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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

175 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
80
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$42.2M
2
WQ
2
Wealth Quarterback
New Jersey
$5.54M
3
Lido Advisors
3
Lido Advisors
California
$24.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.1M
5
FTS
5
Fifth Third Securities
Ohio
$2.34M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$53.2M
2
CW
2
Connectus Wealth
Ohio
$1.08M
3
PCS
3
Personal CFO Solutions
New Jersey
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$20.5M
5
VC
5
Vicus Capital
Pennsylvania
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SHIM
26
Stone House Investment Management
Pennsylvania
$3.21M 165,613 -50,691 -23%
Citadel Advisors
27
Citadel Advisors
Florida
$3.12M 160,573 -2,483 -2%
ACM
28
AlphaStar Capital Management
North Carolina
$2.94M 151,671 +42,502 +39%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.81M 144,766 +115,581 +396%
SC
30
Sinecera Capital
Texas
$2.81M 144,604 – –
Northern Trust
31
Northern Trust
Illinois
$2.63M 135,340 +97,189 +255%
JCM
32
Jacobi Capital Management
Pennsylvania
$2.57M 132,625 +1,288 +1%
NA
33
NewEdge Advisors
Louisiana
$2.48M 127,588 +23,664 +23%
BCM
34
Brookstone Capital Management
Illinois
$2.44M 126,782 +5,908 +5%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$2.4M 123,918 +5,979 +5%
FTS
36
Fifth Third Securities
Ohio
$2.34M 120,373 +120,373 New
AWM
37
AE Wealth Management
Kansas
$2.22M 114,431 +4,545 +4%
Mariner
38
Mariner
Kansas
$2.13M 109,684 +9,110 +9%
Renaissance Technologies
39
Renaissance Technologies
New York
$1.98M 101,800 +101,800 New
5L
40
55I LLC
Massachusetts
$1.96M 101,234 -19,914 -16%
LG
41
Leuthold Group
Minnesota
$1.96M 100,865 +26,965 +36%
UBS Group
42
UBS Group
Switzerland
$1.86M 95,693 -11,277 -11%
PWMG
43
Pinnacle Wealth Management Group
Michigan
$1.83M 94,284 +593 +0.6%
FSC
44
Full Sail Capital
Oklahoma
$1.82M 93,663 -3,291 -3%
OCM
45
One Capital Management
California
$1.76M 90,542 +66,541 +277%
EWM
46
EPG Wealth Management
Georgia
$1.71M 88,086 +479 +0.5%
CW
47
CreativeOne Wealth
Kansas
$1.69M 87,067 -55,326 -39%
MWM
48
Maltin Wealth Management
New Jersey
$1.61M 82,977 -794 -0.9%
HMS
49
Hanseatic Management Services
New Mexico
$1.59M 82,045 -19,464 -19%
IA
50
IFP Advisors
Florida
$1.56M 74,764 – –
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