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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

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.

Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
29
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$3.06M
2
VC
2
Vicus Capital
Pennsylvania
$16.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.18M
4
VF
4
Virtu Financial
New York
$1.63M
5
Lido Advisors
5
Lido Advisors
California
$7.77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$860K
2
VCM
2
Verger Capital Management
North Carolina
$0
3
NAM
3
NorthCoast Asset Management
Connecticut
$1.04M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$3.57M
5
ST
5
Spinnaker Trust
Maine
$1.84M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
1
Vicus Capital
Pennsylvania
$16.7M 1,058,461 +153,340 +17%
Lido Advisors
2
Lido Advisors
California
$7.77M 493,841 +57,582 +13%
CIA
3
Capital Investment Advisors
Georgia
$6.29M 399,322 -5,619 -1%
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$6.19M 393,297 +4,147 +1%
Bank of America
5
Bank of America
North Carolina
$3.83M 243,304 +7,863 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.7M 235,349 -42,659 -15%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.57M 226,816 -237,128 -51%
PCS
8
Personal CFO Solutions
New Jersey
$3.06M 194,114 +194,114 New
Stifel Financial
9
Stifel Financial
Missouri
$2.88M 182,691 -19,359 -10%
BCI
10
Brinker Capital Investments
Pennsylvania
$2.87M 182,046 +24,905 +16%
JCM
11
Jacobi Capital Management
Pennsylvania
$2.86M 181,405 -357 -0.2%
SPC
12
Sigma Planning Corp
Michigan
$2.45M 155,386 -33,603 -18%
LPL Financial
13
LPL Financial
California
$2.38M 151,260 +18,795 +14%
SB
14
Suntrust Banks
Georgia
$2.32M 147,079 -946 -0.6%
Citadel Advisors
15
Citadel Advisors
Florida
$2.18M 138,748 +126,400 +1,024%
PAIM
16
Punch & Associates Investment Management
Minnesota
$2.12M 134,880 +598 +0.4%
MFM
17
Mirsky Financial Management
New York
$2.12M 134,794 +4,095 +3%
ST
18
Spinnaker Trust
Maine
$1.84M 116,954 -176,694 -60%
ASN
19
Advisory Services Network
Georgia
$1.74M 101,052 – –
ECM
20
Exchange Capital Management
Michigan
$1.71M 108,838 -19,896 -15%
VF
21
Virtu Financial
New York
$1.63M 103,616 +73,924 +249%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.5M 95,149 +41,945 +79%
Wells Fargo
23
Wells Fargo
California
$1.35M 85,823 +18,159 +27%
PFM
24
Parsec Financial Management
North Carolina
$1.1M 70,077 -9,628 -12%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.09M 69,344 +12,446 +22%
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