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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

96 hedge funds and large institutions have $97.9M invested in Fidelity MSCI Energy Index ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
28
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.52M
2
Truist Financial
2
Truist Financial
North Carolina
$2.32M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$2.17M
4
ASN
4
Advisory Services Network
Georgia
$3.49M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.73M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$8.09M
2
CIA
2
Capital Investment Advisors
Georgia
$2.13M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$0
4
VF
4
Virtu Financial
New York
$0
5
MFM
5
Mirsky Financial Management
New York
$761K
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
26
NorthCoast Asset Management
Connecticut
$1.03M 64,194 -1,828 -3%
ECM
27
Exchange Capital Management
Michigan
$971K 60,666 -48,172 -44%
Morgan Stanley
28
Morgan Stanley
New York
$926K 57,834 +3,218 +6%
PFM
29
Parsec Financial Management
North Carolina
$922K 57,578 -12,499 -18%
5L
30
55I LLC
Massachusetts
$920K 57,434 +9,976 +21%
FHA
31
Flagship Harbor Advisors
Massachusetts
$920K 57,478 +15,428 +37%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$914K 57,066 -38,083 -40%
PAG
33
Private Advisor Group
New Jersey
$844K 52,707 +36,330 +222%
MFM
34
Mirsky Financial Management
New York
$761K 47,559 -87,235 -65%
LNC
35
Lincoln National Corp
Pennsylvania
$752K 46,938 +46,938 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$641K 40,049 +6,197 +18%
CPA
37
Court Place Advisors
Maryland
$599K 37,423 -5,476 -13%
LA
38
Lynch & Associates
Indiana
$570K 35,584 +1,831 +5%
TRCT
39
Tower Research Capital (TRC)
New York
$465K 29,030 -2,003 -6%
HCA
40
Heck Capital Advisors
Wisconsin
$463K 28,937 +4,768 +20%
SSWM
41
Smith Salley Wealth Management
North Carolina
$451K 28,165 -4,605 -14%
SW
42
SVB Wealth
Massachusetts
$411K 25,645 -2,315 -8%
IAN
43
Integrated Advisors Network
Texas
$377K 23,565 +23,565 New
AG
44
Advisor Group
Arizona
$361K 22,477 +3,857 +21%
CFD
45
Creative Financial Designs
Indiana
$310K 19,193 -2,483 -11%
BCA
46
Bay Colony Advisors
Massachusetts
$299K 19,657 -1,048 -5%
GRP
47
Global Retirement Partners
California
$276K 17,237 -41,075 -70%
Wells Fargo
48
Wells Fargo
California
$266K 16,615 -69,208 -81%
FWM
49
Frontier Wealth Management
Missouri
$240K 15,000 +15,000 New
BCA
50
Bray Capital Advisors
Florida
$239K 14,945 -7,370 -33%
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