Fidelity MSCI Energy Index ETF
FENY
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.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
32% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 25
9% more funds holding
Funds holding: 85 → 93 (+8)
1.13% more ownership
Funds ownership: 26.73% → 27.85% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $174M → $165M (-$9.35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.3M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.11M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$4.8M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$1.89M |
| 5 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$15.3M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$11.8M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$6.49M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$5.04M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
-$4.86M |
FENY Hedge Fund Activity: Q3 2018 in Review
93 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q3 2018, worth a combined $165M — down 5.4% from $174M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FENY positions and 15 closed out — a net gain of 8 holders — while 33 added to existing stakes and 25 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $25.3M. The largest seller was BB&T Securities, cutting an estimated $15.3M.
- 93 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q3 2018, up from 85 in Q2 2018.
- Funds reported $165M of Fidelity MSCI Energy Index ETF stock for Q3 2018, down 5.4% quarter-over-quarter.
- 23 funds opened new Fidelity MSCI Energy Index ETF positions in Q3 2018 and 15 closed out, a net change of +8 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $25.3M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q3 2018 was BB&T Securities, an estimated $15.3M sold.
Based on aggregated 13F filings for Q3 2018.