Fidelity MSCI Energy Index ETF
FENY
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.
11% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 27
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.73% less ownership
Funds ownership: 32.62% → 26.89% (-5.7%)
13% less funds holding
Funds holding: 99 → 86 (-13)
25% less capital invested
Capital invested by funds: $171M → $128M (-$42.4M)
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$5.27M |
| 2 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$4.29M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.74M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.03M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$19.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.1M |
| 3 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
-$3.66M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$3.38M |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
-$1.69M |
FENY Hedge Fund Activity: Q2 2019 in Review
86 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2019, worth a combined $128M — down 25% from $171M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of FENY and 8 opened new positions — a net loss of 10 holders — while 27 trimmed existing stakes and 30 added.
The largest buyer was Vicus Capital, adding an estimated $5.27M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $19.7M sold.
- 86 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2019, down from 99 in Q1 2019.
- Funds reported $128M of Fidelity MSCI Energy Index ETF stock for Q2 2019, down 25% quarter-over-quarter.
- 8 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2019 and 18 closed out, a net change of -10 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q2 2019 was Vicus Capital, an estimated $5.27M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q2 2019 was Beaumont Financial Advisors, an estimated $19.7M sold.
Based on aggregated 13F filings for Q2 2019.