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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

202 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$5.22M
2
PAG
2
Private Advisor Group
New Jersey
$5.44M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.6M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.98M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.63M
2
Bank of America
2
Bank of America
North Carolina
$3.31M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$535K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$4.24M 168,957 +17,922 +12%
Ameriprise
27
Ameriprise
Minnesota
$4.18M 164,862 -21,929 -12%
ASN
28
Advisory Services Network
Georgia
$3.58M 142,571 -20,891 -13%
Mariner
29
Mariner
Kansas
$3.43M 136,681 -29,312 -18%
Bank of America
30
Bank of America
North Carolina
$3.31M 131,959 -151,098 -53%
Stifel Financial
31
Stifel Financial
Missouri
$3.29M 131,184 -24,959 -16%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.11M 124,072 +4,448 +4%
MML Investors Services
33
MML Investors Services
Massachusetts
$3.1M 123,694 -43,993 -26%
JCM
34
Jacobi Capital Management
Pennsylvania
$2.93M 116,927 -2,769 -2%
TRIA
35
Trail Ridge Investment Advisors
Colorado
$2.9M 115,751 +4,489 +4%
AWM
36
AE Wealth Management
Kansas
$2.63M 104,762 -458,070 -81%
Citadel Advisors
37
Citadel Advisors
Florida
$2.47M 98,425 -8,342 -8%
RA
38
RFG Advisory
Alabama
$2.33M 92,949 -3,618 -4%
YWM
39
Yoder Wealth Management
California
$2.29M 91,357 +4,957 +6%
MWM
40
Maltin Wealth Management
New Jersey
$2.02M 80,687 +3,929 +5%
FIM
41
Freedom Investment Management
Connecticut
$2.01M 80,000 -708 -0.9%
LG
42
Leuthold Group
Minnesota
$1.92M 76,534 +668 +0.9%
IA
43
IFP Advisors
Florida
$1.9M 75,573 -1,478 -2%
HCA
44
Heck Capital Advisors
Wisconsin
$1.89M 75,528 -1,842 -2%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1.82M 72,427 -10,259 -12%
SPC
46
Sigma Planning Corp
Michigan
$1.76M 70,310 -15,210 -18%
AWS
47
Atria Wealth Solutions
New York
$1.59M 63,206 -5,471 -8%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$1.56M 62,218 +2,184 +4%
SSWM
49
Smith Salley Wealth Management
North Carolina
$1.47M 58,727 +2,524 +4%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.43M 56,994 +3,964 +7%
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