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Fidelity MSCI Energy Index ETF
FENY

58 hedge funds and large institutions have $71.8M invested in Fidelity MSCI Energy Index ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 57 → 58 (+1)

2.64% less ownership

Funds ownership: 19.72% → 17.08% (-2.6%)

21% less capital invested

Capital invested by funds: $90.9M → $71.8M (-$19.1M)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.08M
2
SB
Suntrust Banks
Georgia
+$937K
3
BCI
Brinker Capital Investments
Pennsylvania
+$599K
4
TRCT
Tower Research Capital (TRC)
New York
+$468K
5
Creative Planning
Creative Planning
Kansas
+$405K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$4.35M
2
Bank of America
Bank of America
North Carolina
-$2.99M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.66M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$150 +8 +0.7%
RPG
52
Risk Paradigm Group
Texas
$16.3K -$4.92K -263 -22%
AIA
53
Armor Investment Advisors
North Carolina
$2K – – –
BlackRock
54
BlackRock
New York
$1K – – –
FAM
55
Flaharty Asset Management
Florida
$271 -$310K -16,583 -100%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
– -$1.66M -84,602 Closed
NR
57
Newfound Research
Massachusetts
– -$386K -19,683 Closed
FA
58
FDx Advisors
Illinois
– -$354K -18,031 Closed
KA
59
Kovack Advisors
Florida
– -$227K -11,543 Closed
AA
60
Advisory Alpha
Michigan
– -$58K -2,975 Closed
GI
61
Gradient Investments
Minnesota
– -$3K -135 Closed
FWM
62
Focused Wealth Management
New York
– +$37 +2 New
Walleye Trading
63
Walleye Trading
New York
– +$337 +18 New
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