Fidelity MSCI Energy Index ETF
FENY
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.
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
10% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 29
2.91% more ownership
Funds ownership: 23.33% → 26.24% (+2.9%)
1% more funds holding
Funds holding: 96 → 97 (+1)
15% less capital invested
Capital invested by funds: $97.9M → $83.5M (-$14.3M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$22.9M |
| 2 |
CIA
CSat Investment Advisory
Detroit,
Michigan
|
+$17.7M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$17.7M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
+$4.98M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$5.73M |
| 2 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$3.21M |
| 3 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$3.02M |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$2.17M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.16M |
FENY Hedge Fund Activity: Q1 2020 in Review
97 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2020, worth a combined $83.5M — down 15% from $97.9M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FENY positions and 22 closed out — a net gain of 3 holders — while 32 added to existing stakes and 29 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $22.9M. The largest seller was Chas P. Smith & Associates (CPS), cutting an estimated $5.73M.
- 97 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2020, up from 96 in Q4 2019.
- Funds reported $83.5M of Fidelity MSCI Energy Index ETF stock for Q1 2020, down 15% quarter-over-quarter.
- 25 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2020 and 22 closed out, a net change of +3 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q1 2020 was FormulaFolio Investments, an estimated $22.9M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q1 2020 was Chas P. Smith & Associates (CPS), an estimated $5.73M sold.
Based on aggregated 13F filings for Q1 2020.