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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

57 hedge funds and large institutions have $90.9M invested in Fidelity MSCI Energy Index ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
26
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$3.11M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$4.22M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.66M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$3.29M
5
GRP
5
Global Retirement Partners
California
$1.3M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$1.49M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.92M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.44M
5
CFD
5
Creative Financial Designs
Indiana
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$491K 25,017 +21,446 +601%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487K 24,826 -30,307 -55%
PAS
28
Partnervest Advisory Services
California
$435K 22,147 +2,761 +14%
Creative Planning
29
Creative Planning
Kansas
$417K 21,249 +7,456 +54%
NR
30
Newfound Research
Massachusetts
$386K 19,683 +19,683 New
LA
31
Lynch & Associates
Indiana
$384K 19,571 +339 +2%
FA
32
FDx Advisors
Illinois
$354K 18,031 -11,096 -38%
AW
33
ACG Wealth
Georgia
$340K 17,323 +433 +3%
FAM
34
Flaharty Asset Management
Florida
$326K 16,598 +16,598 New
PJSIMP
35
P.J. Schmidt Investment Management (PJS)
Wisconsin
$325K 16,545 +2,287 +16%
PAG
36
Private Advisor Group
New Jersey
$295K 15,012 +1,065 +8%
LPL Financial
37
LPL Financial
California
$288K 14,722 +2,565 +21%
KWMG
38
King Wealth Management Group
Florida
$287K 14,599 +526 +4%
VC
39
Vicus Capital
Pennsylvania
$232K 11,806 -10,316 -47%
KA
40
Kovack Advisors
Florida
$227K 11,543 +11,543 New
UBS Group
41
UBS Group
Switzerland
$215K 10,951 +5,714 +109%
BMCM
42
Bryn Mawr Capital Management
Pennsylvania
$208K 10,598 – –
AG
43
Advisor Group
Arizona
$89K 4,537 -1,105 -20%
GWM
44
Geneos Wealth Management
Colorado
$70K 3,571 +2,403 +206%
AA
45
Advisory Alpha
Michigan
$58K 2,975 +2,975 New
US Bancorp
46
US Bancorp
Minnesota
$49K 2,500 – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$47K 2,381 +292 +14%
KF
48
Krilogy Financial
Missouri
$39K 1,859 – –
HCA
49
Heck Capital Advisors
Wisconsin
$37.2K 1,895 +1,710 +924%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$26K 1,323 +1,323 New
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2
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