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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 20 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
20
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$16.8M
2
PWA
2
Primoris Wealth Advisors
Florida
$2.79M
3
PG
3
Prostatis Group
Maryland
$2.29M
4
NA
4
NewEdge Advisors
Louisiana
$6.13M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$1.54M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$134M
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$296K
5
LG
5
Leuthold Group
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$3.79M 157,201 -50,666 -24%
ASN
27
Advisory Services Network
Georgia
$3.58M 142,571 – –
Mariner
28
Mariner
Kansas
$3.23M 134,245 -2,436 -2%
Stifel Financial
29
Stifel Financial
Missouri
$3.14M 130,529 -655 -0.5%
Ameriprise
30
Ameriprise
Minnesota
$3.14M 130,103 -34,759 -21%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.06M 126,924 +2,852 +2%
TRIA
32
Trail Ridge Investment Advisors
Colorado
$2.84M 115,740 -11 -0%
PWA
33
Primoris Wealth Advisors
Florida
$2.79M 126,063 +126,063 New
JCM
34
Jacobi Capital Management
Pennsylvania
$2.71M 112,683 -4,244 -4%
AWM
35
AE Wealth Management
Kansas
$2.49M 103,345 -1,417 -1%
YWM
36
Yoder Wealth Management
California
$2.31M 95,871 +4,514 +5%
Citadel Advisors
37
Citadel Advisors
Florida
$2.3M 95,650 -2,775 -3%
PG
38
Prostatis Group
Maryland
$2.29M 94,922 +94,922 New
SS
39
Sunbelt Securities
Texas
$2.18M 90,341 +52,203 +137%
MWM
40
Maltin Wealth Management
New Jersey
$2.06M 85,756 +5,069 +6%
HCA
41
Heck Capital Advisors
Wisconsin
$1.83M 75,917 +389 +0.5%
FIM
42
Freedom Investment Management
Connecticut
$1.75M 72,483 -7,517 -9%
AAS
43
Avantax Advisory Services
Texas
$1.63M 67,561 +29,532 +78%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$1.56M 64,817 +2,599 +4%
SSW
45
Smith Shellnut Wilson
Mississippi
$1.54M 63,829 +63,829 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$1.49M 61,818 -10,609 -15%
SSWM
47
Smith Salley Wealth Management
North Carolina
$1.45M 60,378 +1,651 +3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.39M 57,655 +661 +1%
FP
49
Financial Perspectives
Minnesota
$1.32M 54,759 +27 +0%
SWA
50
Stratos Wealth Advisors
Ohio
$1.26M 52,520 -2,182 -4%
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