Fidelity MSCI Energy Index ETF
FENY
83 hedge funds and large institutions have $101M invested in Fidelity MSCI Energy Index ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 15 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
2.96% less ownership
Funds ownership: 26.89% → 23.93% (-3%)
3% less funds holding
Funds holding: 86 → 83 (-3)
21% less capital invested
Capital invested by funds: $128M → $101M (-$27.5M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$2.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.04M |
| 3 |
VF
Virtu Financial
New York
|
+$1.2M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$931K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$678K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.1M |
| 2 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
-$4.6M |
| 3 |
VCM
Verger Capital Management
Winston-Salem,
North Carolina
|
-$4.53M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$3.83M |
| 5 |
ST
Spinnaker Trust
Portland,
Maine
|
-$2.86M |
FENY Hedge Fund Activity: Q3 2019 in Review
83 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q3 2019, worth a combined $101M — down 21% from $128M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FENY and 14 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 29 added.
The largest buyer was Vicus Capital, adding an estimated $2.48M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.
- 83 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q3 2019, down from 86 in Q2 2019.
- Funds reported $101M of Fidelity MSCI Energy Index ETF stock for Q3 2019, down 21% quarter-over-quarter.
- 14 funds opened new Fidelity MSCI Energy Index ETF positions in Q3 2019 and 15 closed out, a net change of -1 holder.
- The largest Fidelity MSCI Energy Index ETF buyer in Q3 2019 was Vicus Capital, an estimated $2.48M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q3 2019 was Morgan Stanley, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2019.