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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

124 hedge funds and large institutions have $251M invested in Fidelity MSCI Energy Index ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
49
Reduced
38
Closed
16
Calls
$974K
Puts
–
Net Calls
+$974K
Net Calls Change
+$359K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$33.6M
2
Lido Advisors
2
Lido Advisors
California
$13.9M
3
Charles Schwab
3
Charles Schwab
California
$48.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.87M
5
RBFC
5
Roman Butler Fullerton & Co
Missouri
$1.64M

Top Sellers

1
NAM
1
NorthCoast Asset Management
Connecticut
$4.93M
2
KAS
2
Kestra Advisory Services
Texas
$1.83M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.15M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RBFC
26
Roman Butler Fullerton & Co
Missouri
$1.64M 103,577 +103,577 New
SSWM
27
Sheets Smith Wealth Management
North Carolina
$1.63M 113,194 +821 +0.7%
ASN
28
Advisory Services Network
Georgia
$1.59M 110,522 +6,058 +6%
SCP
29
Silverleafe Capital Partners
Tennessee
$1.52M 105,330 -286 -0.3%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$1.46M 100,973 +6,254 +7%
UBS Group
31
UBS Group
Switzerland
$1.38M 95,439 +884 +0.9%
Mariner
32
Mariner
Kansas
$1.37M 95,042 -3,440 -3%
WQ
33
Wealth Quarterback
New Jersey
$1.35M 93,569 -3,651 -4%
FA
34
Faithward Advisors
Pennsylvania
$1.25M 86,694 +86,694 New
SS
35
Sunbelt Securities
Texas
$1.24M 92,905 – –
Prudential Financial
36
Prudential Financial
New Jersey
$1.15M 85,874 +7,356 +9%
EWM
37
EPG Wealth Management
Georgia
$1.15M 79,535 +968 +1%
PVH
38
Psagot Value Holdings
Israel
$1.14M 78,885 +12,000 +18%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.11M 77,274 -28,877 -27%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.1M 76,517 -2,778 -4%
MWM
41
Maltin Wealth Management
New Jersey
$1.06M 73,738 +71 +0.1%
OMC
42
Old Mission Capital
Illinois
$1.02M 71,048 +71,048 New
FPGK
43
Financial Partners Group (Kansas)
Kansas
$1.02M 70,680 +12,667 +22%
GGS
44
Galvin Gaustad & Stein
Arizona
$1.02M 70,667 +22,889 +48%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.01M 70,226 +70,226 New
LNC
46
Lincoln National Corp
Pennsylvania
$1M 69,600 +16,002 +30%
Jane Street
47
Jane Street
New York
$912K 63,266 +49,997 +377%
RSWM
48
Robertson Stephens Wealth Management
California
$873K 60,588 -4,590 -7%
BWM
49
BNC Wealth Management
Oregon
$796K 55,207 +55,207 New
SWA
50
Stratos Wealth Advisors
Ohio
$791K 54,864 +461 +0.8%
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