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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

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, 48 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
48
Reduced
38
Closed
14
Calls
$615K
Puts
–
Net Calls
+$615K
Net Calls Change
-$4K

Top Buyers

1
SHIM
1
Stone House Investment Management
Pennsylvania
$4.34M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.1M
3
NAM
3
NorthCoast Asset Management
Connecticut
$14.1M
4
SFS
4
Sowell Financial Services
Arkansas
$2.61M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.96M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$2.07M
2
HAS
2
HBW Advisory Services
California
$0
3
Lido Advisors
3
Lido Advisors
California
$11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FSC
26
Full Sail Capital
Oklahoma
$1.68M 113,534 -3,340 -3%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$1.66M 112,373 -244 -0.2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.57M 106,151 -3,632 -3%
SCP
29
Silverleafe Capital Partners
Tennessee
$1.56M 105,616 -2,772 -3%
ASN
30
Advisory Services Network
Georgia
$1.54M 104,464 +13,358 +15%
VC
31
Vicus Capital
Pennsylvania
$1.52M 103,186 +103,186 New
Mariner
32
Mariner
Kansas
$1.45M 98,482 +17,833 +22%
WQ
33
Wealth Quarterback
New Jersey
$1.43M 97,220 +97,220 New
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.4M 94,719 +92,573 +4,314%
UBS Group
35
UBS Group
Switzerland
$1.4M 94,555 +397 +0.4%
SS
36
Sunbelt Securities
Texas
$1.24M 92,905 +12,741 +16%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.17M 79,295 -81,005 -51%
EWM
38
EPG Wealth Management
Georgia
$1.16M 78,567 +52,561 +202%
Prudential Financial
39
Prudential Financial
New Jersey
$1.16M 78,518 +6,376 +9%
MWM
40
Maltin Wealth Management
New Jersey
$1.09M 73,667 +2,437 +3%
PVH
41
Psagot Value Holdings
Israel
$987K 66,885 -33,152 -33%
RSWM
42
Robertson Stephens Wealth Management
California
$961K 65,178 -11,240 -15%
FPGK
43
Financial Partners Group (Kansas)
Kansas
$856K 58,013 +41,386 +249%
SWA
44
Stratos Wealth Advisors
Ohio
$802K 54,403 +920 +2%
PAG
45
Private Advisor Group
New Jersey
$794K 53,833 -7,898 -13%
LNC
46
Lincoln National Corp
Pennsylvania
$790K 53,598 -1,810 -3%
GGS
47
Galvin Gaustad & Stein
Arizona
$705K 47,778 +5,260 +12%
LA
48
Lynch & Associates
Indiana
$681K 46,162 +1,026 +2%
BOM
49
Bank of Marin
California
$575K 39,010 +3,068 +9%
CCM
50
Cribstone Capital Management
Maine
$569K 38,565 -194 -0.5%
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