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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

86 hedge funds and large institutions have $128M invested in Fidelity MSCI Energy Index ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
86
Holders Change
-13
Holders Change %
-13.13%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
30
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$15.6M
2
NAM
2
NorthCoast Asset Management
Connecticut
$6.03M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.7M
4
LPL Financial
4
LPL Financial
California
$2.28M
5
Lido Advisors
5
Lido Advisors
California
$7.5M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$978K
3
SSW
3
Smith Shellnut Wilson
Mississippi
$0
4
ASN
4
Advisory Services Network
Georgia
$1.74M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
Advisory Alpha
Michigan
$199K 11,822 +1,715 +17%
5L
52
55I LLC
Massachusetts
$192K 11,162 -1,155 -9%
BB
53
Busey Bank
Illinois
$191K 11,100 – –
UBS Group
54
UBS Group
Switzerland
$188K 10,928 +1,495 +16%
FWM
55
Focused Wealth Management
New York
$181K 10,534 -2,480 -19%
CCG
56
Ceeto Capital Group
Florida
$172K 10,000 – –
GWM
57
Geneos Wealth Management
Colorado
$156K 9,094 – –
AIM
58
Axiom Investment Management
New York
$129K 7,500 – –
SIAS
59
Shine Investment Advisory Services
Colorado
$127K 7,411 +66 +0.9%
MA
60
MCF Advisors
Kentucky
$122K 7,086 +4,361 +160%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$121K 7,038 – –
TRCT
62
Tower Research Capital (TRC)
New York
$93K 5,417 +5,230 +2,797%
MCM
63
MV Capital Management
Maryland
$57K 3,305 +30 +0.9%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$47K 2,710 -243 -8%
AA
65
AlphaMark Advisors
Kentucky
$36K 2,100 – –
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$31K 1,810 – –
Deutsche Bank
67
Deutsche Bank
Germany
$27K 1,614 -3,015 -65%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$21K 1,222 – –
PA
69
Parallel Advisors
California
$18K 1,038 +9 +0.9%
RFWA
70
RPg Family Wealth Advisory
Massachusetts
$15.6K 907 – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$14K 829 -939 -53%
SSB
72
Sandy Spring Bank
Maryland
$12K 723 +723 New
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$9K 496 – –
EWM
74
Executive Wealth Management
Michigan
$6K 351 +3 +0.9%
GWMIA
75
Global Wealth Management Investment Advisory
Florida
$5K 300 +298 +14,900%
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3
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