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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

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.

Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
28
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.52M
2
Truist Financial
2
Truist Financial
North Carolina
$2.32M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$2.17M
4
ASN
4
Advisory Services Network
Georgia
$3.49M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.73M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$8.09M
2
CIA
2
Capital Investment Advisors
Georgia
$2.13M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$0
4
VF
4
Virtu Financial
New York
$0
5
MFM
5
Mirsky Financial Management
New York
$761K
Name Market Value Shares Shares
Change 		Shares
Change %
VC
1
Vicus Capital
Pennsylvania
$8.09M 505,484 -552,977 -52%
Lido Advisors
2
Lido Advisors
California
$7.73M 483,067 -10,774 -2%
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$7.64M 476,969 +83,672 +21%
Bank of America
4
Bank of America
North Carolina
$7.52M 469,662 +226,358 +93%
Stifel Financial
5
Stifel Financial
Missouri
$4.73M 295,102 +112,411 +62%
ASN
6
Advisory Services Network
Georgia
$3.49M 218,029 +116,977 +116%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.44M 214,889 -20,460 -9%
BCI
8
Brinker Capital Investments
Pennsylvania
$3.31M 206,792 +24,746 +14%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.25M 204,115 -22,701 -10%
PCS
10
Personal CFO Solutions
New Jersey
$3.02M 188,705 -5,409 -3%
JCM
11
Jacobi Capital Management
Pennsylvania
$2.96M 184,746 +3,341 +2%
SPC
12
Sigma Planning Corp
Michigan
$2.54M 158,593 +3,207 +2%
LPL Financial
13
LPL Financial
California
$2.51M 157,036 +5,776 +4%
Truist Financial
14
Truist Financial
North Carolina
$2.32M 144,978 +144,978 New
CWG
15
Cornerstone Wealth Group
North Carolina
$2.17M 135,496 +135,496 New
CIA
16
Capital Investment Advisors
Georgia
$2.13M 132,935 -266,387 -67%
ST
17
Spinnaker Trust
Maine
$2.1M 130,970 +14,016 +12%
Citadel Advisors
18
Citadel Advisors
Florida
$1.71M 106,997 -31,751 -23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.71M 106,465 +45,323 +74%
PCM
20
Parsons Capital Management
Rhode Island
$1.58M 98,800 +98,800 New
MWM
21
Maltin Wealth Management
New Jersey
$1.46M 91,066 +91,066 New
FSC
22
Full Sail Capital
Oklahoma
$1.22M 84,150 +22,847 +37%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.2M 74,993 +5,649 +8%
RCYC
24
Richard C. Young & Co
Rhode Island
$1.09M 68,046 +68,046 New
Jane Street
25
Jane Street
New York
$1.08M 67,215 +31,730 +89%
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