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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 %
IA
76
IFP Advisors
Florida
$17K 1,095 +39 +4%
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$16K 982 -240 -20%
RFWA
78
RPg Family Wealth Advisory
Massachusetts
$14.5K 907 – –
LDFR
79
Lehman & Derafelo Financial Resources
Pennsylvania
$14K 900 +900 New
ACA
80
Atlas Capital Advisors
Wyoming
$12.1K 755 – –
SSB
81
Sandy Spring Bank
Maryland
$12K 757 +27 +4%
VFA
82
Valeo Financial Advisors
Indiana
$9K 545 +545 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$8K 482 -477 -50%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$8K 496 – –
AIC
85
Ameritas Investment Company
Nebraska
$6K 360 – –
EW
86
Element Wealth
Mississippi
$4K 281 +281 New
SIS
87
Sound Income Strategies
Florida
$3K 181 – –
CFGS
88
Concourse Financial Group Securities
Alabama
$3K 167 +167 New
EWP
89
Engrave Wealth Partners
Texas
$3K 200 +200 New
LWA
90
Lowe Wealth Advisors
Maryland
$2K 110 – –
AIA
91
Armor Investment Advisors
North Carolina
$2K 135 – –
APWM
92
Atlas Private Wealth Management
New York
$2K 150 +150 New
LPWM
93
Lake Point Wealth Management
Texas
$1K 68 +68 New
PAIM
94
Punch & Associates Investment Management
Minnesota
– – -134,880 Closed
VF
95
Virtu Financial
New York
– – -103,616 Closed
B
96
Bailard
California
– – -49,761 Closed
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
– – -33,832 Closed
Goldman Sachs
98
Goldman Sachs
New York
– – -23,715 Closed
KWA
99
KCS Wealth Advisory
California
– – -2,687 Closed
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
– – -1,810 Closed
1 2 3
4
5