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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

86 hedge funds and large institutions have $128M invested in Fidelity MSCI Energy Index ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
86
Holders Change
-13
Holders Change %
-13.13%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
30
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$15.6M
2
NAM
2
NorthCoast Asset Management
Connecticut
$6.03M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.7M
4
LPL Financial
4
LPL Financial
California
$2.28M
5
Lido Advisors
5
Lido Advisors
California
$7.5M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$978K
3
SSW
3
Smith Shellnut Wilson
Mississippi
$0
4
ASN
4
Advisory Services Network
Georgia
$1.74M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
76
Sound Income Strategies
Florida
$3K 181 – –
CFGS
77
Concourse Financial Group Securities
Alabama
$3K 167 – –
EIP
78
Ellis Investment Partners
Pennsylvania
$3K 176 +176 New
LPWM
79
Lake Point Wealth Management
Texas
$2K 93 – –
AIA
80
Armor Investment Advisors
North Carolina
$2K 135 – –
LWA
81
Lowe Wealth Advisors
Maryland
$2K 110 +110 New
MWC
82
MKD Wealth Coaches
Michigan
$1K 56 – –
BFA
83
Beaumont Financial Advisors
Massachusetts
– – -1,088,506 Closed
SSW
84
Smith Shellnut Wilson
Mississippi
– – -202,501 Closed
KCM
85
Karp Capital Management
California
– – -93,535 Closed
Jane Street
86
Jane Street
New York
– – -80,212 Closed
CWG
87
Cornerstone Wealth Group
North Carolina
– – -73,891 Closed
RJFSA
88
Raymond James Financial Services Advisors
Florida
– – -67,069 Closed
AW
89
ACG Wealth
Georgia
– – -31,876 Closed
SFA
90
Sequoia Financial Advisors
Ohio
– – -17,302 Closed
BTS
91
BB&T Securities
Virginia
– – -13,862 Closed
SS
92
Sunbelt Securities
Texas
– – -13,000 Closed
Creative Planning
93
Creative Planning
Kansas
– – -11,374 Closed
CA
94
Cetera Advisors
Colorado
– – -4,468 Closed
MWM
95
Meridian Wealth Management
Kentucky
– – -3,604 Closed
AF
96
Advisornet Financial
Minnesota
– – -2,484 Closed
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
– – -1,405 Closed
LC
98
Lavaca Capital
Texas
– – -1,000 Closed
S
99
SignatureFD
Georgia
– – -100 Closed
CB
100
CNB Bank
Pennsylvania
– – -43 Closed
1 2 3
4
5