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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 %
SSB
76
Sandy Spring Bank
Maryland
$6K 769 +12 +2%
VFA
77
Valeo Financial Advisors
Indiana
$6K 675 +130 +24%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$5K 696 -286 -29%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$5K 720 +720 New
FP
80
Financial Perspectives
Minnesota
$4.94K 657 +657 New
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$4K 496 – –
SF
82
Synovus Financial
Georgia
$4K 476 +476 New
TCM
83
Tradewinds Capital Management
Washington
$4K 535 +535 New
EW
84
Element Wealth
Mississippi
$2K 285 +4 +1%
OPS
85
Orion Portfolio Solutions
Nebraska
$1K 160 -6,075 -97%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$1K 125 -357 -74%
AIA
87
Armor Investment Advisors
North Carolina
$1K 135 – –
CFGS
88
Concourse Financial Group Securities
Alabama
$1K 167 – –
SIS
89
Sound Income Strategies
Florida
$1K 181 – –
LWA
90
Lowe Wealth Advisors
Maryland
$1K 110 – –
LPWM
91
Lake Point Wealth Management
Texas
$1K 69 +1 +1%
APWM
92
Atlas Private Wealth Management
New York
$1K 151 +1 +0.7%
PCS
93
Personal CFO Solutions
New Jersey
– – -188,705 Closed
CWG
94
Cornerstone Wealth Group
North Carolina
– – -135,496 Closed
Citadel Advisors
95
Citadel Advisors
Florida
– – -106,997 Closed
RCYC
96
Richard C. Young & Co
Rhode Island
– – -68,046 Closed
Jane Street
97
Jane Street
New York
– – -67,215 Closed
ECM
98
Exchange Capital Management
Michigan
– – -60,666 Closed
MFM
99
Mirsky Financial Management
New York
– – -47,559 Closed
LNC
100
Lincoln National Corp
Pennsylvania
– – -46,938 Closed
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4
5