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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

57 hedge funds and large institutions have $90.9M invested in Fidelity MSCI Energy Index ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
26
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$3.11M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$4.22M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.66M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$3.29M
5
GRP
5
Global Retirement Partners
California
$1.3M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$1.49M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$4.92M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.44M
5
CFD
5
Creative Financial Designs
Indiana
$1.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.8M 600,936 +23,535 +4%
ST
2
Spinnaker Trust
Maine
$9.99M 509,051 -25,214 -5%
SPC
3
Sigma Planning Corp
Michigan
$7.65M 389,795 +46,480 +14%
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$6.11M 311,153 -65,412 -17%
BRCM
5
Bright Rock Capital Management
Massachusetts
$4.99M 254,200 – –
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$4.92M 250,485 -136,495 -35%
JCM
7
Jacobi Capital Management
Pennsylvania
$4.67M 237,991 +23,385 +11%
RW
8
Rand Wealth
Maryland
$4.47M 227,781 +8,760 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.44M 225,940 -91,772 -29%
BCI
10
Brinker Capital Investments
Pennsylvania
$4.22M 215,000 +120,000 +126%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.29M 168,227 +59,432 +55%
ASN
12
Advisory Services Network
Georgia
$3.11M 158,595 +158,595 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.66M 84,602 +84,602 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.59M 80,755 +27,889 +53%
BFA
15
Beaumont Financial Advisors
Massachusetts
$1.49M 75,938 -919,582 -92%
CFD
16
Creative Financial Designs
Indiana
$1.43M 72,021 -67,342 -48%
SG Americas Securities
17
SG Americas Securities
New York
$1.38M 70,055 +21,267 +44%
Morgan Stanley
18
Morgan Stanley
New York
$1.37M 69,666 -23,230 -25%
GRP
19
Global Retirement Partners
California
$1.3M 66,105 +57,775 +694%
Wells Fargo
20
Wells Fargo
California
$1.18M 59,982 -5,477 -8%
CPA
21
Court Place Advisors
Maryland
$936K 47,687 +134 +0.3%
TCM
22
Traynor Capital Management
Pennsylvania
$747K 39,662 +13,227 +50%
B
23
Bailard
California
$729K 37,130 -2,685 -7%
WA
24
WFG Advisors
Texas
$718K 36,569 -4,707 -11%
Lido Advisors
25
Lido Advisors
California
$569K 30,073 +16,915 +129%
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