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Fidelity MSCI Energy Index ETF
FENY

18 hedge funds and large institutions have $62.5M invested in Fidelity MSCI Energy Index ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,047% more capital invested

Capital invested by funds: $5.45M → $62.5M (+$57M)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

125% more funds holding

Funds holding: 8 → 18 (+10)

35.78% more ownership

Funds ownership: 13.1% → 48.88% (+36%)

Holders
18
Holders Change
+10
Holders Change %
+125%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
6
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
+$25.6M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$15.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.42M
4
Morgan Stanley
Morgan Stanley
New York
+$3.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.14M
2
JG
Jefferies Group
New York
-$79.2K

FENY Hedge Fund Activity: Q2 2014 in Review

18 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2014, worth a combined $62.5M — up 1,047% from $5.45M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FENY positions and 0 closed out — a net gain of 10 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $25.6M. The largest seller was Goldman Sachs, cutting an estimated $3.14M.

  • 18 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2014, up from 8 in Q1 2014.
  • Funds reported $62.5M of Fidelity MSCI Energy Index ETF stock for Q2 2014, up 1,047% quarter-over-quarter.
  • 10 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2014 and 0 closed out, a net change of +10 holders.
  • The largest Fidelity MSCI Energy Index ETF buyer in Q2 2014 was Beaumont Financial Advisors, an estimated $25.6M added.
  • The largest Fidelity MSCI Energy Index ETF seller in Q2 2014 was Goldman Sachs, an estimated $3.14M sold.

Based on aggregated 13F filings for Q2 2014.