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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

27 hedge funds and large institutions have $71.5M invested in Fidelity MSCI Energy Index ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
10
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$35M
2
ACM
2
Aviance Capital Management
Florida
$16M
3
GA
3
Giralda Advisors
New York
$2.76M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.46M
5
SPC
5
Sigma Planning Corp
Michigan
$1.66M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CAG
3
Crestwood Advisors Group
Massachusetts
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$35M 1,577,995 +1,576,681 +119,991%
ACM
2
Aviance Capital Management
Florida
$16M 722,478 +722,478 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.46M 155,721 +87,392 +128%
BRCM
4
Bright Rock Capital Management
Massachusetts
$3.38M 152,200 – –
GA
5
Giralda Advisors
New York
$2.76M 124,347 +124,347 New
SG Americas Securities
6
SG Americas Securities
New York
$2.22M 100,000 – –
B
7
Bailard
California
$1.97M 88,640 +135 +0.2%
RW
8
Rand Wealth
Maryland
$1.7M 76,373 +5,941 +8%
SPC
9
Sigma Planning Corp
Michigan
$1.66M 74,685 +32,527 +77%
CPA
10
Court Place Advisors
Maryland
$648K 29,205 +203 +0.7%
UBS Group
11
UBS Group
Switzerland
$572K 25,777 +25,777 New
TCM
12
Traynor Capital Management
Pennsylvania
$524K 23,649 +4,283 +22%
CPSAC
13
Chas P. Smith & Associates (CPS)
Florida
$343K 15,472 +15,472 New
WA
14
WFG Advisors
Texas
$328K 14,779 +13,254 +869%
LA
15
Lynch & Associates
Indiana
$264K 11,905 +11,905 New
AW
16
ACG Wealth
Georgia
$202K 9,116 +9,116 New
ASN
17
Advisory Services Network
Georgia
$174K 7,663 -7,194 -48%
Bank of America
18
Bank of America
North Carolina
$128K 5,755 +985 +21%
Wells Fargo
19
Wells Fargo
California
$48K 2,182 +2,050 +1,553%
Morgan Stanley
20
Morgan Stanley
New York
$28K 1,256 -59,649 -98%
Creative Planning
21
Creative Planning
Kansas
$11K 500 +500 New
AWS
22
Aris Wealth Services
Pennsylvania
$10K 470 -13,358 -97%
TIM
23
Tortoise Investment Management
New York
$5K 220 +220 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2K 100 – –
TRCT
25
Tower Research Capital (TRC)
New York
$1K 36 +36 New
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