Fidelity MSCI Energy Index ETF
FENY
50 hedge funds and large institutions have $123M invested in Fidelity MSCI Energy Index ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 6 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
109% more capital invested
Capital invested by funds: $58.7M → $123M (+$64.2M)
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
14% more funds holding
Funds holding: 44 → 50 (+6)
10.4% more ownership
Funds ownership: 17.65% → 28.04% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.2M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$13.8M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$7.33M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$3.58M |
| 5 |
IAM
ITS Asset Management
Washington,
Pennsylvania
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$3.27M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$353K |
| 3 |
Morgan Stanley
New York
|
-$289K |
| 4 |
LPL Financial
San Diego,
California
|
-$274K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$226K |
FENY Hedge Fund Activity: Q2 2016 in Review
50 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2016, worth a combined $123M — up 109% from $58.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FENY positions and 6 closed out — a net gain of 6 holders — while 22 added to existing stakes and 9 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $18.2M. The largest seller was HighTower Advisors, cutting an estimated $3.27M.
- 50 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2016, up from 44 in Q1 2016.
- Funds reported $123M of Fidelity MSCI Energy Index ETF stock for Q2 2016, up 109% quarter-over-quarter.
- 12 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2016 and 6 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q2 2016 was Envestnet Asset Management, an estimated $18.2M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q2 2016 was HighTower Advisors, an estimated $3.27M sold.
Based on aggregated 13F filings for Q2 2016.