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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

91 hedge funds and large institutions have $102M invested in Fidelity MSCI Energy Index ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 26 closing their positions.

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
29
Reduced
29
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.15M
2
CIA
2
Capital Investment Advisors
Georgia
$6.56M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.42M
4
PP
4
Pegasus Partners
Wisconsin
$2.79M
5
CW
5
Cobiz Wealth
Colorado
$3M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$6.26M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$372K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$840K
5
ASN
5
Advisory Services Network
Georgia
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.15M 585,698 +480,260 +455%
CIA
2
Capital Investment Advisors
Georgia
$6.56M 419,913 +419,913 New
HighTower Advisors
3
HighTower Advisors
Illinois
$6.34M 407,049 +156,533 +62%
VC
4
Vicus Capital
Pennsylvania
$6.26M 49,376 -268,082 -84%
VCM
5
Verger Capital Management
North Carolina
$6.03M 385,765 +3,170 +0.8%
ST
6
Spinnaker Trust
Maine
$5.84M 373,656 -69,789 -16%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$5.73M 366,628 +32,776 +10%
Bank of America
8
Bank of America
North Carolina
$4.8M 306,931 +75,629 +33%
Lido Advisors
9
Lido Advisors
California
$4.62M 295,646 +6,611 +2%
Stifel Financial
10
Stifel Financial
Missouri
$4.42M 283,049 +283,049 New
CW
11
Cobiz Wealth
Colorado
$3M 192,092 +175,927 +1,088%
JCM
12
Jacobi Capital Management
Pennsylvania
$2.88M 184,262 -21,483 -10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.86M 182,978 -1,390 -0.8%
PP
14
Pegasus Partners
Wisconsin
$2.79M 178,763 +178,763 New
SB
15
Suntrust Banks
Georgia
$2.79M 136,155 +4,442 +3%
SPC
16
Sigma Planning Corp
Michigan
$2.59M 165,892 -87,893 -35%
VF
17
Virtu Financial
New York
$2.35M 150,134 +133,884 +824%
B
18
Bailard
California
$1.61M 102,973 +78,788 +326%
ECM
19
Exchange Capital Management
Michigan
$1.59M 102,038 +15,082 +17%
MFM
20
Mirsky Financial Management
New York
$1.47M 94,324 +94,324 New
GRP
21
Global Retirement Partners
California
$1.37M 87,659 +2,294 +3%
Wells Fargo
22
Wells Fargo
California
$1.28M 81,816 +51,154 +167%
PFM
23
Parsec Financial Management
North Carolina
$1.2M 76,950 +76,950 New
ASN
24
Advisory Services Network
Georgia
$1.12M 71,759 -180,083 -72%
PAIM
25
Punch & Associates Investment Management
Minnesota
$971K 62,155 +62,155 New
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