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Fidelity MSCI Energy Index ETF
FENY

50 hedge funds and large institutions have $123M invested in Fidelity MSCI Energy Index ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 9

109% more capital invested

Capital invested by funds: $58.7M → $123M (+$64.2M)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

14% more funds holding

Funds holding: 44 → 50 (+6)

10.4% more ownership

Funds ownership: 17.65% → 28.04% (+10%)

Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
22
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$13.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$7.33M
4
SPC
Sigma Planning Corp
Michigan
+$3.58M
5
IAM
ITS Asset Management
Pennsylvania
+$3.45M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$3.27M
2
TRCT
Tower Research Capital (TRC)
New York
-$353K
3
Morgan Stanley
Morgan Stanley
New York
-$289K
4
LPL Financial
LPL Financial
California
-$274K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WFG Advisors
Texas
$573K +$169K +8,987 +44%
TCM
27
Traynor Capital Management
Pennsylvania
$447K +$86.5K +4,615 +25%
LA
28
Lynch & Associates
Indiana
$409K +$51.2K +2,730 +15%
ACM
29
Argentus Capital Management
Texas
$387K +$374K +19,925 +199,250%
PAS
30
Partnervest Advisory Services
California
$383K +$151K +8,043 +69%
AW
31
ACG Wealth
Georgia
$299K -$15.8K -844 -5%
RPG
32
Risk Paradigm Group
Texas
$233K -$58.9K -3,143 -21%
PAG
33
Private Advisor Group
New Jersey
$217K +$212K +11,314 New
LPL Financial
34
LPL Financial
California
$201K -$274K -14,636 -58%
HIIFS
35
Harel Insurance Investments & Financial Services
Israel
$194K +$188K +10,020 New
RFWA
36
RPg Family Wealth Advisory
Massachusetts
$192K +$12.3K +655 +7%
Walleye Trading
37
Walleye Trading
New York
$145K +$140K +7,455 New
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59K +$3.49K +186 +6%
AG
39
Advisor Group
Arizona
$54K +$52.9K +2,822 New
KF
40
Krilogy Financial
Missouri
$50K -$638 -34 -1%
US Bancorp
41
US Bancorp
Minnesota
$49K – – –
IA
42
IFP Advisors
Florida
$47K +$42.8K +2,282 +1,703%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$26K -$226K -12,033 -90%
NFG
44
Next Financial Group
Texas
$24K +$19 +1 +0.1%
Citigroup
45
Citigroup
New York
$21K +$19.5K +1,038 +2,163%
TIM
46
Tortoise Investment Management
New York
$19K – – –
UBS Group
47
UBS Group
Switzerland
$16K -$95.6K -5,100 -86%
FMP
48
Financial Management Professionals
Texas
$11K +$10.8K +578 New
BlackRock
49
BlackRock
New York
$2K +$1.88K +100 +2,500%
TRCT
50
Tower Research Capital (TRC)
New York
– -$353K -20,130 Closed
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