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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

120 hedge funds and large institutions have $210M invested in Fidelity MSCI Energy Index ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
48
Reduced
25
Closed
11
Calls
$619K
Puts
–
Net Calls
+$619K
Net Calls Change
+$728K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$41.7M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$8.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.5M
4
KAS
4
Kestra Advisory Services
Texas
$9.79M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.46M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$13.7M
3
PG
3
Prostatis Group
Maryland
$172K
4
TRCT
4
Tower Research Capital (TRC)
New York
$24K
5
PAG
5
Private Advisor Group
New Jersey
$818K
Name Market Value Shares Shares
Change 		Shares
Change %
SCP
26
Silverleafe Capital Partners
Tennessee
$1.44M 108,388 -3,186 -3%
PVH
27
Psagot Value Holdings
Israel
$1.33M 100,037 -26,259 -21%
FP
28
Financial Perspectives
Minnesota
$1.25M 16,559 +15,323 +1,240%
UBS Group
29
UBS Group
Switzerland
$1.25M 94,158 +38,499 +69%
ASN
30
Advisory Services Network
Georgia
$1.21M 91,106 +79,812 +707%
Mariner
31
Mariner
Kansas
$1.07M 80,649 +6,653 +9%
SS
32
Sunbelt Securities
Texas
$1.06M 80,164 +4,219 +6%
RSWM
33
Robertson Stephens Wealth Management
California
$1.01M 76,418 -7,639 -9%
Prudential Financial
34
Prudential Financial
New Jersey
$956K 72,142 -4,827 -6%
MWM
35
Maltin Wealth Management
New Jersey
$944K 71,230 +2,766 +4%
PAG
36
Private Advisor Group
New Jersey
$818K 61,731 -41,339 -40%
Jane Street
37
Jane Street
New York
$804K 60,695 +60,695 New
Citadel Advisors
38
Citadel Advisors
Florida
$755K 56,991 +56,991 New
Wells Fargo
39
Wells Fargo
California
$744K 56,164 +5,380 +11%
LNC
40
Lincoln National Corp
Pennsylvania
$734K 55,408 -17,425 -24%
SWA
41
Stratos Wealth Advisors
Ohio
$709K 53,483 +1,500 +3%
Goldman Sachs
42
Goldman Sachs
New York
$647K 48,823 +25,105 +106%
LA
43
Lynch & Associates
Indiana
$598K 45,136 +1,782 +4%
GGS
44
Galvin Gaustad & Stein
Arizona
$563K 42,518 -1,926 -4%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$558K 42,135 +1,222 +3%
CCM
46
Cribstone Capital Management
Maine
$514K 38,759 -494 -1%
PCM
47
Parsons Capital Management
Rhode Island
$487K 36,770 +2,145 +6%
CIA
48
Capital Investment Advisors
Georgia
$483K 36,488 -4,456 -11%
BOM
49
Bank of Marin
California
$477K 35,942 – –
MA
50
Mutual Advisors
Nebraska
$422K 31,850 +492 +2%
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