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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

198 hedge funds and large institutions have $483M invested in Fidelity MSCI Energy Index ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 24 closing their positions.

Holders
198
Holders Change
+9
Holders Change %
+4.76%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
65
Reduced
77
Closed
24
Calls
$2.03M
Puts
$69K
Net Calls
+$1.96M
Net Calls Change
-$1.05M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$17.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$12M
3
Lido Advisors
3
Lido Advisors
California
$37M
4
AWM
4
AE Wealth Management
Kansas
$13.8M
5
IA
5
IFP Advisors
Florida
$4.19M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$52.5M
2
VC
2
Vicus Capital
Pennsylvania
$721K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.4M
5
SPC
5
Sigma Planning Corp
Michigan
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
EFM
26
Eley Financial Management
Vermont
$3.89M 168,943 -134 -0.1%
Mariner
27
Mariner
Kansas
$3.83M 166,101 -6,440 -4%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.82M 165,771 +2,196 +1%
Stifel Financial
29
Stifel Financial
Missouri
$3.69M 159,987 -11,840 -7%
WQ
30
Wealth Quarterback
New Jersey
$3.57M 154,974 +19,498 +14%
ASN
31
Advisory Services Network
Georgia
$3.4M 147,570 +62,344 +73%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$3.25M 141,259 +20,642 +17%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$3.25M 140,890 +3,917 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.99M 129,662 -19,959 -13%
RA
35
RFG Advisory
Alabama
$2.99M 129,567 +59,722 +86%
WA
36
Win Advisors
Florida
$2.96M 128,365 +128,365 New
TRIA
37
Trail Ridge Investment Advisors
Colorado
$2.95M 127,939 -6,481 -5%
SC
38
Sinecera Capital
Texas
$2.87M 127,601 -2,243 -2%
NA
39
NewEdge Advisors
Louisiana
$2.76M 119,820 -59,133 -33%
JCM
40
Jacobi Capital Management
Pennsylvania
$2.75M 119,171 -3,035 -2%
FIM
41
Freedom Investment Management
Connecticut
$2.31M 100,107 -11,564 -10%
VWM
42
VCI Wealth Management
Missouri
$2.2M 95,446 +95,446 New
SPIA
43
Steward Partners Investment Advisory
New York
$2.14M 93,091 +7,718 +9%
RJA
44
Raymond James & Associates
Florida
$1.96M 84,911 +22,840 +37%
Citadel Advisors
45
Citadel Advisors
Florida
$1.93M 83,960 +55,002 +190%
Prudential Financial
46
Prudential Financial
New Jersey
$1.8M 78,165 -58,708 -43%
HCA
47
Heck Capital Advisors
Wisconsin
$1.77M 76,700 -189,592 -71%
YWM
48
Yoder Wealth Management
California
$1.69M 73,273 +2,586 +4%
LG
49
Leuthold Group
Minnesota
$1.69M 73,189 +2,237 +3%
HMS
50
Hanseatic Management Services
New Mexico
$1.68M 73,071 +906 +1%
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