Fidelity MSCI Energy Index ETF
FENY
61 hedge funds and large institutions have $76.7M invested in Fidelity MSCI Energy Index ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $71.8M → $76.7M (+$4.87M)
5% more funds holding
Funds holding: 58 → 61 (+3)
0.38% more ownership
Funds ownership: 17.08% → 17.45% (+0.38%)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$4.57M |
| 2 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$2.78M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.44M |
| 4 |
VF
Virtu Financial
New York
|
+$1.34M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.12M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.23M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.43M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
-$1.91M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$450K |
FENY Hedge Fund Activity: Q3 2017 in Review
61 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q3 2017, worth a combined $76.7M — up 6.8% from $71.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FENY positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 22 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $4.57M. The largest seller was Brinker Capital Investments, cutting an estimated $4.12M.
- 61 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q3 2017, up from 58 in Q2 2017.
- Funds reported $76.7M of Fidelity MSCI Energy Index ETF stock for Q3 2017, up 6.8% quarter-over-quarter.
- 9 funds opened new Fidelity MSCI Energy Index ETF positions in Q3 2017 and 5 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q3 2017 was HighTower Advisors, an estimated $4.57M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q3 2017 was Brinker Capital Investments, an estimated $4.12M sold.
Based on aggregated 13F filings for Q3 2017.