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Fidelity MSCI Energy Index ETF

96 hedge funds and large institutions have $97.9M invested in Fidelity MSCI Energy Index ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

16% more funds holding

Funds holding: 8396 (+13)

0.61% less ownership

Funds ownership: 23.93%23.33% (-0.61%)

3% less capital invested

Capital invested by funds: $101M → $97.9M (-$2.83M)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
28
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
1
Vicus Capital
Pennsylvania
$8.09M -$8.67M -552,977 -52%
Lido Advisors
2
Lido Advisors
California
$7.73M -$169K -10,774 -2%
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$7.64M +$1.31M +83,672 +21%
Bank of America
4
Bank of America
North Carolina
$7.52M +$3.55M +226,358 +93%
Stifel Financial
5
Stifel Financial
Missouri
$4.72M +$1.76M +112,411 +62%
ASN
6
Advisory Services Network
Georgia
$3.49M +$1.83M +116,977 +116%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.44M -$321K -20,460 -9%
BCI
8
Brinker Capital Investments
Pennsylvania
$3.31M +$388K +24,746 +14%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.25M -$356K -22,701 -10%
PCS
10
Personal CFO Solutions
New Jersey
$3.02M -$84.8K -5,409 -3%
JCM
11
Jacobi Capital Management
Pennsylvania
$2.96M +$52.4K +3,341 +2%
SPC
12
Sigma Planning Corp
Michigan
$2.54M +$50.3K +3,207 +2%
LPL Financial
13
LPL Financial
California
$2.51M +$90.6K +5,776 +4%
Truist Financial
14
Truist Financial
North Carolina
$2.32M +$2.27M +144,978 New
CWG
15
Cornerstone Wealth Group
North Carolina
$2.17M +$2.12M +135,496 New
CIA
16
Capital Investment Advisors
Georgia
$2.13M -$4.18M -266,387 -67%
ST
17
Spinnaker Trust
Maine
$2.1M +$220K +14,016 +12%
Citadel Advisors
18
Citadel Advisors
Florida
$1.71M -$498K -31,751 -23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.71M +$711K +45,323 +74%
PCM
20
Parsons Capital Management
Rhode Island
$1.58M +$1.55M +98,800 New
MWM
21
Maltin Wealth Management
New Jersey
$1.46M +$1.43M +91,066 New
FSC
22
Full Sail Capital
Oklahoma
$1.22M +$358K +22,847 +37%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.2M +$88.6K +5,649 +8%
RCYC
24
Richard C. Young & Co
Rhode Island
$1.09M +$1.07M +68,046 New
Jane Street
25
Jane Street
New York
$1.08M +$498K +31,730 +89%