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Fidelity MSCI Energy Index ETF
FENY

70 hedge funds and large institutions have $114M invested in Fidelity MSCI Energy Index ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

48% more capital invested

Capital invested by funds: $76.7M → $114M (+$37.1M)

15% more funds holding

Funds holding: 61 → 70 (+9)

4.81% more ownership

Funds ownership: 17.45% → 22.26% (+4.8%)

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
28
Reduced
15
Closed
11
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$293K

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
+$19.6M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$6.04M
3
AIP
Almanack Investment Partners
Pennsylvania
+$2.28M
4
NR
Newfound Research
Massachusetts
+$2M
5
BGC
Blue Granite Capital
South Carolina
+$1.64M

Top Sellers

1
PP
Pegasus Partners
Wisconsin
-$2.93M
2
VF
Virtu Financial
New York
-$1.77M
3
US Bancorp
US Bancorp
Minnesota
-$1.53M
4
Bank of America
Bank of America
North Carolina
-$953K
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$95K -$4.38K -230 -5%
SWP
52
Stratos Wealth Partners
Ohio
$78K +$73.7K +3,866 New
AG
53
Advisor Group
Arizona
$75K +$62.1K +3,259 +652%
HCA
54
Heck Capital Advisors
Wisconsin
$72.1K -$79.2K -4,157 -54%
IA
55
IFP Advisors
Florida
$62K +$58.6K +3,078 New
US Bancorp
56
US Bancorp
Minnesota
$50K -$1.53M -80,150 -97%
KF
57
Krilogy Financial
Missouri
$44K -$3.81K -200 -8%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$33K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$27K +$171 +9 +0.7%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$152 +8 +0.7%
AWA
61
Acorn Wealth Advisors
Michigan
$21K +$19.2K +1,007 New
RPG
62
Risk Paradigm Group
Texas
$18.2K – – –
MA
63
MCF Advisors
Kentucky
$17K +$16.5K +866 New
WEC
64
Winslow Evans & Crocker
Massachusetts
$15K +$14.3K +750 New
FAAS
65
First Allied Advisory Services
California
$4K +$4.04K +212 New
AIA
66
Armor Investment Advisors
North Carolina
$3K – – –
SIS
67
Sound Income Strategies
Florida
$3K +$3.45K +181 New
PP
68
Pegasus Partners
Wisconsin
– -$2.93M -154,830 Closed
VF
69
Virtu Financial
New York
– -$1.77M -93,520 Closed
MPWT
70
MassMutual Private Wealth & Trust
Connecticut
– -$396K -20,910 Closed
TSS
71
Two Sigma Securities
New York
– -$307K -16,183 Closed
Jane Street
72
Jane Street
New York
– -$302K -15,919 Closed
FAM
73
Flaharty Asset Management
Florida
– -$288K -15,316 Closed
PAG
74
Private Advisor Group
New Jersey
– -$247K -13,087 Closed
KWMG
75
King Wealth Management Group
Florida
– -$234K -12,369 Closed
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FENY Hedge Fund Activity: Q4 2017 in Review

70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2017, worth a combined $114M — up 48% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FENY positions and 11 closed out — a net gain of 9 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $19.6M. The largest seller was Pegasus Partners, exiting entirely with an estimated $2.93M sold.

  • 70 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2017, up from 61 in Q3 2017.
  • Funds reported $114M of Fidelity MSCI Energy Index ETF stock for Q4 2017, up 48% quarter-over-quarter.
  • 20 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2017 and 11 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Energy Index ETF buyer in Q4 2017 was Beaumont Financial Advisors, an estimated $19.6M added.
  • The largest Fidelity MSCI Energy Index ETF seller in Q4 2017 was Pegasus Partners, an estimated $2.93M sold.

Based on aggregated 13F filings for Q4 2017.