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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

93 hedge funds and large institutions have $165M invested in Fidelity MSCI Energy Index ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
33
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.7M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$6.6M
3
VC
3
Vicus Capital
Pennsylvania
$6.75M
4
Lido Advisors
4
Lido Advisors
California
$6.15M
5
NAM
5
NorthCoast Asset Management
Connecticut
$1.88M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$219K
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$25.4M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.55M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$5.33M
5
PCM
5
Penserra Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.7M 1,207,397 +1,207,397 New
BFA
2
Beaumont Financial Advisors
Massachusetts
$25.4M 1,194,923 -562,387 -32%
ST
3
Spinnaker Trust
Maine
$9.43M 443,445 -53,584 -11%
VCM
4
Verger Capital Management
North Carolina
$8.14M 382,595 -79,175 -17%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$7.1M 333,852 -9,990 -3%
VC
6
Vicus Capital
Pennsylvania
$6.75M 317,458 +228,880 +258%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$6.6M 310,315 +291,402 +1,541%
Lido Advisors
8
Lido Advisors
California
$6.15M 289,035 +89,897 +45%
SPC
9
Sigma Planning Corp
Michigan
$5.4M 253,785 -92,218 -27%
ASN
10
Advisory Services Network
Georgia
$5.36M 251,842 +8,818 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.33M 250,516 -240,420 -49%
Bank of America
12
Bank of America
North Carolina
$4.92M 231,302 -38,215 -14%
RW
13
Rand Wealth
Maryland
$4.46M 209,800 -6,145 -3%
JCM
14
Jacobi Capital Management
Pennsylvania
$4.38M 205,745 -9,388 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.92M 184,368 -10,108 -5%
SB
16
Suntrust Banks
Georgia
$2.7M 131,713 +24,361 +23%
Morgan Stanley
17
Morgan Stanley
New York
$2.24M 105,438 -33,395 -24%
NR
18
Newfound Research
Massachusetts
$2.14M 100,725 -109,660 -52%
NAM
19
NorthCoast Asset Management
Connecticut
$1.88M 88,520 +88,520 New
ECM
20
Exchange Capital Management
Michigan
$1.85M 86,956 +3,658 +4%
GRP
21
Global Retirement Partners
California
$1.82M 85,365 -10,568 -11%
TRCT
22
Tower Research Capital (TRC)
New York
$1.63M 76,792 +48,889 +175%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.55M 72,615 -309,549 -81%
Jane Street
24
Jane Street
New York
$1.2M 56,277 +28,220 +101%
CPA
25
Court Place Advisors
Maryland
$1.11M 52,125 -164 -0.3%
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