FENY icon

Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

97 hedge funds and large institutions have $83.5M invested in Fidelity MSCI Energy Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 22 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
25
Increased
32
Reduced
29
Closed
22
Calls
–
Puts
$2.35M
Net Calls
-$2.35M
Net Calls Change
-$2.35M

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$13.8M
2
TI
2
Tidal Investments
Wisconsin
$10.6M
3
CIA
3
CSat Investment Advisory
Michigan
$10.6M
4
ST
4
Spinnaker Trust
Maine
$3.98M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.36M

Top Sellers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$144K
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$0
4
VC
4
Vicus Capital
Pennsylvania
$1.87M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$13.8M 1,831,736 +1,831,736 New
CIA
2
CSat Investment Advisory
Michigan
$10.6M 1,412,230 +1,412,230 New
TI
3
Tidal Investments
Wisconsin
$10.6M 1,412,230 +1,412,230 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.36M 579,735 +364,846 +170%
HighTower Advisors
5
HighTower Advisors
Illinois
$4.02M 536,264 +332,149 +163%
ST
6
Spinnaker Trust
Maine
$3.98M 528,870 +397,900 +304%
Lido Advisors
7
Lido Advisors
California
$3.9M 518,847 +35,780 +7%
Wells Fargo
8
Wells Fargo
California
$2.49M 330,369 +313,754 +1,888%
Stifel Financial
9
Stifel Financial
Missouri
$2.34M 311,277 +16,175 +5%
Bank of America
10
Bank of America
North Carolina
$2.23M 296,775 -172,887 -37%
VC
11
Vicus Capital
Pennsylvania
$1.87M 249,009 -256,475 -51%
BCI
12
Brinker Capital Investments
Pennsylvania
$1.78M 236,826 +30,034 +15%
JCM
13
Jacobi Capital Management
Pennsylvania
$1.39M 185,224 +478 +0.3%
SPC
14
Sigma Planning Corp
Michigan
$1.35M 178,946 +20,353 +13%
HT
15
HAP Trading
New York
$1.29M 171,301 +171,301 New
PPW
16
Parcion Private Wealth
Washington
$1.26M 167,349 +167,349 New
LPL Financial
17
LPL Financial
California
$1.22M 161,953 +4,917 +3%
FHA
18
Flagship Harbor Advisors
Massachusetts
$1.15M 153,363 +95,885 +167%
Truist Financial
19
Truist Financial
North Carolina
$1.04M 138,206 -6,772 -5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$955K 127,042 +127,042 New
FSC
21
Full Sail Capital
Oklahoma
$830K 82,232 -1,918 -2%
BCA
22
Bray Capital Advisors
Florida
$781K 103,805 +88,860 +595%
PCM
23
Parsons Capital Management
Rhode Island
$690K 91,745 -7,055 -7%
MWM
24
Maltin Wealth Management
New Jersey
$682K 90,689 -377 -0.4%
Osaic Holdings
25
Osaic Holdings
Arizona
$665K 88,383 +88,383 New
1
2 3 4 5