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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

52 hedge funds and large institutions have $112M invested in Fidelity MSCI Energy Index ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
20
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$7.88M
2
AIA
2
Allegis Investment Advisors
Idaho
$1.55M
3
Jane Street
3
Jane Street
New York
$821K
4
Mariner
4
Mariner
Kansas
$772K
5
TRCT
5
Tower Research Capital (TRC)
New York
$649K

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$1.88M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.7M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$10.7M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.66M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.7M 740,532 -231,549 -24%
Bank of America
2
Bank of America
North Carolina
$11.2M 563,942 -9,231 -2%
ST
3
Spinnaker Trust
Maine
$10.8M 544,934 -6,299 -1%
BFA
4
Beaumont Financial Advisors
Massachusetts
$10.7M 537,989 -197,643 -27%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$7.88M 393,341 +99,741 +34%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$6.66M 336,128 -71,166 -17%
SPC
7
Sigma Planning Corp
Michigan
$6.41M 323,352 +11,651 +4%
JCM
8
Jacobi Capital Management
Pennsylvania
$5.4M 275,532 +1,731 +0.6%
BRCM
9
Bright Rock Capital Management
Massachusetts
$4.73M 238,500 – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.61M 232,272 +24,128 +12%
RW
11
Rand Wealth
Maryland
$4.37M 220,370 +11,059 +5%
ASN
12
Advisory Services Network
Georgia
$2.78M 140,153 -31,792 -18%
IAM
13
ITS Asset Management
Pennsylvania
$2.26M 114,110 -70,049 -38%
Goldman Sachs
14
Goldman Sachs
New York
$2.25M 113,633 +1,569 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.09M 105,591 +14,619 +16%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.88M 95,000 -275,000 -74%
AIA
17
Allegis Investment Advisors
Idaho
$1.55M 78,246 +44,859 +134%
Morgan Stanley
18
Morgan Stanley
New York
$1.3M 65,392 +20,896 +47%
Wells Fargo
19
Wells Fargo
California
$1.19M 59,865 +1,870 +3%
CPA
20
Court Place Advisors
Maryland
$849K 42,802 +3,703 +9%
Jane Street
21
Jane Street
New York
$821K 41,404 +41,404 New
B
22
Bailard
California
$790K 39,815 -4,885 -11%
Mariner
23
Mariner
Kansas
$772K 38,915 +38,915 New
WA
24
WFG Advisors
Texas
$739K 37,274 +7,741 +26%
TRCT
25
Tower Research Capital (TRC)
New York
$649K 32,729 +32,729 New
1
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