Fidelity MSCI Energy Index ETF
FENY
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.
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
5% more funds holding
Funds holding: 42 → 44 (+2)
3% more capital invested
Capital invested by funds: $56.9M → $58.7M (+$1.78M)
3.37% less ownership
Funds ownership: 21.02% → 17.65% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.28M |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$1.27M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
+$968K |
| 4 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
+$934K |
| 5 |
B
Bailard
Foster City,
California
|
+$735K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.2M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$826K |
| 3 |
SIAS
Shine Investment Advisory Services
Lone Tree,
Colorado
|
-$822K |
| 4 |
CP
Coho Partners
Berwyn,
Pennsylvania
|
-$661K |
| 5 |
RW
Rand Wealth
Baltimore,
Maryland
|
-$545K |
FENY Hedge Fund Activity: Q1 2016 in Review
44 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2016, worth a combined $58.7M — up 3.1% from $56.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FENY positions and 8 closed out — a net gain of 2 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Advisory Services Network, adding an estimated $1.28M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.2M.
- 44 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2016, up from 42 in Q4 2015.
- Funds reported $58.7M of Fidelity MSCI Energy Index ETF stock for Q1 2016, up 3.1% quarter-over-quarter.
- 10 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2016 and 8 closed out, a net change of +2 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q1 2016 was Advisory Services Network, an estimated $1.28M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q1 2016 was Commonwealth Equity Services, an estimated $1.2M sold.
Based on aggregated 13F filings for Q1 2016.