We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF
FENY

99 hedge funds and large institutions have $171M invested in Fidelity MSCI Energy Index ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

67% more capital invested

Capital invested by funds: $102M → $171M (+$68.4M)

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

9.16% more ownership

Funds ownership: 23.46% → 32.62% (+9.2%)

9% more funds holding

Funds holding: 91 → 99 (+8)

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
37
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
+$19.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.8M
3
VC
Vicus Capital
Pennsylvania
+$9.72M
4
ASN
Advisory Services Network
Georgia
+$3.93M
5
SSW
Smith Shellnut Wilson
Mississippi
+$3.56M

Top Sellers

1
PP
Pegasus Partners
Wisconsin
-$2.79M
2
VF
Virtu Financial
New York
-$2.35M
3
CW
Cobiz Wealth
Colorado
-$2.03M
4
VCM
Verger Capital Management
North Carolina
-$1.99M
5
Stifel Financial
Stifel Financial
Missouri
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
101
Sargent Bickham Lagudis
Colorado
– -$19K -1,205 Closed
BOPW
102
Brandywine Oak Private Wealth
Pennsylvania
– -$16K -1,083 Closed
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
– -$17K -1,078 Closed
RCG
104
Ruggie Capital Group
Florida
– -$17K -1,078 Closed
WEC
105
Winslow Evans & Crocker
Massachusetts
– -$12K -750 Closed
Parallax Volatility Advisers
106
Parallax Volatility Advisers
California
– -$1.09K -62 -98%
GWMIA
107
Global Wealth Management Investment Advisory
Florida
– +$35 +2 New
AIL
108
AGF Investments LLC
Ontario, Canada
– +$53 +3 +38%
1 2 3 4
5