Fidelity MSCI Energy Index ETF
FENY
108 hedge funds and large institutions have $128M invested in Fidelity MSCI Energy Index ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 15 closing their positions.
147% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 15
108% more capital invested
Capital invested by funds: $61.8M → $128M (+$66.6M)
48% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 23
24% more funds holding
Funds holding: 87 → 108 (+21)
8.12% more ownership
Funds ownership: 13.66% → 21.78% (+8.1%)
51% less call options, than puts
Call options by funds: $103K | Put options by funds: $212K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$34.9M |
| 2 |
HWA
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
+$7.19M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.49M |
| 4 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$2.13M |
| 5 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.27M |
| 2 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$1.86M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.43M |
| 4 |
BCA
Bray Capital Advisors
Naples,
Florida
|
-$890K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$658K |
FENY Hedge Fund Activity: Q4 2020 in Review
108 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2020, worth a combined $128M — up 108% from $61.8M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new FENY positions and 15 closed out — a net gain of 22 holders — while 34 added to existing stakes and 23 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $34.9M. The largest seller was Osaic Holdings, cutting an estimated $2.27M.
- 108 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2020, up from 87 in Q3 2020.
- Funds reported $128M of Fidelity MSCI Energy Index ETF stock for Q4 2020, up 108% quarter-over-quarter.
- 37 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2020 and 15 closed out, a net change of +22 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $34.9M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q4 2020 was Osaic Holdings, an estimated $2.27M sold.
Based on aggregated 13F filings for Q4 2020.