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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

42 hedge funds and large institutions have $56.9M invested in Fidelity MSCI Energy Index ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
42
Holders Change
+10
Holders Change %
+31.25%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
15
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.78M
2
ST
2
Spinnaker Trust
Maine
$7.2M
3
GA
3
Giralda Advisors
New York
$1.6M
4
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$2.82M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$6.32M

Top Sellers

1
RW
1
Rand Wealth
Maryland
$4.08M
2
ZB
2
Zions Bancorporation
Utah
$0
3
B
3
Bailard
California
$0
4
ACM
4
Aviance Capital Management
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$43K
Name Market Value Shares Shares
Change 		Shares
Change %
LA
26
Lynch & Associates
Indiana
$248K 14,500 -763 -5%
AW
27
ACG Wealth
Georgia
$228K 13,326 +13,326 New
SAM
28
Shamrock Asset Management
Texas
$205K 11,991 +9,638 +410%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$76K 4,448 -3,938 -47%
WA
30
WFG Advisors
Texas
$68K 3,994 -2,732 -41%
UBS Group
31
UBS Group
Switzerland
$43K 2,504 -26,425 -91%
TRCT
32
Tower Research Capital (TRC)
New York
$43K 2,537 +2,537 New
ASN
33
Advisory Services Network
Georgia
$42K 2,482 +1,310 +112%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$29K 1,670 +1,670 New
NFG
35
Next Financial Group
Texas
$16K 937 +886 +1,737%
Creative Planning
36
Creative Planning
Kansas
$8K 492 +492 New
DADC
37
D.A. Davidson & Co
Montana
$6K 355 +355 New
AIG
38
American International Group
New York
$4K 241 +241 New
MFS
39
MSI Financial Services
Massachusetts
$2K 100 +100 New
B
40
Bailard
California
– – -55,620 Closed
ZB
41
Zions Bancorporation
Utah
– – -49,145 Closed
ACM
42
Aviance Capital Management
Florida
– – -37,882 Closed
Jane Street
43
Jane Street
New York
– – -21,229 Closed
KF
44
Krilogy Financial
Missouri
– – -2,405 Closed
ACM
45
Argentus Capital Management
Texas
$0 10 -704 -99%
TIM
46
Tortoise Investment Management
New York
– – -220 Closed
W
47
Wealthfront
California
– – -24 Closed
Parallax Volatility Advisers
48
Parallax Volatility Advisers
California
$0 1 – –
BlackRock
49
BlackRock
New York
$0 4 +4 New
1
2