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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

83 hedge funds and large institutions have $101M invested in Fidelity MSCI Energy Index ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
29
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$3.06M
2
VC
2
Vicus Capital
Pennsylvania
$16.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.18M
4
VF
4
Virtu Financial
New York
$1.63M
5
Lido Advisors
5
Lido Advisors
California
$7.77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$860K
2
VCM
2
Verger Capital Management
North Carolina
$0
3
NAM
3
NorthCoast Asset Management
Connecticut
$1.04M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$3.57M
5
ST
5
Spinnaker Trust
Maine
$1.84M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$178K 11,305 +11,305 New
BB
52
Busey Bank
Illinois
$175K 11,100 – –
FWM
53
Focused Wealth Management
New York
$155K 9,837 -697 -7%
GWM
54
Geneos Wealth Management
Colorado
$151K 9,544 +450 +5%
SIAS
55
Shine Investment Advisory Services
Colorado
$118K 7,480 +69 +0.9%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$118K 7,500 +7,500 New
MA
57
MCF Advisors
Kentucky
$108K 6,859 -227 -3%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$105K 6,677 -361 -5%
UBS Group
59
UBS Group
Switzerland
$87K 5,553 -5,375 -49%
AA
60
Advisory Alpha
Michigan
$83.3K 5,555 -6,267 -53%
MCM
61
MV Capital Management
Maryland
$53K 3,335 +30 +0.9%
KWA
62
KCS Wealth Advisory
California
$42.3K 2,687 +2,687 New
AA
63
AlphaMark Advisors
Kentucky
$33K 2,100 – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$28K 1,810 – –
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$19K 1,222 – –
IA
66
IFP Advisors
Florida
$17K 1,056 +1,056 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$15K 959 -1,751 -65%
RFWA
68
RPg Family Wealth Advisory
Massachusetts
$14.3K 907 – –
ACA
69
Atlas Capital Advisors
Wyoming
$11.9K 755 +755 New
SSB
70
Sandy Spring Bank
Maryland
$11K 730 +7 +1%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$8K 496 – –
AIC
72
Ameritas Investment Company
Nebraska
$6K 360 +360 New
FAAS
73
First Allied Advisory Services
California
$6K 397 +397 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$4K 263 -566 -68%
SIS
75
Sound Income Strategies
Florida
$3K 181 – –
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