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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

97 hedge funds and large institutions have $83.5M invested in Fidelity MSCI Energy Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 22 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
25
Increased
32
Reduced
29
Closed
22
Calls
–
Puts
$2.35M
Net Calls
-$2.35M
Net Calls Change
-$2.35M

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$13.8M
2
TI
2
Tidal Investments
Wisconsin
$10.6M
3
CIA
3
CSat Investment Advisory
Michigan
$10.6M
4
ST
4
Spinnaker Trust
Maine
$3.98M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.36M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$144K
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$0
4
VC
4
Vicus Capital
Pennsylvania
$1.87M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$586K 77,918 -55,017 -41%
ASN
27
Advisory Services Network
Georgia
$497K 66,127 -151,902 -70%
BFPW
28
BOK Financial Private Wealth
Colorado
$444K 59,059 +59,059 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$427K 56,794 -18,199 -24%
5L
30
55I LLC
Massachusetts
$426K 48,552 -8,882 -15%
IA
31
IFP Advisors
Florida
$377K 47,650 +46,555 +4,252%
SWA
32
Stratos Wealth Advisors
Ohio
$358K 47,672 +37,222 +356%
PD
33
Planning Directions
Pennsylvania
$353K 46,882 +46,882 New
NAM
34
NorthCoast Asset Management
Connecticut
$338K 44,901 -19,293 -30%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$337K 44,846 -61,619 -58%
LA
36
Lynch & Associates
Indiana
$293K 38,925 +3,341 +9%
CPA
37
Court Place Advisors
Maryland
$266K 35,323 -2,100 -6%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$244K 32,462 -7,587 -19%
PG
39
Prostatis Group
Maryland
$228K 30,334 +30,334 New
ATPW
40
Ashton Thomas Private Wealth
Arizona
$226K 30,000 +30,000 New
PFM
41
Parsec Financial Management
North Carolina
$224K 29,844 -27,734 -48%
CFD
42
Creative Financial Designs
Indiana
$221K 29,373 +10,180 +53%
IAN
43
Integrated Advisors Network
Texas
$177K 23,565 – –
Morgan Stanley
44
Morgan Stanley
New York
$166K 22,123 -35,711 -62%
SW
45
SVB Wealth
Massachusetts
$157K 20,840 -4,805 -19%
BCA
46
Bay Colony Advisors
Massachusetts
$153K 20,339 +682 +3%
CPSAC
47
Chas P. Smith & Associates (CPS)
Florida
$144K 19,204 -457,765 -96%
PAG
48
Private Advisor Group
New Jersey
$116K 15,435 -37,272 -71%
Ameriprise
49
Ameriprise
Minnesota
$114K 15,129 +15,129 New
CA
50
Clearstead Advisors
Ohio
$112K 14,931 +14,931 New
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