Fidelity MSCI Energy Index ETF
FENY
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.
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
2% less funds holding
Funds holding: 58 → 57 (-1)
4.02% less ownership
Funds ownership: 23.74% → 19.72% (-4%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
26% less capital invested
Capital invested by funds: $123M → $90.9M (-$31.8M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.43M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.71M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.2M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.17M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$941K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$18.6M |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$9.29M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.76M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.86M |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$1.36M |
FENY Hedge Fund Activity: Q1 2017 in Review
57 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2017, worth a combined $90.9M — down 26% from $123M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FENY and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 26 added.
The largest buyer was Brinker Capital Investments, adding an estimated $2.43M. The largest seller was Beaumont Financial Advisors, cutting an estimated $18.6M.
- 57 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2017, down from 58 in Q4 2016.
- Funds reported $90.9M of Fidelity MSCI Energy Index ETF stock for Q1 2017, down 26% quarter-over-quarter.
- 8 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2017 and 9 closed out, a net change of -1 holder.
- The largest Fidelity MSCI Energy Index ETF buyer in Q1 2017 was Brinker Capital Investments, an estimated $2.43M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q1 2017 was Beaumont Financial Advisors, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2017.