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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

93 hedge funds and large institutions have $75.8M invested in Fidelity MSCI Energy Index ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 27 closing their positions.

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
27
Reduced
23
Closed
27
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$2.35M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.33M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$9.54M
4
NR
4
Newfound Research
Massachusetts
$1.39M
5
Bank of America
5
Bank of America
North Carolina
$4.06M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
TI
2
Tidal Investments
Wisconsin
$0
3
CIA
3
CSat Investment Advisory
Michigan
$0
4
ST
4
Spinnaker Trust
Maine
$0
5
Wells Fargo
5
Wells Fargo
California
$160K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$10K 1,000 – –
WT
77
Washington Trust
Rhode Island
$10K 1,050 – –
LDFR
78
Lehman & Derafelo Financial Resources
Pennsylvania
$9K 900 – –
MA
79
MCF Advisors
Kentucky
$7K 687 -643 -48%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$7K 696 – –
VFA
81
Valeo Financial Advisors
Indiana
$7K 685 +10 +1%
SSWG
82
Seven Springs Wealth Group
Tennessee
$7K 698 +698 New
TCM
83
Tradewinds Capital Management
Washington
$5K 541 +6 +1%
EW
84
Element Wealth
Mississippi
$3K 289 +4 +1%
SIS
85
Sound Income Strategies
Florida
$2K 181 – –
CFGS
86
Concourse Financial Group Securities
Alabama
$2K 167 – –
APWM
87
Atlas Private Wealth Management
New York
$1K 151 – –
LWA
88
Lowe Wealth Advisors
Maryland
$1K 110 – –
GI
89
Gradient Investments
Minnesota
$1K 57 +57 New
TCM
90
TD Capital Management
Tennessee
$1K 100 +100 New
FI
91
FormulaFolio Investments
Michigan
– – -1,831,736 Closed
TI
92
Tidal Investments
Wisconsin
– – -1,412,230 Closed
CIA
93
CSat Investment Advisory
Michigan
– – -1,412,230 Closed
ST
94
Spinnaker Trust
Maine
– – -528,870 Closed
BCI
95
Brinker Capital Investments
Pennsylvania
– – -236,826 Closed
HT
96
HAP Trading
New York
– – -171,301 Closed
BFPW
97
BOK Financial Private Wealth
Colorado
– – -59,059 Closed
PD
98
Planning Directions
Pennsylvania
– – -46,882 Closed
NAM
99
NorthCoast Asset Management
Connecticut
– – -44,901 Closed
PG
100
Prostatis Group
Maryland
– – -30,334 Closed
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4
5