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Fidelity MSCI Energy Index ETF

99 hedge funds and large institutions have $171M invested in Fidelity MSCI Energy Index ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
37
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$19.7M 1,088,506 +1,088,506 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.8M 1,039,606 +1,015,765 +4,261%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M 722,823 +137,125 +23%
VC
4
Vicus Capital
Pennsylvania
$11M 602,806 +553,430 +1,121%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.59M 475,335 +68,286 +17%
CIA
6
Capital Investment Advisors
Georgia
$7.49M 414,323 -5,590 -1%
ST
7
Spinnaker Trust
Maine
$6.77M 374,375 +719 +0.2%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$6.75M 373,215 +6,587 +2%
Lido Advisors
9
Lido Advisors
California
$6.19M 342,138 +46,492 +16%
ASN
10
Advisory Services Network
Georgia
$5.34M 295,308 +223,549 +312%
VCM
11
Verger Capital Management
North Carolina
$4.93M 272,580 -113,185 -29%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.79M 265,161 +82,183 +45%
Bank of America
13
Bank of America
North Carolina
$4.13M 228,378 -78,553 -26%
Stifel Financial
14
Stifel Financial
Missouri
$3.67M 202,552 -80,497 -28%
SSW
15
Smith Shellnut Wilson
Mississippi
$3.66M 202,501 +202,501 New
SPC
16
Sigma Planning Corp
Michigan
$3.55M 196,419 +30,527 +18%
JCM
17
Jacobi Capital Management
Pennsylvania
$3.31M 183,174 -1,088 -0.6%
SB
18
Suntrust Banks
Georgia
$2.7M 149,046 +12,891 +9%
PAIM
19
Punch & Associates Investment Management
Minnesota
$2.35M 130,068 +67,913 +109%
MFM
20
Mirsky Financial Management
New York
$2.27M 125,599 +31,275 +33%
ECM
21
Exchange Capital Management
Michigan
$2.24M 123,917 +21,879 +21%
NAM
22
NorthCoast Asset Management
Connecticut
$1.88M 104,217 +104,217 New
KCM
23
Karp Capital Management
California
$1.69M 93,535 +93,535 New
B
24
Bailard
California
$1.47M 81,203 -21,770 -21%
PFM
25
Parsec Financial Management
North Carolina
$1.46M 80,660 +3,710 +5%