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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

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.

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
36
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$37.3M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.12M
3
PCM
3
Penserra Capital Management
California
$4.86M
4
NR
4
Newfound Research
Massachusetts
$4.47M
5
SPC
5
Sigma Planning Corp
Michigan
$7.35M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$15.7M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
VF
3
Virtu Financial
New York
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$593K
5
VCM
5
Verger Capital Management
North Carolina
$9.81M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$37.3M 1,757,310 +1,717,624 +4,328%
BTS
2
BB&T Securities
Virginia
$15.7M 741,103 -89,494 -11%
ST
3
Spinnaker Trust
Maine
$10.6M 497,029 +3,577 +0.7%
HighTower Advisors
4
HighTower Advisors
Illinois
$10.4M 490,936 +84,747 +21%
VCM
5
Verger Capital Management
North Carolina
$9.81M 461,770 -21,960 -5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.12M 382,164 +231,665 +154%
SPC
7
Sigma Planning Corp
Michigan
$7.35M 346,003 +174,908 +102%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$7.31M 343,842 +609 +0.2%
Bank of America
9
Bank of America
North Carolina
$5.73M 269,517 -386 -0.1%
ASN
10
Advisory Services Network
Georgia
$5.22M 243,024 +62,686 +35%
PCM
11
Penserra Capital Management
California
$4.86M 228,790 +228,790 New
RW
12
Rand Wealth
Maryland
$4.59M 215,945 +9,145 +4%
JCM
13
Jacobi Capital Management
Pennsylvania
$4.57M 215,133 -18,889 -8%
NR
14
Newfound Research
Massachusetts
$4.47M 210,385 +210,385 New
Lido Advisors
15
Lido Advisors
California
$4.23M 199,138 +70,656 +55%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.13M 194,476 +17,491 +10%
Morgan Stanley
17
Morgan Stanley
New York
$2.95M 138,833 +40,466 +41%
SB
18
Suntrust Banks
Georgia
$2.2M 107,352 +3,115 +3%
GRP
19
Global Retirement Partners
California
$2.04M 95,933 +15,728 +20%
VC
20
Vicus Capital
Pennsylvania
$1.88M 88,578 +36,825 +71%
ECM
21
Exchange Capital Management
Michigan
$1.77M 83,298 +1,392 +2%
WP
22
WealthSource Partners
California
$1.2M 56,635 -10,195 -15%
CPA
23
Court Place Advisors
Maryland
$1.11M 52,289 -802 -2%
SFS
24
Sowell Financial Services
Arkansas
$1.03M 49,441 +251 +0.5%
Creative Planning
25
Creative Planning
Kansas
$1.02M 47,891 -11,449 -19%
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