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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

162 hedge funds and large institutions have $413M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 74 reducing their positions, and 21 closing their positions.

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
49
Reduced
74
Closed
21
Calls
$2.69M
Puts
–
Net Calls
+$2.69M
Net Calls Change
+$1.62M

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.17M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$5.86M
3
KAS
3
Kestra Advisory Services
Texas
$7.25M
4
AWM
4
AE Wealth Management
Kansas
$5.46M
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$4.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.32M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
3
Charles Schwab
3
Charles Schwab
California
$50.9M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$296K
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Cutler Capital Management
Massachusetts
$4M 201,252 +24,206 +14%
QAM
27
Q3 Asset Management
Michigan
$3.76M 185,720 +16,647 +10%
Stifel Financial
28
Stifel Financial
Missouri
$3.45M 173,782 -1,157 -0.7%
TRIA
29
Trail Ridge Investment Advisors
Colorado
$3.37M 131,448 +97,118 +283%
SC
30
Sinecera Capital
Texas
$2.87M 144,604 – –
LG
31
Leuthold Group
Minnesota
$2.76M 139,183 +38,318 +38%
UBS Group
32
UBS Group
Switzerland
$2.72M 137,150 +41,457 +43%
Northern Trust
33
Northern Trust
Illinois
$2.68M 135,000 -340 -0.3%
JCM
34
Jacobi Capital Management
Pennsylvania
$2.65M 133,586 +961 +0.7%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$2.54M 128,026 +4,108 +3%
ACM
36
AlphaStar Capital Management
North Carolina
$2.51M 126,329 -25,342 -17%
BCM
37
Brookstone Capital Management
Illinois
$2.4M 108,564 -18,218 -14%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.39M 120,290 +65,846 +121%
Citadel Advisors
39
Citadel Advisors
Florida
$2.39M 120,218 -40,355 -25%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.38M 119,761 -25,005 -17%
Mariner
41
Mariner
Kansas
$2.35M 118,126 +8,442 +8%
NA
42
NewEdge Advisors
Louisiana
$2.3M 115,747 -11,841 -9%
5L
43
55I LLC
Massachusetts
$2.05M 102,979 +1,745 +2%
CW
44
Connectus Wealth
Ohio
$1.84M 92,657 +37,181 +67%
FSC
45
Full Sail Capital
Oklahoma
$1.81M 91,162 -2,501 -3%
BFA
46
Beaumont Financial Advisors
Massachusetts
$1.79M 90,103 -149,824 -62%
MWM
47
Maltin Wealth Management
New Jersey
$1.72M 86,545 +3,568 +4%
HMS
48
Hanseatic Management Services
New Mexico
$1.7M 85,806 +3,761 +5%
TA
49
TrueWealth Advisors
Alabama
$1.66M 83,573 +24,742 +42%
RA
50
RFG Advisory
Alabama
$1.6M 62,493 +62,493 New
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