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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

96 hedge funds and large institutions have $97.9M invested in Fidelity MSCI Energy Index ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
28
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.52M
2
Truist Financial
2
Truist Financial
North Carolina
$2.32M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$2.17M
4
ASN
4
Advisory Services Network
Georgia
$3.49M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.73M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$8.09M
2
CIA
2
Capital Investment Advisors
Georgia
$2.13M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$0
4
VF
4
Virtu Financial
New York
$0
5
MFM
5
Mirsky Financial Management
New York
$761K
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$221K 13,786 +13,786 New
TCM
52
Traynor Capital Management
Pennsylvania
$201K 12,564 -1,281 -9%
CS
53
Credit Suisse
Switzerland
$199K 12,424 +12,424 New
RJA
54
Raymond James & Associates
Florida
$180K 11,257 -48 -0.4%
BB
55
Busey Bank
Illinois
$178K 11,100 – –
SWA
56
Stratos Wealth Advisors
Ohio
$167K 10,450 +10,450 New
SFS
57
Sowell Financial Services
Arkansas
$166K 10,347 -2,530 -20%
GWM
58
Geneos Wealth Management
Colorado
$164K 10,314 +770 +8%
LWA
59
LWS Wealth Advisors
New Jersey
$130K 8,116 +8,116 New
SIAS
60
Shine Investment Advisory Services
Colorado
$124K 7,755 +275 +4%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$120K 7,500 – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$116K 7,257 +580 +9%
OPS
63
Orion Portfolio Solutions
Nebraska
$100K 6,235 +6,235 New
SSWG
64
Seven Springs Wealth Group
Tennessee
$97K 6,046 +6,046 New
MA
65
MCF Advisors
Kentucky
$83K 5,208 -1,651 -24%
UBS Group
66
UBS Group
Switzerland
$80K 4,984 -569 -10%
AA
67
Ancora Advisors
Ohio
$77K 4,838 +4,838 New
Deutsche Bank
68
Deutsche Bank
Germany
$71K 4,481 +4,481 New
AA
69
Advisory Alpha
Michigan
$61.3K 3,860 -1,695 -31%
FWM
70
Focused Wealth Management
New York
$56K 3,525 -6,312 -64%
MCM
71
MV Capital Management
Maryland
$55K 3,458 +123 +4%
EWM
72
EPG Wealth Management
Georgia
$53K 3,299 +3,299 New
AWA
73
Arkadios Wealth Advisors
Georgia
$45.8K 3,171 +3,171 New
EFSCE
74
Enterprise Financial Services Corp (EFSC)
Missouri
$38K 2,400 +2,400 New
AA
75
AlphaMark Advisors
Kentucky
$27K 1,700 -400 -19%
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3
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