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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

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.

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.49M
2
SB
2
Suntrust Banks
Georgia
$901K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$4.44M
4
TRCT
4
Tower Research Capital (TRC)
New York
$450K
5
Creative Planning
5
Creative Planning
Kansas
$771K

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$318K
2
Bank of America
2
Bank of America
North Carolina
$7.94M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$233K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
1
Spinnaker Trust
Maine
$8.96M 498,091 -10,960 -2%
Bank of America
2
Bank of America
North Carolina
$7.94M 441,371 -159,565 -27%
SPC
3
Sigma Planning Corp
Michigan
$7.08M 393,492 +3,697 +0.9%
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$5.93M 329,976 +18,823 +6%
BRCM
5
Bright Rock Capital Management
Massachusetts
$4.57M 254,200 – –
BCI
6
Brinker Capital Investments
Pennsylvania
$4.44M 247,000 +32,000 +15%
JCM
7
Jacobi Capital Management
Pennsylvania
$4.22M 237,526 -465 -0.2%
RW
8
Rand Wealth
Maryland
$3.98M 221,526 -6,255 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.88M 160,410 -65,530 -29%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.49M 138,716 +57,961 +72%
ASN
11
Advisory Services Network
Georgia
$2.35M 130,811 -27,784 -18%
Morgan Stanley
12
Morgan Stanley
New York
$1.45M 80,745 +11,079 +16%
GRP
13
Global Retirement Partners
California
$1.38M 76,732 +10,627 +16%
Wells Fargo
14
Wells Fargo
California
$1.07M 59,662 -320 -0.5%
WA
15
WFG Advisors
Texas
$1.03M 57,429 +20,860 +57%
CFD
16
Creative Financial Designs
Indiana
$993K 55,130 -16,891 -23%
SB
17
Suntrust Banks
Georgia
$901K 50,099 +50,099 New
CPA
18
Court Place Advisors
Maryland
$860K 47,827 +140 +0.3%
Creative Planning
19
Creative Planning
Kansas
$771K 42,882 +21,633 +102%
Lido Advisors
20
Lido Advisors
California
$723K 40,225 +10,152 +34%
BFA
21
Beaumont Financial Advisors
Massachusetts
$708K 39,380 -36,558 -48%
TCM
22
Traynor Capital Management
Pennsylvania
$690K 37,569 -2,093 -5%
B
23
Bailard
California
$656K 36,480 -650 -2%
VC
24
Vicus Capital
Pennsylvania
$458K 25,489 +13,683 +116%
TRCT
25
Tower Research Capital (TRC)
New York
$450K 25,030 +25,030 New
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