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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

91 hedge funds and large institutions have $102M invested in Fidelity MSCI Energy Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 26 closing their positions.

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
29
Reduced
29
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.15M
2
CIA
2
Capital Investment Advisors
Georgia
$6.56M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.42M
4
PP
4
Pegasus Partners
Wisconsin
$2.79M
5
CW
5
Cobiz Wealth
Colorado
$3M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$6.26M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$372K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$840K
5
ASN
5
Advisory Services Network
Georgia
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
Advisory Alpha
Michigan
$176K 10,193 +9,272 +1,007%
BB
52
Busey Bank
Illinois
$173K 11,100 – –
CCG
53
Ceeto Capital Group
Florida
$156K 10,000 -5,000 -33%
BCP
54
Blue Chip Partners
Michigan
$150K 9,623 +9,623 New
UBS Group
55
UBS Group
Switzerland
$148K 9,459 -3,915 -29%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$145K 9,263 -8,424 -48%
FHA
57
Flagship Harbor Advisors
Massachusetts
$140K 9,011 +8,843 +5,264%
GWM
58
Geneos Wealth Management
Colorado
$128K 8,254 – –
CH
59
Canton Hathaway
Rhode Island
$125K 8,002 +1,654 +26%
SIAS
60
Shine Investment Advisory Services
Colorado
$114K 7,290 +57 +0.8%
AF
61
Advisornet Financial
Minnesota
$102K 6,526 -1,836 -22%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$83K 5,327 -19,264 -78%
AG
63
Advisor Group
Arizona
$80K 5,211 +59 +1%
MCM
64
MV Capital Management
Maryland
$51K 3,251 +3,251 New
MA
65
MCF Advisors
Kentucky
$43K 2,725 +2,725 New
RWA
66
River Wealth Advisors
Pennsylvania
$29K 1,831 -40 -2%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$28K 1,810 -160 -8%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$28K 1,768 -132 -7%
IA
69
IFP Advisors
Florida
$25K 1,624 -32,055 -95%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$22K 1,394 +11 +0.8%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$19K 1,222 -759 -38%
SBL
72
Sargent Bickham Lagudis
Colorado
$19K 1,205 -294 -20%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$17K 1,078 +1,078 New
RCG
74
Ruggie Capital Group
Florida
$17K 1,078 +1,078 New
LC
75
Lavaca Capital
Texas
$16K 1,000 +1,000 New
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