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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

99 hedge funds and large institutions have $171M invested in Fidelity MSCI Energy Index ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
37
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
$19.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.8M
3
VC
Vicus Capital
Pennsylvania
$11M
4
ASN
Advisory Services Network
Georgia
$5.34M
5
SSW
Smith Shellnut Wilson
Mississippi
$3.66M

Top Sellers

1
PP
Pegasus Partners
Wisconsin
$0
2
VF
Virtu Financial
New York
$0
3
CW
Cobiz Wealth
Colorado
$1.38M
4
VCM
Verger Capital Management
North Carolina
$4.93M
5
Stifel Financial
Stifel Financial
Missouri
$3.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Partnervest Advisory Services
California
$286K -$86.8K -4,810 -23%
SFS
52
Sowell Financial Services
Arkansas
$275K +$3.16K +175 +1%
SCA
53
Snowden Capital Advisors
New York
$263K +$263K +14,570 New
BTS
54
BB&T Securities
Virginia
$250K -$209K -11,566 -45%
FHA
55
Flagship Harbor Advisors
Massachusetts
$243K +$80.4K +4,457 +49%
FWM
56
Focused Wealth Management
New York
$235K -$140K -7,746 -37%
SS
57
Sunbelt Securities
Texas
$235K +$235K +13,000 New
Mariner
58
Mariner
Kansas
$228K -$115K -6,376 -34%
5L
59
55I LLC
Massachusetts
$223K +$223K +12,317 New
Creative Planning
60
Creative Planning
Kansas
$206K -$139K -7,676 -40%
BB
61
Busey Bank
Illinois
$201K – – –
HFS
62
HL Financial Services
Kentucky
$183K +$183K +10,124 New
CCG
63
Ceeto Capital Group
Florida
$181K – – –
AA
64
Advisory Alpha
Michigan
$176K -$1.5K -86 -0.8%
UBS Group
65
UBS Group
Switzerland
$171K -$471 -26 -0.3%
GWM
66
Geneos Wealth Management
Colorado
$164K +$15.1K +840 +10%
AIM
67
Axiom Investment Management
New York
$136K +$136K +7,500 New
SIAS
68
Shine Investment Advisory Services
Colorado
$133K +$996 +55 +0.8%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$127K -$40.2K -2,225 -24%
Deutsche Bank
70
Deutsche Bank
Germany
$83K +$83K +4,629 New
CA
71
Cetera Advisors
Colorado
$81K +$81K +4,468 New
MCM
72
MV Capital Management
Maryland
$59K +$432 +24 +0.7%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$53K -$42.6K -2,374 -45%
MA
74
MCF Advisors
Kentucky
$49K – – –
AF
75
Advisornet Financial
Minnesota
$45K -$73.2K -4,042 -62%
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