Fidelity MSCI Energy Index ETF
FENY
209 hedge funds and large institutions have $784M invested in Fidelity MSCI Energy Index ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 22 closing their positions.
100% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $512K
62% more capital invested
Capital invested by funds: $483M → $784M (+$301M)
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
10.33% more ownership
Funds ownership: 32.82% → 43.15% (+10%)
6% more funds holding
Funds holding: 198 → 209 (+11)
4% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 71
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$205M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$61.8M |
| 3 |
D.E. Shaw & Co
New York
|
+$2.81M |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$1.75M |
| 5 |
Goldman Sachs
New York
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$18.4M |
| 2 |
Morgan Stanley
New York
|
-$7.82M |
| 3 |
JP Morgan Chase
New York
|
-$7.24M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.94M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$2.96M |
FENY Hedge Fund Activity: Q1 2024 in Review
209 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2024, worth a combined $784M — up 62% from $483M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FENY positions and 22 closed out — a net gain of 12 holders — while 74 added to existing stakes and 71 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $205M. The largest seller was Bank of America, cutting an estimated $18.4M.
- 209 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2024, up from 198 in Q4 2023.
- Funds reported $784M of Fidelity MSCI Energy Index ETF stock for Q1 2024, up 62% quarter-over-quarter.
- 34 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2024 and 22 closed out, a net change of +12 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q1 2024 was Fidelity Investments, an estimated $205M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q1 2024 was Bank of America, an estimated $18.4M sold.
Based on aggregated 13F filings for Q1 2024.