Fidelity MSCI Energy Index ETF
FENY
87 hedge funds and large institutions have $61.8M invested in Fidelity MSCI Energy Index ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 16 closing their positions.
2.32% less ownership
Funds ownership: 15.98% → 13.66% (-2.3%)
6% less funds holding
Funds holding: 93 → 87 (-6)
12% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 33
18% less capital invested
Capital invested by funds: $75.8M → $61.8M (-$13.9M)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $169K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.27M |
| 2 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$1.89M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$779K |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$760K |
| 5 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$684K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$7.09M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.67M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.33M |
| 4 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$1.29M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$997K |
FENY Hedge Fund Activity: Q3 2020 in Review
87 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q3 2020, worth a combined $61.8M — down 18% from $75.8M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of FENY and 10 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 29 added.
The largest buyer was Osaic Holdings, adding an estimated $3.27M. The largest seller was Citadel Advisors, cutting an estimated $7.09M.
- 87 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q3 2020, down from 93 in Q2 2020.
- Funds reported $61.8M of Fidelity MSCI Energy Index ETF stock for Q3 2020, down 18% quarter-over-quarter.
- 10 funds opened new Fidelity MSCI Energy Index ETF positions in Q3 2020 and 16 closed out, a net change of -6 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q3 2020 was Osaic Holdings, an estimated $3.27M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q3 2020 was Citadel Advisors, an estimated $7.09M sold.
Based on aggregated 13F filings for Q3 2020.