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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

99 hedge funds and large institutions have $171M invested in Fidelity MSCI Energy Index ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
37
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$19.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.8M
3
VC
3
Vicus Capital
Pennsylvania
$11M
4
ASN
4
Advisory Services Network
Georgia
$5.34M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$3.66M

Top Sellers

1
PP
1
Pegasus Partners
Wisconsin
$0
2
VF
2
Virtu Financial
New York
$0
3
CW
3
Cobiz Wealth
Colorado
$1.38M
4
VCM
4
Verger Capital Management
North Carolina
$4.93M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.45M 80,212 +80,212 New
CW
27
Cobiz Wealth
Colorado
$1.38M 76,501 -115,591 -60%
CWG
28
Cornerstone Wealth Group
North Carolina
$1.34M 73,891 +73,891 New
Wells Fargo
29
Wells Fargo
California
$1.24M 68,392 -13,424 -16%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.21M 67,069 +7,688 +13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.05M 58,257 +14,666 +34%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$986K 54,482 +731 +1%
AG
33
Advisor Group
Arizona
$978K 54,061 +48,850 +937%
GRP
34
Global Retirement Partners
California
$915K 50,599 -37,060 -42%
CPA
35
Court Place Advisors
Maryland
$790K 43,699 -245 -0.6%
LNC
36
Lincoln National Corp
Pennsylvania
$774K 42,807 +28,423 +198%
AW
37
ACG Wealth
Georgia
$576K 31,876 +10,572 +50%
SSWM
38
Smith Salley Wealth Management
North Carolina
$566K 31,291 +7,570 +32%
TCM
39
Traynor Capital Management
Pennsylvania
$564K 31,243 -1,384 -4%
LA
40
Lynch & Associates
Indiana
$541K 29,940 +423 +1%
HCA
41
Heck Capital Advisors
Wisconsin
$520K 28,758 +3,642 +15%
FSC
42
Full Sail Capital
Oklahoma
$471K 26,048 – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$454K 25,093 +13,359 +114%
BCA
44
Bray Capital Advisors
Florida
$426K 23,575 – –
CFD
45
Creative Financial Designs
Indiana
$366K 20,266 -4,805 -19%
MWM
46
Meridian Wealth Management
Kentucky
$355K 3,604 +3,604 New
Franklin Resources
47
Franklin Resources
California
$349K 19,300 – –
BCA
48
Bay Colony Advisors
Massachusetts
$341K 18,861 -104 -0.5%
SFA
49
Sequoia Financial Advisors
Ohio
$313K 17,302 +17,302 New
LPL Financial
50
LPL Financial
California
$289K 15,977 +372 +2%
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