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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

91 hedge funds and large institutions have $102M invested in Fidelity MSCI Energy Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 26 closing their positions.

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
29
Reduced
29
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.15M
2
CIA
2
Capital Investment Advisors
Georgia
$6.56M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.42M
4
PP
4
Pegasus Partners
Wisconsin
$2.79M
5
CW
5
Cobiz Wealth
Colorado
$3M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$6.26M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$372K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$840K
5
ASN
5
Advisory Services Network
Georgia
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$928K 59,381 +59,381 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$840K 53,751 -256,564 -83%
CPA
28
Court Place Advisors
Maryland
$686K 43,944 -8,181 -16%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$681K 43,591 -29,024 -40%
US Bancorp
30
US Bancorp
Minnesota
$582K 37,235 +34,735 +1,389%
TCM
31
Traynor Capital Management
Pennsylvania
$509K 32,627 -3,174 -9%
LA
32
Lynch & Associates
Indiana
$461K 29,517 -1,863 -6%
FSC
33
Full Sail Capital
Oklahoma
$407K 26,048 +26,048 New
BTS
34
BB&T Securities
Virginia
$397K 25,428 +15,131 +147%
HCA
35
Heck Capital Advisors
Wisconsin
$392K 25,116 +6,493 +35%
CFD
36
Creative Financial Designs
Indiana
$392K 25,071 -3,339 -12%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$372K 23,841 -1,183,556 -98%
SSWM
38
Smith Salley Wealth Management
North Carolina
$371K 23,721 -1,298 -5%
BCA
39
Bray Capital Advisors
Florida
$368K 23,575 +23,575 New
AW
40
ACG Wealth
Georgia
$333K 21,304 +1,583 +8%
FWM
41
Focused Wealth Management
New York
$324K 20,760 +250 +1%
PAS
42
Partnervest Advisory Services
California
$323K 20,655 -2,333 -10%
Franklin Resources
43
Franklin Resources
California
$301K 19,300 +19,300 New
Creative Planning
44
Creative Planning
Kansas
$298K 19,050 -21,133 -53%
Mariner
45
Mariner
Kansas
$297K 19,000 +9,317 +96%
BCA
46
Bay Colony Advisors
Massachusetts
$296K 18,965 +406 +2%
LPL Financial
47
LPL Financial
California
$244K 15,605 -19,103 -55%
SFS
48
Sowell Financial Services
Arkansas
$235K 15,042 +15,042 New
LNC
49
Lincoln National Corp
Pennsylvania
$225K 14,384 -16,779 -54%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$184K 11,734 +2,679 +30%
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