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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

44 hedge funds and large institutions have $58.7M invested in Fidelity MSCI Energy Index ETF in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$1.41M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$4.25M
3
ST
3
Spinnaker Trust
Maine
$8.43M
4
BRCM
4
Bright Rock Capital Management
Massachusetts
$4.19M
5
B
5
Bailard
California
$785K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.02M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
SIAS
3
Shine Investment Advisory Services
Colorado
$0
4
CP
4
Coho Partners
Pennsylvania
$0
5
RW
5
Rand Wealth
Maryland
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$235K 13,383 +11,713 +701%
CW
27
Cobiz Wealth
Colorado
$222K 12,632 -28,452 -69%
PAS
28
Partnervest Advisory Services
California
$205K 11,688 +11,688 New
SAM
29
Shamrock Asset Management
Texas
$179K 10,174 -1,817 -15%
RFWA
30
RPg Family Wealth Advisory
Massachusetts
$162K 9,227 +9,227 New
UBS Group
31
UBS Group
Switzerland
$104K 5,900 +3,396 +136%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50K 2,874 +2,874 New
KF
33
Krilogy Financial
Missouri
$46K 2,634 +2,634 New
US Bancorp
34
US Bancorp
Minnesota
$44K 2,500 +2,500 New
NFG
35
Next Financial Group
Texas
$22K 1,285 +348 +37%
TIM
36
Tortoise Investment Management
New York
$18K 1,000 +1,000 New
Creative Planning
37
Creative Planning
Kansas
$9K 541 +49 +10%
AIG
38
American International Group
New York
$9K 500 +259 +107%
MFS
39
MSI Financial Services
Massachusetts
$2K 100 – –
IA
40
IFP Advisors
Florida
$2K 134 +134 New
Citigroup
41
Citigroup
New York
$1K 48 +48 New
BFA
42
Beaumont Financial Advisors
Massachusetts
– – -48,340 Closed
SIAS
43
Shine Investment Advisory Services
Colorado
– – -48,104 Closed
CP
44
Coho Partners
Pennsylvania
– – -38,664 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– – -29,396 Closed
Citadel Advisors
46
Citadel Advisors
Florida
– – -28,135 Closed
VKH
47
Virtu KCG Holdings
New York
– – -23,226 Closed
PWM
48
Patriot Wealth Management
Texas
– – -14,830 Closed
DADC
49
D.A. Davidson & Co
Montana
– – -355 Closed
BlackRock
50
BlackRock
New York
$0 4 – –
1
2
3