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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

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.

Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
12
Increased
22
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.9M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$14.3M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$7.9M
4
JCM
4
Jacobi Capital Management
Pennsylvania
$5.26M
5
SPC
5
Sigma Planning Corp
Michigan
$6.05M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$1.4M
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$864K
4
LPL Financial
4
LPL Financial
California
$201K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.9M 972,081 +972,081 New
BFA
2
Beaumont Financial Advisors
Massachusetts
$14.3M 735,632 +735,632 New
Bank of America
3
Bank of America
North Carolina
$11.1M 573,173 +4,194 +0.7%
ST
4
Spinnaker Trust
Maine
$10.7M 551,233 +71,353 +15%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$7.9M 407,294 +391,138 +2,421%
BCI
6
Brinker Capital Investments
Pennsylvania
$7.18M 370,000 – –
SPC
7
Sigma Planning Corp
Michigan
$6.05M 311,701 +190,764 +158%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$5.7M 293,600 +51,675 +21%
JCM
9
Jacobi Capital Management
Pennsylvania
$5.26M 273,801 +273,801 New
BRCM
10
Bright Rock Capital Management
Massachusetts
$4.63M 238,500 – –
RW
11
Rand Wealth
Maryland
$4.06M 209,311 +3,995 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.04M 208,144 +36,225 +21%
IAM
13
ITS Asset Management
Pennsylvania
$3.57M 184,159 +184,159 New
ASN
14
Advisory Services Network
Georgia
$3.34M 171,945 +91,643 +114%
Goldman Sachs
15
Goldman Sachs
New York
$2.17M 112,064 – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.77M 90,972 +74,435 +450%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.4M 72,461 -174,649 -71%
GA
18
Giralda Advisors
New York
$1.16M 59,535 -11,551 -16%
Wells Fargo
19
Wells Fargo
California
$1.13M 57,995 +6,993 +14%
B
20
Bailard
California
$867K 44,700 – –
Morgan Stanley
21
Morgan Stanley
New York
$864K 44,496 -15,387 -26%
CPA
22
Court Place Advisors
Maryland
$759K 39,099 +3 +0%
SG Americas Securities
23
SG Americas Securities
New York
$705K 36,343 +36,343 New
SG
24
Societe Generale
$705K 36,343 +36,343 New
AIA
25
Allegis Investment Advisors
Idaho
$643K 33,387 +33,387 New
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