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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

58 hedge funds and large institutions have $123M invested in Fidelity MSCI Energy Index ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
17
Increased
22
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$21.1M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$9.29M
3
CFD
3
Creative Financial Designs
Indiana
$2.95M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.31M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.73M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
AIA
2
Allegis Investment Advisors
Idaho
$0
3
JCM
3
Jacobi Capital Management
Pennsylvania
$4.53M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.12M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.29M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
26
Vicus Capital
Pennsylvania
$469K 22,122 +22,122 New
PAS
27
Partnervest Advisory Services
California
$411K 19,386 -548 -3%
LA
28
Lynch & Associates
Indiana
$407K 19,232 +5 +0%
AW
29
ACG Wealth
Georgia
$358K 16,890 +2,141 +15%
PJSIMP
30
P.J. Schmidt Investment Management (PJS)
Wisconsin
$302K 14,258 +422 +3%
KWMG
31
King Wealth Management Group
Florida
$298K 14,073 +14,073 New
PAG
32
Private Advisor Group
New Jersey
$294K 13,947 -900 -6%
Creative Planning
33
Creative Planning
Kansas
$292K 13,793 +10,407 +307%
Lido Advisors
34
Lido Advisors
California
$279K 13,158 +13,158 New
LPL Financial
35
LPL Financial
California
$261K 12,157 +685 +6%
BMCM
36
Bryn Mawr Capital Management
Pennsylvania
$224K 10,598 +10,598 New
RPG
37
Risk Paradigm Group
Texas
$217K 10,222 -2,797 -21%
Mariner
38
Mariner
Kansas
$200K 9,457 -29,458 -76%
GRP
39
Global Retirement Partners
California
$176K 8,330 +8,330 New
RFWA
40
RPg Family Wealth Advisory
Massachusetts
$168K 7,922 -33 -0.4%
AG
41
Advisor Group
Arizona
$120K 5,642 +1,161 +26%
UBS Group
42
UBS Group
Switzerland
$111K 5,237 +3,977 +316%
IA
43
IFP Advisors
Florida
$76K 3,571 +1,155 +48%
US Bancorp
44
US Bancorp
Minnesota
$53K 2,500 – –
SFS
45
Sowell Financial Services
Arkansas
$49K 2,377 +2,377 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$45K 2,089 -9,243 -82%
KF
47
Krilogy Financial
Missouri
$39K 1,859 -113 -6%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$28K 1,329 +1,329 New
NFG
49
Next Financial Group
Texas
$27K 1,286 – –
SAM
50
Shamrock Asset Management
Texas
$26K 1,210 +1,210 New
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