Fidelity MSCI Energy Index ETF
FENY
124 hedge funds and large institutions have $251M invested in Fidelity MSCI Energy Index ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 16 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 38
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
2.25% more ownership
Funds ownership: 24.76% → 27% (+2.2%)
2% more capital invested
Capital invested by funds: $247M → $251M (+$3.81M)
1% more funds holding
Funds holding: 123 → 124 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$29.4M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$2.92M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$2.03M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.76M |
| 5 |
RBFC
Roman Butler Fullerton & Co
St Louis,
Missouri
|
+$1.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
126
Sequent Asset Management
Houston,
Texas
| – | -$203K | -13,755 | Closed |
|
|
CW
127
CreativeOne Wealth
Overland Park,
Kansas
| – | -$187K | -12,701 | Closed |
|
|
BCM
128
Beaumont Capital Management
Boston,
Massachusetts
| – | -$186K | -12,677 | Closed |
|
|
BB
129
Busey Bank
Urbana,
Illinois
| – | -$164K | -11,100 | Closed |
|
|
SGI
130
Summit Global Investments
Bountiful,
Utah
| – | -$151K | -10,212 | Closed |
|
|
EFSCE
131
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$35K | -2,369 | Closed |
|
|
EVM
132
Eaton Vance Management
Boston,
Massachusetts
| – | -$25.8K | -1,900 | -37% |
|
|
IWMWV
133
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| – | -$15K | -1,000 | Closed |
|
134
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$8K | -515 | Closed |
|
|
SIS
135
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$2.21K | -163 | -90% |
|
|
HIA
136
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$2K | -107 | Closed |
|
|
SMG
137
Spectrum Management Group
Indianapolis,
Indiana
| – | -$149 | -11 | -31% |
|
FENY Hedge Fund Activity: Q3 2021 in Review
124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q3 2021, worth a combined $251M — up 1.5% from $247M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FENY positions and 16 closed out — a net gain of 2 holders — while 49 added to existing stakes and 38 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $29.4M. The largest seller was NorthCoast Asset Management, cutting an estimated $8.32M.
- 124 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q3 2021, up from 123 in Q2 2021.
- Funds reported $251M of Fidelity MSCI Energy Index ETF stock for Q3 2021, up 1.5% quarter-over-quarter.
- 18 funds opened new Fidelity MSCI Energy Index ETF positions in Q3 2021 and 16 closed out, a net change of +2 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q3 2021 was Brookstone Capital Management, an estimated $29.4M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q3 2021 was NorthCoast Asset Management, an estimated $8.32M sold.
Based on aggregated 13F filings for Q3 2021.