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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

77 hedge funds and large institutions have $101M invested in Fidelity MSCI Energy Index ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
26
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$15.5M
2
VCM
2
Verger Capital Management
North Carolina
$9.05M
3
ST
3
Spinnaker Trust
Maine
$9.23M
4
SFS
4
Sowell Financial Services
Arkansas
$1.01M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$7.57M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$742K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$353K
3
BRCM
3
Bright Rock Capital Management
Massachusetts
$0
4
NR
4
Newfound Research
Massachusetts
$0
5
AIP
5
Almanack Investment Partners
Pennsylvania
$163K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
26
Traynor Capital Management
Pennsylvania
$595K 31,855 -556 -2%
Wells Fargo
27
Wells Fargo
California
$576K 30,801 -912 -3%
VF
28
Virtu Financial
New York
$554K 29,629 +29,629 New
CFD
29
Creative Financial Designs
Indiana
$546K 29,220 +7,736 +36%
Jane Street
30
Jane Street
New York
$525K 28,073 +28,073 New
B
31
Bailard
California
$502K 26,820 -1,690 -6%
LA
32
Lynch & Associates
Indiana
$486K 25,990 +2,992 +13%
WPP
33
Whalerock Point Partners
Rhode Island
$469K 25,091 +25,091 New
PAS
34
Partnervest Advisory Services
California
$446K 23,854 -807 -3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$388K 20,747 +15,910 +329%
SSWM
36
Smith Salley Wealth Management
North Carolina
$373K 19,967 -406 -2%
LPL Financial
37
LPL Financial
California
$369K 19,745 +947 +5%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$353K 18,913 -323,184 -94%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$333K 17,824 +17,824 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$331K 17,687 – –
AW
41
ACG Wealth
Georgia
$317K 16,934 +375 +2%
SCA
42
Snowden Capital Advisors
New York
$305K 16,298 +827 +5%
FPGK
43
Financial Partners Group (Kansas)
Kansas
$304K 16,273 +783 +5%
UBS Group
44
UBS Group
Switzerland
$256K 13,672 -4,671 -25%
CW
45
Cobiz Wealth
Colorado
$236K 12,603 -18,747 -60%
PFA
46
Pathway Financial Advisors
Vermont
$233K 12,437 – –
BMCM
47
Bryn Mawr Capital Management
Pennsylvania
$198K 10,598 – –
CCG
48
Ceeto Capital Group
Florida
$187K 10,000 +10,000 New
AIP
49
Almanack Investment Partners
Pennsylvania
$163K 8,704 -111,153 -93%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$158K 8,430 +109 +1%
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