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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
173
Holders Change
-16
Holders Change %
-8.47%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
28
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$102M
2
Bank of America
2
Bank of America
North Carolina
$24.6M
3
Jane Street
3
Jane Street
New York
$10.3M
4
Wells Fargo
4
Wells Fargo
California
$16.7M
5
UBS Group
5
UBS Group
Switzerland
$5.65M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$3.92M 176,674 +140 +0.1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.81M 171,905 -44,987 -21%
EFM
28
Eley Financial Management
Vermont
$3.77M 169,942 +1,235 +0.7%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.65M 164,727 -122,520 -43%
NA
30
NewEdge Advisors
Louisiana
$3.55M 160,311 +27,243 +20%
WQ
31
Wealth Quarterback
New Jersey
$3.08M 139,139 +18,042 +15%
Ameriprise
32
Ameriprise
Minnesota
$3.05M 137,549 +37,836 +38%
TRIA
33
Trail Ridge Investment Advisors
Colorado
$2.97M 134,015 -4,416 -3%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$2.94M 132,770 +3,423 +3%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.79M 126,069 +8,735 +7%
JCM
36
Jacobi Capital Management
Pennsylvania
$2.74M 123,571 -5,834 -5%
SC
37
Sinecera Capital
Texas
$2.42M 109,280 -2,151 -2%
Mariner
38
Mariner
Kansas
$2.2M 99,305 -9,031 -8%
BFA
39
Beaumont Financial Advisors
Massachusetts
$2.12M 94,683 – –
Citadel Advisors
40
Citadel Advisors
Florida
$2.08M 93,712 +93,712 New
RA
41
RFG Advisory
Alabama
$2.01M 90,593 -37,066 -29%
AM
42
AGF Management
Ontario, Canada
$2M 90,315 -20,195 -18%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.89M 85,063 +4,104 +5%
ASN
44
Advisory Services Network
Georgia
$1.73M 77,940 -2,813 -3%
FSC
45
Full Sail Capital
Oklahoma
$1.7M 76,606 -13,581 -15%
HMS
46
Hanseatic Management Services
New Mexico
$1.62M 72,902 +7,441 +11%
LG
47
Leuthold Group
Minnesota
$1.58M 71,525 -72,055 -50%
YWM
48
Yoder Wealth Management
California
$1.57M 70,692 +441 +0.6%
MWM
49
Maltin Wealth Management
New Jersey
$1.52M 68,549 +1,439 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.49M 67,349 +19,881 +42%
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