FENY icon

Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

86 hedge funds and large institutions have $128M invested in Fidelity MSCI Energy Index ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
86
Holders Change
-13
Holders Change %
-13.13%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
30
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$15.6M
2
NAM
2
NorthCoast Asset Management
Connecticut
$6.03M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.7M
4
LPL Financial
4
LPL Financial
California
$2.28M
5
Lido Advisors
5
Lido Advisors
California
$7.5M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$978K
3
SSW
3
Smith Shellnut Wilson
Mississippi
$0
4
ASN
4
Advisory Services Network
Georgia
$1.74M
5
KCM
5
Karp Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VC
1
Vicus Capital
Pennsylvania
$15.6M 905,121 +302,315 +50%
Morgan Stanley
2
Morgan Stanley
New York
$12.7M 741,410 +18,587 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$7.95M 463,944 -11,391 -2%
Lido Advisors
4
Lido Advisors
California
$7.5M 436,259 +94,121 +28%
CIA
5
Capital Investment Advisors
Georgia
$6.96M 404,941 -9,382 -2%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$6.69M 389,150 +15,935 +4%
NAM
7
NorthCoast Asset Management
Connecticut
$6.03M 350,536 +246,319 +236%
ST
8
Spinnaker Trust
Maine
$5.05M 293,648 -80,727 -22%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.78M 278,008 +12,847 +5%
VCM
10
Verger Capital Management
North Carolina
$4.53M 263,518 -9,062 -3%
Bank of America
11
Bank of America
North Carolina
$4.05M 235,441 +7,063 +3%
Stifel Financial
12
Stifel Financial
Missouri
$3.47M 202,050 -502 -0.2%
SPC
13
Sigma Planning Corp
Michigan
$3.25M 188,989 -7,430 -4%
JCM
14
Jacobi Capital Management
Pennsylvania
$3.13M 181,762 -1,412 -0.8%
BCI
15
Brinker Capital Investments
Pennsylvania
$2.7M 157,141 +157,141 New
SB
16
Suntrust Banks
Georgia
$2.55M 148,025 -1,021 -0.7%
PAIM
17
Punch & Associates Investment Management
Minnesota
$2.31M 134,282 +4,214 +3%
LPL Financial
18
LPL Financial
California
$2.28M 132,465 +116,488 +729%
MFM
19
Mirsky Financial Management
New York
$2.25M 130,699 +5,100 +4%
ECM
20
Exchange Capital Management
Michigan
$2.21M 128,734 +4,817 +4%
ASN
21
Advisory Services Network
Georgia
$1.74M 101,052 -194,256 -66%
PFM
22
Parsec Financial Management
North Carolina
$1.37M 79,705 -955 -1%
B
23
Bailard
California
$1.2M 69,787 -11,416 -14%
Wells Fargo
24
Wells Fargo
California
$1.16M 67,664 -728 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$978K 56,898 -982,708 -95%
1
2 3 4 5