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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

70 hedge funds and large institutions have $114M invested in Fidelity MSCI Energy Index ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
20
Increased
28
Reduced
15
Closed
11
Calls
$293K
Puts
–
Net Calls
+$293K
Net Calls Change
+$293K

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$21.4M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$6.86M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$2.4M
4
NR
4
Newfound Research
Massachusetts
$2.11M
5
BGC
5
Blue Granite Capital
South Carolina
$1.73M

Top Sellers

1
PP
1
Pegasus Partners
Wisconsin
$0
2
VF
2
Virtu Financial
New York
$0
3
US Bancorp
3
US Bancorp
Minnesota
$50K
4
Bank of America
4
Bank of America
North Carolina
$5.14M
5
CFD
5
Creative Financial Designs
Indiana
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$21.4M 1,068,224 +1,028,844 +2,613%
ST
2
Spinnaker Trust
Maine
$7.81M 389,687 -2,279 -0.6%
HighTower Advisors
3
HighTower Advisors
Illinois
$7.09M 353,574 +85,844 +32%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.86M 342,097 +317,200 +1,274%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$6.63M 330,893 +4,186 +1%
Bank of America
6
Bank of America
North Carolina
$5.14M 256,309 -50,042 -16%
BRCM
7
Bright Rock Capital Management
Massachusetts
$5.1M 254,200 – –
JCM
8
Jacobi Capital Management
Pennsylvania
$4.96M 237,253 +103 +0%
ASN
9
Advisory Services Network
Georgia
$4.76M 237,556 +42,265 +22%
RW
10
Rand Wealth
Maryland
$4.62M 230,419 +18,757 +9%
SPC
11
Sigma Planning Corp
Michigan
$3.9M 194,524 -19,319 -9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.47M 173,224 -11,442 -6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.22M 160,514 +334 +0.2%
AIP
14
Almanack Investment Partners
Pennsylvania
$2.4M 119,857 +119,857 New
NR
15
Newfound Research
Massachusetts
$2.11M 105,160 +105,160 New
SB
16
Suntrust Banks
Georgia
$1.88M 93,647 +11,794 +14%
Lido Advisors
17
Lido Advisors
California
$1.81M 90,469 +17,205 +23%
BGC
18
Blue Granite Capital
South Carolina
$1.73M 86,010 +86,010 New
GRP
19
Global Retirement Partners
California
$1.62M 80,951 +9,868 +14%
Morgan Stanley
20
Morgan Stanley
New York
$1.57M 78,055 -16,298 -17%
Creative Planning
21
Creative Planning
Kansas
$1.45M 72,055 +5,141 +8%
WP
22
WealthSource Partners
California
$1.37M 68,500 +68,500 New
ECM
23
Exchange Capital Management
Michigan
$1.36M 67,598 +45,606 +207%
CPA
24
Court Place Advisors
Maryland
$1.01M 50,107 +1,553 +3%
VC
25
Vicus Capital
Pennsylvania
$676K 33,738 +3,127 +10%
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