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Fidelity MSCI Energy Index ETF
FENY

191 hedge funds and large institutions have $506M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,033% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $91K

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $415M → $506M (+$91.2M)

16% more funds holding

Funds holding: 164 → 191 (+27)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.65% more ownership

Funds ownership: 30.43% → 31.09% (+0.65%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
191
Holders Change
+27
Holders Change %
+16.46%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
42
Increased
66
Reduced
61
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.02M
2
KPWS
Kestra Private Wealth Services
Texas
+$4.15M
3
AWM
AE Wealth Management
Kansas
+$4.12M
4
DFG
Demars Financial Group
Washington
+$3.56M
5
Ameriprise
Ameriprise
Minnesota
+$3.39M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.6M
2
Charles Schwab
Charles Schwab
California
-$6.82M
3
TRCT
Tower Research Capital (TRC)
New York
-$4.87M
4
KAS
Kestra Advisory Services
Texas
-$3.03M
5
WQ
Wealth Quarterback
New Jersey
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
26
Demars Financial Group
Washington
$4.61M +$3.56M +149,274 +339%
TCM
27
Traynor Capital Management
Pennsylvania
$4.37M +$3.22M +135,037 +280%
Stifel Financial
28
Stifel Financial
Missouri
$4.28M +$134K +5,627 +3%
QAM
29
Q3 Asset Management
Michigan
$3.95M -$461K -19,319 -10%
EFM
30
Eley Financial Management
Vermont
$3.91M +$3.91M +163,870 New
NA
31
NewEdge Advisors
Louisiana
$3.88M +$1.13M +47,298 +41%
Ameriprise
32
Ameriprise
Minnesota
$3.38M +$3.39M +142,009 New
Northern Trust
33
Northern Trust
Illinois
$3.22M – – –
IA
34
IFP Advisors
Florida
$3.19M +$1.97M +82,600 +119%
JCM
35
Jacobi Capital Management
Pennsylvania
$3.17M -$14K -588 -0.4%
TRIA
36
Trail Ridge Investment Advisors
Colorado
$3.14M +$10.9K +457 +0.3%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$3.04M -$15.7K -657 -0.5%
CW
38
Connectus Wealth
Ohio
$2.97M +$762K +31,913 +34%
ACM
39
AlphaStar Capital Management
North Carolina
$2.86M -$153K -6,413 -5%
WQ
40
Wealth Quarterback
New Jersey
$2.82M -$3.02M -126,536 -52%
RA
41
RFG Advisory
Alabama
$2.76M +$1.31M +55,080 +88%
SC
42
Sinecera Capital
Texas
$2.67M -$776K -32,521 -22%
Mariner
43
Mariner
Kansas
$2.62M -$198K -8,281 -7%
JP Morgan Chase
44
JP Morgan Chase
New York
$2.38M +$2.38M +99,763 +56,047%
BFA
45
Beaumont Financial Advisors
Massachusetts
$2.37M +$220K +9,198 +10%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.29M -$562K -23,534 -20%
TW
47
Transform Wealth
Colorado
$2.26M +$2.26M +94,769 New
Citadel Advisors
48
Citadel Advisors
Florida
$2.22M -$643K -26,943 -22%
BCM
49
Brookstone Capital Management
Illinois
$2.19M -$390K -16,331 -15%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$2.16M +$1.67M +70,086 +343%
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