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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

93 hedge funds and large institutions have $165M invested in Fidelity MSCI Energy Index ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
33
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.7M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$6.6M
3
VC
3
Vicus Capital
Pennsylvania
$6.75M
4
Lido Advisors
4
Lido Advisors
California
$6.15M
5
NAM
5
NorthCoast Asset Management
Connecticut
$1.88M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$219K
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$25.4M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.55M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$5.33M
5
PCM
5
Penserra Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$876K 41,171 +41,171 New
Creative Planning
27
Creative Planning
Kansas
$855K 40,183 -7,708 -16%
TCM
28
Traynor Capital Management
Pennsylvania
$761K 35,801 +1,059 +3%
LPL Financial
29
LPL Financial
California
$738K 34,708 +14,899 +75%
IA
30
IFP Advisors
Florida
$716K 33,679 +30,049 +828%
LA
31
Lynch & Associates
Indiana
$667K 31,380 +3,666 +13%
LNC
32
Lincoln National Corp
Pennsylvania
$663K 31,163 +5,866 +23%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$653K 30,705 +29,515 +2,480%
Wells Fargo
34
Wells Fargo
California
$652K 30,662 -10,927 -26%
Citadel Advisors
35
Citadel Advisors
Florida
$650K 30,542 +30,542 New
CFD
36
Creative Financial Designs
Indiana
$604K 28,410 +2,500 +10%
SSWM
37
Smith Salley Wealth Management
North Carolina
$532K 25,019 +1,393 +6%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$523K 24,591 +24,591 New
B
39
Bailard
California
$514K 24,185 -610 -2%
PAS
40
Partnervest Advisory Services
California
$489K 22,988 -736 -3%
FWM
41
Focused Wealth Management
New York
$436K 20,510 -2,567 -11%
AW
42
ACG Wealth
Georgia
$419K 19,721 +1,890 +11%
HCA
43
Heck Capital Advisors
Wisconsin
$396K 18,623 +6,664 +56%
BCA
44
Bay Colony Advisors
Massachusetts
$395K 18,559 +105 +0.6%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$376K 17,687 – –
VF
46
Virtu Financial
New York
$346K 16,250 +16,250 New
CW
47
Cobiz Wealth
Colorado
$344K 16,165 +16,165 New
FPGK
48
Financial Partners Group (Kansas)
Kansas
$342K 16,081 +132 +0.8%
WPP
49
Whalerock Point Partners
Rhode Island
$332K 15,619 -1,033 -6%
CCG
50
Ceeto Capital Group
Florida
$319K 15,000 – –
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