Fidelity MSCI Energy Index ETF
FENY
77 hedge funds and large institutions have $101M invested in Fidelity MSCI Energy Index ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
10% more funds holding
Funds holding: 70 → 77 (+7)
1.37% less ownership
Funds ownership: 22.26% → 20.89% (-1.4%)
11% less capital invested
Capital invested by funds: $114M → $101M (-$13M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$16.3M |
| 2 |
VCM
Verger Capital Management
Winston-Salem,
North Carolina
|
+$9.48M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
+$2.03M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.03M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$964K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$20.2M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6.33M |
| 3 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
-$5.1M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$2.18M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$2.11M |
FENY Hedge Fund Activity: Q1 2018 in Review
77 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2018, worth a combined $101M — down 11% from $114M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FENY positions and 10 closed out — a net gain of 8 holders — while 26 added to existing stakes and 20 trimmed.
The largest buyer was BB&T Securities, opening a new position worth an estimated $16.3M. The largest seller was Beaumont Financial Advisors, cutting an estimated $20.2M.
- 77 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2018, up from 70 in Q4 2017.
- Funds reported $101M of Fidelity MSCI Energy Index ETF stock for Q1 2018, down 11% quarter-over-quarter.
- 18 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2018 and 10 closed out, a net change of +8 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q1 2018 was BB&T Securities, an estimated $16.3M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q1 2018 was Beaumont Financial Advisors, an estimated $20.2M sold.
Based on aggregated 13F filings for Q1 2018.