Fidelity MSCI Energy Index ETF
FENY
85 hedge funds and large institutions have $174M invested in Fidelity MSCI Energy Index ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
80% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 20
73% more capital invested
Capital invested by funds: $101M → $174M (+$73.2M)
10% more funds holding
Funds holding: 77 → 85 (+8)
5.83% more ownership
Funds ownership: 20.89% → 26.73% (+5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$35.5M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.79M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.73M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$4.35M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$1.85M |
| 2 |
SG Americas Securities
New York
|
-$805K |
| 3 |
VF
Virtu Financial
New York
|
-$554K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$517K |
| 5 |
VCM
Verger Capital Management
Winston-Salem,
North Carolina
|
-$454K |
FENY Hedge Fund Activity: Q2 2018 in Review
85 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2018, worth a combined $174M — up 73% from $101M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FENY positions and 9 closed out — a net gain of 8 holders — while 36 added to existing stakes and 20 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $35.5M. The largest seller was BB&T Securities, cutting an estimated $1.85M.
- 85 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2018, up from 77 in Q1 2018.
- Funds reported $174M of Fidelity MSCI Energy Index ETF stock for Q2 2018, up 73% quarter-over-quarter.
- 17 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2018 and 9 closed out, a net change of +8 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q2 2018 was Beaumont Financial Advisors, an estimated $35.5M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q2 2018 was BB&T Securities, an estimated $1.85M sold.
Based on aggregated 13F filings for Q2 2018.