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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $435M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
73
Reduced
66
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$17.6M
2
Wells Fargo
2
Wells Fargo
California
$12.5M
3
Jane Street
3
Jane Street
New York
$5.06M
4
HF
4
HRT Financial
New York
$2.55M
5
Lido Advisors
5
Lido Advisors
California
$33.2M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$749K
2
AWM
2
AE Wealth Management
Kansas
$6.38M
3
IA
3
IFP Advisors
Florida
$47.1K
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
Charles Schwab
5
Charles Schwab
California
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$4.14M 184,330 -19,476 -10%
Stifel Financial
27
Stifel Financial
Missouri
$3.96M 176,534 -2,875 -2%
EFM
28
Eley Financial Management
Vermont
$3.79M 168,707 +4,837 +3%
TW
29
Transform Wealth
Colorado
$3.66M 163,285 +68,516 +72%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$3.28M 146,044 +46,103 +46%
LG
31
Leuthold Group
Minnesota
$3.22M 143,580 -64,325 -31%
TRIA
32
Trail Ridge Investment Advisors
Colorado
$3.11M 138,431 +6,526 +5%
Northern Trust
33
Northern Trust
Illinois
$3.03M 135,000 – –
JCM
34
Jacobi Capital Management
Pennsylvania
$2.9M 129,405 -3,593 -3%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$2.9M 129,347 +1,978 +2%
RA
36
RFG Advisory
Alabama
$2.86M 127,659 +10,086 +9%
NA
37
NewEdge Advisors
Louisiana
$2.81M 133,068 -29,977 -18%
WQ
38
Wealth Quarterback
New Jersey
$2.72M 121,097 +2,915 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$2.63M 117,334 +26,810 +30%
HF
40
HRT Financial
New York
$2.55M 113,578 +113,578 New
SC
41
Sinecera Capital
Texas
$2.5M 111,431 -652 -0.6%
AM
42
AGF Management
Ontario, Canada
$2.48M 110,510 +43,962 +66%
Mariner
43
Mariner
Kansas
$2.43M 108,336 -1,509 -1%
QAM
44
Q3 Asset Management
Michigan
$2.38M 106,066 -60,335 -36%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.37M 105,446 +9,219 +10%
Ameriprise
46
Ameriprise
Minnesota
$2.24M 99,713 -42,296 -30%
BFA
47
Beaumont Financial Advisors
Massachusetts
$2.12M 94,683 -4,618 -5%
FSC
48
Full Sail Capital
Oklahoma
$2.02M 90,187 +772 +0.9%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.82M 80,959 +80,959 New
ASN
50
Advisory Services Network
Georgia
$1.81M 80,753 +4,579 +6%
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