Fidelity MSCI Energy Index ETF
FENY
58 hedge funds and large institutions have $71.8M invested in Fidelity MSCI Energy Index ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 57 → 58 (+1)
2.64% less ownership
Funds ownership: 19.72% → 17.08% (-2.6%)
21% less capital invested
Capital invested by funds: $90.9M → $71.8M (-$19.1M)
24% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.08M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$937K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$599K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$468K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$405K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.35M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.99M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$2.9M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.66M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.23M |
FENY Hedge Fund Activity: Q2 2017 in Review
58 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2017, worth a combined $71.8M — down 21% from $90.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FENY positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 25 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.08M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $4.35M.
- 58 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2017, up from 57 in Q1 2017.
- Funds reported $71.8M of Fidelity MSCI Energy Index ETF stock for Q2 2017, down 21% quarter-over-quarter.
- 7 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2017 and 6 closed out, a net change of +1 holder.
- The largest Fidelity MSCI Energy Index ETF buyer in Q2 2017 was Cambridge Investment Research Advisors, an estimated $1.08M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q2 2017 was Ladenburg Thalmann Financial Services, an estimated $4.35M sold.
Based on aggregated 13F filings for Q2 2017.