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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

169 hedge funds and large institutions have $425M invested in Fidelity MSCI Energy Index ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
+21
Holders Change %
+14.19%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
62
Reduced
49
Closed
16
Calls
$2.16M
Puts
$230K
Net Calls
+$1.93M
Net Calls Change
+$2.33M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$39M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$19.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.1M
4
PCS
4
Personal CFO Solutions
New Jersey
$5.32M
5
CW
5
Connectus Wealth
Ohio
$5.31M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$2.55M
2
HWA
2
Hilltop Wealth Advisors
North Carolina
$232K
3
KAS
3
Kestra Advisory Services
Texas
$3.76M
4
Charles Schwab
4
Charles Schwab
California
$65.2M
5
Bank of America
5
Bank of America
North Carolina
$3.83M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Cutler Capital Management
Massachusetts
$3.21M 153,101 +153,101 New
SC
27
Sinecera Capital
Texas
$3.03M 144,604 -10,347 -7%
QAM
28
Q3 Asset Management
Michigan
$3M 143,128 +143,128 New
CW
29
CreativeOne Wealth
Kansas
$2.98M 142,393 +142,393 New
Jane Street
30
Jane Street
New York
$2.75M 131,520 +7,090 +6%
JCM
31
Jacobi Capital Management
Pennsylvania
$2.75M 131,337 +381 +0.3%
BCM
32
Brookstone Capital Management
Illinois
$2.55M 120,874 -1,607,818 -93%
5L
33
55I LLC
Massachusetts
$2.54M 121,148 +4,942 +4%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$2.47M 117,939 +8,478 +8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.45M 117,034 -76,737 -40%
SSWM
36
Sheets Smith Wealth Management
North Carolina
$2.33M 111,347 -2,969 -3%
AWM
37
AE Wealth Management
Kansas
$2.3M 109,886 +50,161 +84%
ACM
38
AlphaStar Capital Management
North Carolina
$2.29M 109,169 +109,169 New
UBS Group
39
UBS Group
Switzerland
$2.24M 106,970 +16,615 +18%
NA
40
NewEdge Advisors
Louisiana
$2.18M 103,924 +62,015 +148%
HMS
41
Hanseatic Management Services
New Mexico
$2.13M 101,509 +101,509 New
Mariner
42
Mariner
Kansas
$2.11M 100,574 -234 -0.2%
Truist Financial
43
Truist Financial
North Carolina
$2.1M 100,090 -19,923 -17%
FSC
44
Full Sail Capital
Oklahoma
$2.03M 96,954 -4,868 -5%
PWMG
45
Pinnacle Wealth Management Group
Michigan
$1.96M 93,691 +93,691 New
EWM
46
EPG Wealth Management
Georgia
$1.83M 87,607 +7,042 +9%
FPGK
47
Financial Partners Group (Kansas)
Kansas
$1.82M 86,808 +10,415 +14%
MWM
48
Maltin Wealth Management
New Jersey
$1.75M 83,771 +7,144 +9%
FA
49
Faithward Advisors
Pennsylvania
$1.74M 82,910 -1,981 -2%
SS
50
Sunbelt Securities
Texas
$1.65M 77,925 -1,350 -2%
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