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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$13.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.63M
4
TW
4
Transform Wealth
Colorado
$3.77M
5
FIM
5
Freedom Investment Management
Connecticut
$2.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KAS
2
Kestra Advisory Services
Texas
$13.9M
3
Lido Advisors
3
Lido Advisors
California
$34.5M
4
Charles Schwab
4
Charles Schwab
California
$112M
5
Wells Fargo
5
Wells Fargo
California
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
DFG
26
Demars Financial Group
Washington
$4.65M 186,498 -21,887 -11%
NA
27
NewEdge Advisors
Louisiana
$4.46M 178,953 +18,642 +12%
Mariner
28
Mariner
Kansas
$4.3M 172,541 +73,236 +74%
EFM
29
Eley Financial Management
Vermont
$4.3M 169,077 -865 -0.5%
Stifel Financial
30
Stifel Financial
Missouri
$4.28M 171,827 -4,847 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.08M 163,575 -1,152 -0.7%
Ameriprise
32
Ameriprise
Minnesota
$3.96M 158,646 +21,097 +15%
AM
33
AGF Management
Ontario, Canada
$3.82M 153,292 +62,977 +70%
TW
34
Transform Wealth
Colorado
$3.77M 151,375 +151,375 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.73M 149,621 -22,284 -13%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$3.41M 136,973 +4,203 +3%
Prudential Financial
37
Prudential Financial
New Jersey
$3.41M 136,873 -56,125 -29%
WQ
38
Wealth Quarterback
New Jersey
$3.37M 135,476 -3,663 -3%
TRIA
39
Trail Ridge Investment Advisors
Colorado
$3.35M 134,420 +405 +0.3%
SC
40
Sinecera Capital
Texas
$3.23M 129,844 +20,564 +19%
JCM
41
Jacobi Capital Management
Pennsylvania
$3.04M 122,206 -1,365 -1%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$3M 120,617 -5,452 -4%
FIM
43
Freedom Investment Management
Connecticut
$2.78M 111,671 +93,678 +521%
BFA
44
Beaumont Financial Advisors
Massachusetts
$2.62M 105,066 +10,383 +11%
SPIA
45
Steward Partners Investment Advisory
New York
$2.13M 85,373 +85,170 +41,956%
ASN
46
Advisory Services Network
Georgia
$2.12M 85,226 +7,286 +9%
SS
47
Sunbelt Securities
Texas
$1.91M 76,686 +32,012 +72%
HMS
48
Hanseatic Management Services
New Mexico
$1.8M 72,165 -737 -1%
MWM
49
Maltin Wealth Management
New Jersey
$1.78M 71,357 +2,808 +4%
LG
50
Leuthold Group
Minnesota
$1.77M 70,952 -573 -0.8%
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