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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

99 hedge funds and large institutions have $171M invested in Fidelity MSCI Energy Index ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
37
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$19.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.8M
3
VC
3
Vicus Capital
Pennsylvania
$11M
4
ASN
4
Advisory Services Network
Georgia
$5.34M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$3.66M

Top Sellers

1
PP
1
Pegasus Partners
Wisconsin
$0
2
VF
2
Virtu Financial
New York
$0
3
CW
3
Cobiz Wealth
Colorado
$1.38M
4
VCM
4
Verger Capital Management
North Carolina
$4.93M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.67M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
76
AlphaMark Advisors
Kentucky
$38K 2,100 +1,500 +250%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$33K 1,810 – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$32K 1,768 – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$25K 1,405 +11 +0.8%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$22K 1,222 – –
PA
81
Parallel Advisors
California
$19K 1,029 +9 +0.9%
LC
82
Lavaca Capital
Texas
$18K 1,000 – –
RFWA
83
RPg Family Wealth Advisory
Massachusetts
$16.4K 907 – –
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$9K 496 – –
EWM
85
Executive Wealth Management
Michigan
$6K 348 – –
CFGS
86
Concourse Financial Group Securities
Alabama
$3K 167 – –
SIS
87
Sound Income Strategies
Florida
$3K 181 – –
TRCT
88
Tower Research Capital (TRC)
New York
$3K 187 +187 New
IA
89
IFP Advisors
Florida
$2K 134 -1,490 -92%
AIA
90
Armor Investment Advisors
North Carolina
$2K 135 – –
LPWM
91
Lake Point Wealth Management
Texas
$2K 93 +1 +1%
S
92
SignatureFD
Georgia
$2K 100 +100 New
MWC
93
MKD Wealth Coaches
Michigan
$1K 56 +10 +22%
CB
94
CNB Bank
Pennsylvania
$1K 43 +43 New
PP
95
Pegasus Partners
Wisconsin
– – -178,763 Closed
VF
96
Virtu Financial
New York
– – -150,134 Closed
US Bancorp
97
US Bancorp
Minnesota
– – -37,235 Closed
BCP
98
Blue Chip Partners
Michigan
– – -9,623 Closed
CH
99
Canton Hathaway
Rhode Island
– – -8,002 Closed
RWA
100
River Wealth Advisors
Pennsylvania
– – -1,831 Closed
1 2 3
4
5