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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $505M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
41
Increased
66
Reduced
60
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$4.77M
3
AWM
3
AE Wealth Management
Kansas
$10.7M
4
EFM
4
Eley Financial Management
Vermont
$3.91M
5
DFG
5
Demars Financial Group
Washington
$4.61M

Top Sellers

1
Jane Street
1
Jane Street
New York
$410K
2
Charles Schwab
2
Charles Schwab
California
$54.3M
3
TRCT
3
Tower Research Capital (TRC)
New York
$26K
4
KAS
4
Kestra Advisory Services
Texas
$5.67M
5
WQ
5
Wealth Quarterback
New Jersey
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
DFG
26
Demars Financial Group
Washington
$4.61M 193,261 +149,274 +339%
TCM
27
Traynor Capital Management
Pennsylvania
$4.37M 183,194 +135,037 +280%
Stifel Financial
28
Stifel Financial
Missouri
$4.28M 179,409 +5,627 +3%
QAM
29
Q3 Asset Management
Michigan
$3.95M 166,401 -19,319 -10%
EFM
30
Eley Financial Management
Vermont
$3.91M 163,870 +163,870 New
NA
31
NewEdge Advisors
Louisiana
$3.88M 163,045 +47,298 +41%
Ameriprise
32
Ameriprise
Minnesota
$3.39M 142,009 +142,009 New
Northern Trust
33
Northern Trust
Illinois
$3.22M 135,000 – –
IA
34
IFP Advisors
Florida
$3.19M 151,834 +82,600 +119%
JCM
35
Jacobi Capital Management
Pennsylvania
$3.17M 132,998 -588 -0.4%
TRIA
36
Trail Ridge Investment Advisors
Colorado
$3.14M 131,905 +457 +0.3%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$3.04M 127,369 -657 -0.5%
CW
38
Connectus Wealth
Ohio
$2.97M 124,570 +31,913 +34%
ACM
39
AlphaStar Capital Management
North Carolina
$2.86M 119,916 -6,413 -5%
WQ
40
Wealth Quarterback
New Jersey
$2.82M 118,182 -126,536 -52%
RA
41
RFG Advisory
Alabama
$2.76M 117,573 +55,080 +88%
SC
42
Sinecera Capital
Texas
$2.67M 112,083 -32,521 -22%
Mariner
43
Mariner
Kansas
$2.62M 109,845 -8,281 -7%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$2.38M 99,941 +99,763 +56,047%
BFA
45
Beaumont Financial Advisors
Massachusetts
$2.37M 99,301 +9,198 +10%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.29M 96,227 -23,534 -20%
TW
47
Transform Wealth
Colorado
$2.26M 94,769 +94,769 New
Citadel Advisors
48
Citadel Advisors
Florida
$2.22M 93,275 -26,943 -22%
BCM
49
Brookstone Capital Management
Illinois
$2.19M 92,233 -16,331 -15%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$2.16M 90,524 +70,086 +343%
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