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Fidelity MSCI Energy Index ETF
FENY
FENY
61 hedge funds and large institutions have $76.7M invested in Fidelity MSCI Energy Index ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $71.8M → $76.7M (+$4.87M)
5% more funds holding
Funds holding: 58 → 61 (+3)
0.38% more ownership
Funds ownership: 17.08% → 17.45% (+0.38%)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$4.57M |
| 2 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$2.78M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.44M |
| 4 |
VF
Virtu Financial
New York
|
+$1.34M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.16M |
Top Sellers
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.12M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.23M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.43M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
-$1.91M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$450K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $31K | +$29.6K | +1,650 | New |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | +$269 | +15 | +1% |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| $24K | +$18 | +1 | +0.1% |
|
|
PFGIA
54
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $23K | +$216 | +12 | +1% |
|
|
RPG
55
Risk Paradigm Group
Austin,
Texas
| $17.2K | – | – | – |
|
|
AG
56
Advisor Group
Phoenix,
Arizona
| $9K | -$42.8K | -2,385 | -83% |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8K | +$7.2K | +401 | New |
|
|
AIA
58
Armor Investment Advisors
Raleigh,
North Carolina
| $3K | – | – | – |
|
59
BlackRock
New York
| $1K | -$54 | -3 | -5% |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$450K | -25,030 | Closed |
|
|
IA
61
IFP Advisors
Tampa,
Florida
| – | -$386K | -21,450 | Closed |
|
62
SG Americas Securities
New York
| – | -$150K | -8,335 | Closed |
|
|
SF
63
Synovus Financial
Columbus,
Georgia
| – | -$81K | -4,506 | Closed |
|