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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

44 hedge funds and large institutions have $58.7M invested in Fidelity MSCI Energy Index ETF in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$1.41M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$4.25M
3
ST
3
Spinnaker Trust
Maine
$8.43M
4
BRCM
4
Bright Rock Capital Management
Massachusetts
$4.19M
5
B
5
Bailard
California
$785K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.02M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
SIAS
3
Shine Investment Advisory Services
Colorado
$0
4
CP
4
Coho Partners
Pennsylvania
$0
5
RW
5
Rand Wealth
Maryland
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.99M 568,979 -3,045 -0.5%
ST
2
Spinnaker Trust
Maine
$8.43M 479,880 +58,885 +14%
BCI
3
Brinker Capital Investments
Pennsylvania
$6.5M 370,000 – –
HighTower Advisors
4
HighTower Advisors
Illinois
$4.34M 247,110 -20,821 -8%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$4.25M 241,925 +76,949 +47%
BRCM
6
Bright Rock Capital Management
Massachusetts
$4.19M 238,500 +56,800 +31%
RW
7
Rand Wealth
Maryland
$3.61M 205,316 -33,166 -14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.02M 171,919 -72,911 -30%
SPC
9
Sigma Planning Corp
Michigan
$2.12M 120,937 +18,069 +18%
Goldman Sachs
10
Goldman Sachs
New York
$1.97M 112,064 -1,936 -2%
ASN
11
Advisory Services Network
Georgia
$1.41M 80,302 +77,820 +3,135%
GA
12
Giralda Advisors
New York
$1.25M 71,086 -22,554 -24%
Morgan Stanley
13
Morgan Stanley
New York
$1.05M 59,883 +3,136 +6%
Wells Fargo
14
Wells Fargo
California
$896K 51,002 -176 -0.3%
B
15
Bailard
California
$785K 44,700 +44,700 New
CPA
16
Court Place Advisors
Maryland
$687K 39,096 +4 +0%
LPL Financial
17
LPL Financial
California
$428K 25,074 -2,486 -9%
WA
18
WFG Advisors
Texas
$361K 20,546 +16,552 +414%
TRCT
19
Tower Research Capital (TRC)
New York
$353K 20,130 +17,593 +693%
TCM
20
Traynor Capital Management
Pennsylvania
$329K 18,779 -13,385 -42%
LA
21
Lynch & Associates
Indiana
$322K 18,332 +3,832 +26%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$290K 16,537 -4,986 -23%
AW
23
ACG Wealth
Georgia
$286K 16,263 +2,937 +22%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$283K 16,156 +11,708 +263%
RPG
25
Risk Paradigm Group
Texas
$266K 15,167 +15,167 New
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