Fidelity MSCI Energy Index ETF
FENY
99 hedge funds and large institutions have $171M invested in Fidelity MSCI Energy Index ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
67% more capital invested
Capital invested by funds: $102M → $171M (+$68.4M)
48% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 25
9.16% more ownership
Funds ownership: 23.46% → 32.62% (+9.2%)
9% more funds holding
Funds holding: 91 → 99 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$19.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.8M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$9.72M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.93M |
| 5 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
-$2.79M |
| 2 |
VF
Virtu Financial
New York
|
-$2.35M |
| 3 |
CW
Cobiz Wealth
Denver,
Colorado
|
-$2.03M |
| 4 |
VCM
Verger Capital Management
Winston-Salem,
North Carolina
|
-$1.99M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.41M |
FENY Hedge Fund Activity: Q1 2019 in Review
99 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2019, worth a combined $171M — up 67% from $102M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FENY positions and 11 closed out — a net gain of 8 holders — while 37 added to existing stakes and 25 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $19.1M. The largest seller was Pegasus Partners, exiting entirely with an estimated $2.79M sold.
- 99 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2019, up from 91 in Q4 2018.
- Funds reported $171M of Fidelity MSCI Energy Index ETF stock for Q1 2019, up 67% quarter-over-quarter.
- 19 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2019 and 11 closed out, a net change of +8 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q1 2019 was Beaumont Financial Advisors, an estimated $19.1M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q1 2019 was Pegasus Partners, an estimated $2.79M sold.
Based on aggregated 13F filings for Q1 2019.