Fidelity MSCI Energy Index ETF
FENY
96 hedge funds and large institutions have $97.9M invested in Fidelity MSCI Energy Index ETF in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
16% more funds holding
Funds holding: 83 → 96 (+13)
0.61% less ownership
Funds ownership: 23.93% → 23.33% (-0.61%)
3% less capital invested
Capital invested by funds: $101M → $97.9M (-$2.83M)
10% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 31
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.55M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$2.27M |
| 3 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$2.12M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.83M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$8.67M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$4.18M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.12M |
| 4 |
VF
Virtu Financial
New York
|
-$1.63M |
| 5 |
MFM
Mirsky Financial Management
Rochester,
New York
|
-$1.37M |
FENY Hedge Fund Activity: Q4 2019 in Review
96 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2019, worth a combined $97.9M — down 2.8% from $101M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FENY positions and 13 closed out — a net gain of 14 holders — while 28 added to existing stakes and 31 trimmed.
The largest buyer was Bank of America, adding an estimated $3.55M. The largest seller was Vicus Capital, cutting an estimated $8.67M.
- 96 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2019, up from 83 in Q3 2019.
- Funds reported $97.9M of Fidelity MSCI Energy Index ETF stock for Q4 2019, down 2.8% quarter-over-quarter.
- 27 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2019 and 13 closed out, a net change of +14 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q4 2019 was Bank of America, an estimated $3.55M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q4 2019 was Vicus Capital, an estimated $8.67M sold.
Based on aggregated 13F filings for Q4 2019.