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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

86 hedge funds and large institutions have $128M invested in Fidelity MSCI Energy Index ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
86
Holders Change
-13
Holders Change %
-13.13%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
30
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$15.6M
2
NAM
2
NorthCoast Asset Management
Connecticut
$6.03M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.7M
4
LPL Financial
4
LPL Financial
California
$2.28M
5
Lido Advisors
5
Lido Advisors
California
$7.5M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$978K
3
SSW
3
Smith Shellnut Wilson
Mississippi
$0
4
ASN
4
Advisory Services Network
Georgia
$1.74M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$915K 53,204 -1,278 -2%
GRP
27
Global Retirement Partners
California
$908K 52,794 +2,195 +4%
AG
28
Advisor Group
Arizona
$897K 52,163 -1,898 -4%
FSC
29
Full Sail Capital
Oklahoma
$875K 55,738 +29,690 +114%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$863K 50,192 -8,065 -14%
CW
31
Cobiz Wealth
Colorado
$752K 43,743 -32,758 -43%
CPA
32
Court Place Advisors
Maryland
$749K 43,554 -145 -0.3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$718K 41,771 +16,678 +66%
LNC
34
Lincoln National Corp
Pennsylvania
$700K 40,665 -2,142 -5%
HCA
35
Heck Capital Advisors
Wisconsin
$627K 36,484 +7,726 +27%
LA
36
Lynch & Associates
Indiana
$572K 33,242 +3,302 +11%
SSWM
37
Smith Salley Wealth Management
North Carolina
$544K 31,622 +331 +1%
SW
38
SVB Wealth
Massachusetts
$540K 31,404 +31,404 New
VF
39
Virtu Financial
New York
$511K 29,692 +29,692 New
TCM
40
Traynor Capital Management
Pennsylvania
$410K 23,792 -7,451 -24%
BCA
41
Bray Capital Advisors
Florida
$405K 23,575 – –
FHA
42
Flagship Harbor Advisors
Massachusetts
$371K 21,608 +8,140 +60%
CFD
43
Creative Financial Designs
Indiana
$361K 21,202 +936 +5%
BCA
44
Bay Colony Advisors
Massachusetts
$358K 20,818 +1,957 +10%
Franklin Resources
45
Franklin Resources
California
$332K 19,300 – –
PAS
46
Partnervest Advisory Services
California
$272K 15,834 -11 -0.1%
SCA
47
Snowden Capital Advisors
New York
$255K 14,832 +262 +2%
Mariner
48
Mariner
Kansas
$216K 12,585 -39 -0.3%
Citadel Advisors
49
Citadel Advisors
Florida
$212K 12,348 +12,348 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$209K 12,163 +12,163 New
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