Fidelity MSCI Energy Index ETF
FENY
123 hedge funds and large institutions have $247M invested in Fidelity MSCI Energy Index ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 14 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 37
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
18% more capital invested
Capital invested by funds: $209M → $247M (+$38.5M)
3% more funds holding
Funds holding: 120 → 123 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.23% less ownership
Funds ownership: 24.98% → 24.76% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
+$4.16M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.98M |
| 3 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$3.28M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$2.47M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$6.79M |
| 2 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$3.36M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$2.49M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.14M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$804K |
FENY Hedge Fund Activity: Q2 2021 in Review
123 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2021, worth a combined $247M — up 18% from $209M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FENY positions and 14 closed out — a net gain of 4 holders — while 49 added to existing stakes and 37 trimmed.
The largest buyer was Stone House Investment Management, opening a new position worth an estimated $4.16M. The largest seller was Beaumont Financial Advisors, cutting an estimated $6.79M.
- 123 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2021, up from 120 in Q1 2021.
- Funds reported $247M of Fidelity MSCI Energy Index ETF stock for Q2 2021, up 18% quarter-over-quarter.
- 18 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2021 and 14 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q2 2021 was Stone House Investment Management, an estimated $4.16M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q2 2021 was Beaumont Financial Advisors, an estimated $6.79M sold.
Based on aggregated 13F filings for Q2 2021.