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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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

67% more capital invested

Capital invested by funds: $102M → $171M (+$68.4M)

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

9.16% more ownership

Funds ownership: 23.46%32.62% (+9.2%)

9% more funds holding

Funds holding: 9199 (+8)

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.14%
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 Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$19.7M +$19.1M +1,088,506 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.8M +$17.8M +1,015,765 +4,261%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M +$2.41M +137,125 +23%
VC
4
Vicus Capital
Pennsylvania
$11M +$9.72M +553,430 +1,121%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.59M +$1.2M +68,286 +17%
CIA
6
Capital Investment Advisors
Georgia
$7.49M -$98.2K -5,590 -1%
ST
7
Spinnaker Trust
Maine
$6.77M +$12.6K +719 +0.2%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$6.75M +$116K +6,587 +2%
Lido Advisors
9
Lido Advisors
California
$6.18M +$816K +46,492 +16%
ASN
10
Advisory Services Network
Georgia
$5.34M +$3.93M +223,549 +312%
VCM
11
Verger Capital Management
North Carolina
$4.93M -$1.99M -113,185 -29%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.79M +$1.44M +82,183 +45%
Bank of America
13
Bank of America
North Carolina
$4.13M -$1.38M -78,553 -26%
Stifel Financial
14
Stifel Financial
Missouri
$3.67M -$1.41M -80,497 -28%
SSW
15
Smith Shellnut Wilson
Mississippi
$3.66M +$3.56M +202,501 New
SPC
16
Sigma Planning Corp
Michigan
$3.55M +$536K +30,527 +18%
JCM
17
Jacobi Capital Management
Pennsylvania
$3.31M -$19.1K -1,088 -0.6%
SB
18
Suntrust Banks
Georgia
$2.69M +$226K +12,891 +9%
PAIM
19
Punch & Associates Investment Management
Minnesota
$2.35M +$1.19M +67,913 +109%
MFM
20
Mirsky Financial Management
New York
$2.27M +$549K +31,275 +33%
ECM
21
Exchange Capital Management
Michigan
$2.24M +$384K +21,879 +21%
NAM
22
NorthCoast Asset Management
Connecticut
$1.88M +$1.83M +104,217 New
KCM
23
Karp Capital Management
California
$1.69M +$1.64M +93,535 New
B
24
Bailard
California
$1.47M -$382K -21,770 -21%
PFM
25
Parsec Financial Management
North Carolina
$1.46M +$65.1K +3,710 +5%