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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

58 hedge funds and large institutions have $123M invested in Fidelity MSCI Energy Index ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
17
Increased
22
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$21.1M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$9.29M
3
CFD
3
Creative Financial Designs
Indiana
$2.95M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.31M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.73M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
AIA
2
Allegis Investment Advisors
Idaho
$0
3
JCM
3
Jacobi Capital Management
Pennsylvania
$4.53M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.12M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.29M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$21.1M 995,520 +457,531 +85%
Bank of America
2
Bank of America
North Carolina
$12.2M 577,401 +13,459 +2%
ST
3
Spinnaker Trust
Maine
$11.3M 534,265 -10,669 -2%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$9.29M 457,198 +457,198 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$8.2M 386,980 +50,852 +15%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$7.98M 376,565 -16,776 -4%
SPC
7
Sigma Planning Corp
Michigan
$7.27M 343,315 +19,963 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.73M 317,712 +85,440 +37%
BRCM
9
Bright Rock Capital Management
Massachusetts
$5.38M 254,200 +15,700 +7%
RW
10
Rand Wealth
Maryland
$4.64M 219,021 -1,349 -0.6%
JCM
11
Jacobi Capital Management
Pennsylvania
$4.53M 214,606 -60,926 -22%
CFD
12
Creative Financial Designs
Indiana
$2.95M 139,363 +139,363 New
HighTower Advisors
13
HighTower Advisors
Illinois
$2.31M 108,795 +108,795 New
BCI
14
Brinker Capital Investments
Pennsylvania
$2.01M 95,000 – –
Morgan Stanley
15
Morgan Stanley
New York
$1.97M 92,896 +27,504 +42%
Wells Fargo
16
Wells Fargo
California
$1.39M 65,459 +5,594 +9%
Goldman Sachs
17
Goldman Sachs
New York
$1.29M 61,110 -52,523 -46%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M 55,133 +52,390 +1,910%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.12M 52,866 -52,725 -50%
SG Americas Securities
20
SG Americas Securities
New York
$1.03M 48,788 +25,710 +111%
CPA
21
Court Place Advisors
Maryland
$1.01M 47,553 +4,751 +11%
WA
22
WFG Advisors
Texas
$874K 41,276 +4,002 +11%
B
23
Bailard
California
$843K 39,815 – –
FA
24
FDx Advisors
Illinois
$617K 29,127 +29,127 New
TCM
25
Traynor Capital Management
Pennsylvania
$541K 26,435 +3,011 +13%
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