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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

93 hedge funds and large institutions have $165M invested in Fidelity MSCI Energy Index ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
33
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.7M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$6.6M
3
VC
3
Vicus Capital
Pennsylvania
$6.75M
4
Lido Advisors
4
Lido Advisors
California
$6.15M
5
NAM
5
NorthCoast Asset Management
Connecticut
$1.88M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$219K
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$25.4M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.55M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$5.33M
5
PCM
5
Penserra Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$284K 13,374 +2,876 +27%
SFA
52
Sequoia Financial Advisors
Ohio
$243K 11,403 +1,066 +10%
MA
53
Mutual Advisors
Nebraska
$239K 11,244 +11,244 New
BB
54
Busey Bank
Illinois
$236K 11,100 +11,100 New
BMCM
55
Bryn Mawr Capital Management
Pennsylvania
$225K 10,598 – –
BTS
56
BB&T Securities
Virginia
$219K 10,297 -730,806 -99%
PAG
57
Private Advisor Group
New Jersey
$216K 10,137 +149 +1%
SCA
58
Snowden Capital Advisors
New York
$206K 9,696 +9,696 New
Mariner
59
Mariner
Kansas
$206K 9,683 +9,683 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$193K 9,055 +1,062 +13%
AF
61
Advisornet Financial
Minnesota
$178K 8,362 +8,362 New
GWM
62
Geneos Wealth Management
Colorado
$175K 8,254 +3,242 +65%
SIAS
63
Shine Investment Advisory Services
Colorado
$154K 7,233 +47 +0.7%
CH
64
Canton Hathaway
Rhode Island
$135K 6,348 +6,348 New
MSA
65
Marino Stram & Associates
Massachusetts
$111K 5,206 -3,584 -41%
AG
66
Advisor Group
Arizona
$109K 5,152 +1,665 +48%
AA
67
Ancora Advisors
Ohio
$103K 4,838 +4,838 New
Deutsche Bank
68
Deutsche Bank
Germany
$66K 3,112 +3,112 New
US Bancorp
69
US Bancorp
Minnesota
$53K 2,500 – –
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$42K 1,970 +320 +19%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$42K 1,981 +1,775 +862%
RWA
72
River Wealth Advisors
Pennsylvania
$40K 1,871 +318 +20%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$40K 1,900 +1,900 New
KF
74
Krilogy Financial
Missouri
$40K 1,903 +1,903 New
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$37K 1,727 +1,727 New
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