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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

97 hedge funds and large institutions have $83.5M invested in Fidelity MSCI Energy Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 22 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
25
Increased
32
Reduced
29
Closed
22
Calls
–
Puts
$2.35M
Net Calls
-$2.35M
Net Calls Change
-$2.35M

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$13.8M
2
TI
2
Tidal Investments
Wisconsin
$10.6M
3
CIA
3
CSat Investment Advisory
Michigan
$10.6M
4
ST
4
Spinnaker Trust
Maine
$3.98M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.36M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$144K
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$0
4
VC
4
Vicus Capital
Pennsylvania
$1.87M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
51
CRA Financial Services
New Jersey
$110K 14,675 +14,675 New
SIAS
52
Shine Investment Advisory Services
Colorado
$109K 14,505 +6,750 +87%
MHR
53
Matthew Hamilton Rosenberg
$94K 12,433 +12,433 New
SHIM
54
Stone House Investment Management
Pennsylvania
$92K 12,183 +12,183 New
SCA
55
Snowden Capital Advisors
New York
$91.1K 12,121 +12,121 New
BB
56
Busey Bank
Illinois
$83K 11,100 – –
GWM
57
Geneos Wealth Management
Colorado
$80K 10,864 +550 +5%
UBS Group
58
UBS Group
Switzerland
$79K 10,475 +5,491 +110%
AIC
59
Ameritas Investment Company
Nebraska
$74K 9,885 +9,525 +2,646%
TRCT
60
Tower Research Capital (TRC)
New York
$65K 8,709 -20,321 -70%
SFS
61
Sowell Financial Services
Arkansas
$60K 8,022 -2,325 -22%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$56K 7,500 – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$44K 5,826 -1,431 -20%
AA
64
Advisory Alpha
Michigan
$39.3K 4,360 +500 +13%
MCM
65
MV Capital Management
Maryland
$26K 3,514 +56 +2%
FWM
66
Focused Wealth Management
New York
$24K 3,199 -326 -9%
GRP
67
Global Retirement Partners
California
$21K 2,748 -14,489 -84%
ACA
68
Atlas Capital Advisors
Wyoming
$18.2K 2,424 +1,669 +221%
EFSCE
69
Enterprise Financial Services Corp (EFSC)
Missouri
$18K 2,410 +10 +0.4%
AA
70
AlphaMark Advisors
Kentucky
$13K 1,700 – –
MA
71
MCF Advisors
Kentucky
$10K 1,330 -3,878 -74%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$8K 1,000 +1,000 New
WT
73
Washington Trust
Rhode Island
$8K 1,050 +1,050 New
EWM
74
EPG Wealth Management
Georgia
$7K 996 -2,303 -70%
LDFR
75
Lehman & Derafelo Financial Resources
Pennsylvania
$7K 900 – –
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3
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