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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

70 hedge funds and large institutions have $114M invested in Fidelity MSCI Energy Index ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
20
Increased
28
Reduced
15
Closed
11
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$293K

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$21.4M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$6.86M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$2.4M
4
NR
4
Newfound Research
Massachusetts
$2.11M
5
BGC
5
Blue Granite Capital
South Carolina
$1.73M

Top Sellers

1
PP
1
Pegasus Partners
Wisconsin
$0
2
VF
2
Virtu Financial
New York
$0
3
US Bancorp
3
US Bancorp
Minnesota
$50K
4
Bank of America
4
Bank of America
North Carolina
$5.14M
5
CFD
5
Creative Financial Designs
Indiana
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
26
Traynor Capital Management
Pennsylvania
$649K 32,411 +3,004 +10%
Wells Fargo
27
Wells Fargo
California
$636K 31,713 -10,978 -26%
CW
28
Cobiz Wealth
Colorado
$629K 31,350 +31,350 New
B
29
Bailard
California
$572K 28,510 +5,850 +26%
PAS
30
Partnervest Advisory Services
California
$494K 24,661 -188 -0.8%
LA
31
Lynch & Associates
Indiana
$461K 22,998 +1,668 +8%
PJSIMP
32
P.J. Schmidt Investment Management (PJS)
Wisconsin
$440K 21,920 -342 -2%
CFD
33
Creative Financial Designs
Indiana
$431K 21,484 -20,348 -49%
SSWM
34
Smith Salley Wealth Management
North Carolina
$408K 20,373 +20,373 New
PAG
35
Pinnacle Advisory Group
Maryland
$405K 20,185 +20,185 New
LPL Financial
36
LPL Financial
California
$377K 18,798 +8,123 +76%
UBS Group
37
UBS Group
Switzerland
$368K 18,343 +13,380 +270%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$355K 17,687 +2,733 +18%
BCI
39
Brinker Capital Investments
Pennsylvania
$350K 17,435 -19 -0.1%
AW
40
ACG Wealth
Georgia
$332K 16,559 +323 +2%
FA
41
FDx Advisors
Illinois
$326K 16,273 +16,273 New
FPGK
42
Financial Partners Group (Kansas)
Kansas
$311K 15,490 +15,490 New
SCA
43
Snowden Capital Advisors
New York
$310K 15,471 +15,471 New
AB
44
AT Bancorp
Iowa
$257K 12,806 +12,806 New
PFA
45
Pathway Financial Advisors
Vermont
$249K 12,437 +12,437 New
TRCT
46
Tower Research Capital (TRC)
New York
$219K 10,927 +10,927 New
BMCM
47
Bryn Mawr Capital Management
Pennsylvania
$201K 10,598 – –
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167K 8,321 +4,208 +102%
SIAS
49
Shine Investment Advisory Services
Colorado
$142K 7,100 +46 +0.7%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$97K 4,837 +3,157 +188%
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