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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

91 hedge funds and large institutions have $102M invested in Fidelity MSCI Energy Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 26 closing their positions.

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
29
Reduced
29
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.15M
2
CIA
2
Capital Investment Advisors
Georgia
$6.56M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.42M
4
PP
4
Pegasus Partners
Wisconsin
$2.79M
5
CW
5
Cobiz Wealth
Colorado
$3M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$6.26M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$372K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$840K
5
ASN
5
Advisory Services Network
Georgia
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
BOPW
76
Brandywine Oak Private Wealth
Pennsylvania
$16K 1,083 +1,083 New
PA
77
Parallel Advisors
California
$15K 1,020 +8 +0.8%
RFWA
78
RPg Family Wealth Advisory
Massachusetts
$14.2K 907 – –
WEC
79
Winslow Evans & Crocker
Massachusetts
$12K 750 – –
AA
80
AlphaMark Advisors
Kentucky
$9K 600 +600 New
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$8K 496 – –
EWM
82
Executive Wealth Management
Michigan
$5K 348 +348 New
SIS
83
Sound Income Strategies
Florida
$3K 181 – –
AIA
84
Armor Investment Advisors
North Carolina
$2K 135 – –
CFGS
85
Concourse Financial Group Securities
Alabama
$2K 167 +167 New
MWC
86
MKD Wealth Coaches
Michigan
$1K 46 +46 New
Parallax Volatility Advisers
87
Parallax Volatility Advisers
California
$1K 63 +62 +6,200%
LPWM
88
Lake Point Wealth Management
Texas
$1K 92 +92 New
BFA
89
Beaumont Financial Advisors
Massachusetts
– – -1,194,923 Closed
NR
90
Newfound Research
Massachusetts
– – -100,725 Closed
NAM
91
NorthCoast Asset Management
Connecticut
– – -88,520 Closed
TRCT
92
Tower Research Capital (TRC)
New York
– – -76,792 Closed
Jane Street
93
Jane Street
New York
– – -56,277 Closed
SG Americas Securities
94
SG Americas Securities
New York
– – -41,171 Closed
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
– – -30,705 Closed
Citadel Advisors
96
Citadel Advisors
Florida
– – -30,542 Closed
FPGK
97
Financial Partners Group (Kansas)
Kansas
– – -16,081 Closed
WPP
98
Whalerock Point Partners
Rhode Island
– – -15,619 Closed
SFA
99
Sequoia Financial Advisors
Ohio
– – -11,403 Closed
MA
100
Mutual Advisors
Nebraska
– – -11,244 Closed
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