Fidelity MSCI Energy Index ETF
FENY
93 hedge funds and large institutions have $75.8M invested in Fidelity MSCI Energy Index ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 27 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
4% less funds holding
Funds holding: 97 → 93 (-4)
9% less capital invested
Capital invested by funds: $83.5M → $75.8M (-$7.79M)
10.26% less ownership
Funds ownership: 26.24% → 15.98% (-10%)
11% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 27
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$9.12M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.15M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.36M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$13.8M |
| 2 |
CIA
CSat Investment Advisory
Detroit,
Michigan
|
-$10.6M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$10.6M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
-$3.98M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.05M |
FENY Hedge Fund Activity: Q2 2020 in Review
93 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2020, worth a combined $75.8M — down 9.3% from $83.5M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of FENY and 24 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 27 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $9.29M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $13.8M sold.
- 93 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2020, down from 97 in Q1 2020.
- Funds reported $75.8M of Fidelity MSCI Energy Index ETF stock for Q2 2020, down 9.3% quarter-over-quarter.
- 24 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2020 and 27 closed out, a net change of -3 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q2 2020 was Commonwealth Equity Services, an estimated $9.29M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q2 2020 was FormulaFolio Investments, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2020.