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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

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.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$5.05M
2
PP
2
Pegasus Partners
Wisconsin
$2.93M
3
US Bancorp
3
US Bancorp
Minnesota
$1.57M
4
VF
4
Virtu Financial
New York
$1.77M
5
ASN
5
Advisory Services Network
Georgia
$3.7M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$331K
2
SPC
2
Sigma Planning Corp
Michigan
$4.05M
3
Bank of America
3
Bank of America
North Carolina
$5.81M
4
ST
4
Spinnaker Trust
Maine
$7.43M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ST
1
Spinnaker Trust
Maine
$7.43M 391,966 -106,125 -21%
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$6.19M 326,707 -3,269 -1%
Bank of America
3
Bank of America
North Carolina
$5.81M 306,351 -135,020 -31%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.05M 267,730 +254,408 +1,910%
BRCM
5
Bright Rock Capital Management
Massachusetts
$4.82M 254,200 – –
JCM
6
Jacobi Capital Management
Pennsylvania
$4.47M 237,150 -376 -0.2%
SPC
7
Sigma Planning Corp
Michigan
$4.05M 213,843 -179,649 -46%
RW
8
Rand Wealth
Maryland
$4.01M 211,662 -9,864 -4%
ASN
9
Advisory Services Network
Georgia
$3.7M 195,291 +64,480 +49%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.5M 184,666 +45,950 +33%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.04M 160,180 -230 -0.1%
PP
12
Pegasus Partners
Wisconsin
$2.93M 154,830 +154,830 New
Morgan Stanley
13
Morgan Stanley
New York
$1.79M 94,353 +13,608 +17%
VF
14
Virtu Financial
New York
$1.77M 93,520 +74,544 +393%
US Bancorp
15
US Bancorp
Minnesota
$1.57M 82,650 +80,150 +3,206%
SB
16
Suntrust Banks
Georgia
$1.55M 81,853 +31,754 +63%
Lido Advisors
17
Lido Advisors
California
$1.38M 73,264 +33,039 +82%
GRP
18
Global Retirement Partners
California
$1.35M 71,083 -5,649 -7%
Creative Planning
19
Creative Planning
Kansas
$1.27M 66,914 +24,032 +56%
CPA
20
Court Place Advisors
Maryland
$920K 48,554 +727 +2%
Wells Fargo
21
Wells Fargo
California
$809K 42,691 -16,971 -28%
CFD
22
Creative Financial Designs
Indiana
$793K 41,832 -13,298 -24%
BFA
23
Beaumont Financial Advisors
Massachusetts
$746K 39,380 – –
VC
24
Vicus Capital
Pennsylvania
$580K 30,611 +5,122 +20%
TCM
25
Traynor Capital Management
Pennsylvania
$557K 29,407 -8,162 -22%
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