 -19%