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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

87 hedge funds and large institutions have $61.8M invested in Fidelity MSCI Energy Index ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
29
Reduced
33
Closed
16
Calls
–
Puts
$169K
Net Calls
-$169K
Net Calls Change
-$170K

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$11.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.97M
3
FTUS
3
Flow Traders U.S.
New York
$658K
4
5L
4
55I LLC
Massachusetts
$1.38M
5
RSWM
5
Robertson Stephens Wealth Management
California
$577K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.43M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.88M
3
PPW
3
Parcion Private Wealth
Washington
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$6.47M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
51
LWS Wealth Advisors
New Jersey
$81K 10,239 +154 +2%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$59K 7,500 – –
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$55K 6,902 +1,076 +18%
Deutsche Bank
54
Deutsche Bank
Germany
$48K 6,100 -5,524 -48%
CA
55
Clearstead Advisors
Ohio
$45K 5,715 -9,216 -62%
BWL
56
Bogart Wealth LLC
Virginia
$42K 5,390 +390 +8%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$42K 5,281 +1,637 +45%
SIAS
58
Shine Investment Advisory Services
Colorado
$39K 4,993 -9,512 -66%
SFS
59
Sowell Financial Services
Arkansas
$33K 4,222 -3,800 -47%
GRP
60
Global Retirement Partners
California
$20K 2,490 -174 -7%
EIP
61
Ellis Investment Partners
Pennsylvania
$18K 2,358 -171 -7%
Franklin Resources
62
Franklin Resources
California
$16K 1,973 – –
FHA
63
Flagship Harbor Advisors
Massachusetts
$15K 1,998 +6 +0.3%
FWM
64
Focused Wealth Management
New York
$14K 1,752 -608 -26%
AA
65
AlphaMark Advisors
Kentucky
$13K 1,700 – –
AA
66
Advisory Alpha
Michigan
$12K 1,450 +1,450 New
PMFA
67
Plante Moran Financial Advisors
Michigan
$11K 1,400 +1,400 New
FP
68
Financial Perspectives
Minnesota
$9.67K 1,224 -19,981 -94%
WT
69
Washington Trust
Rhode Island
$8K 1,050 – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$8K 1,019 +19 +2%
LDFR
71
Lehman & Derafelo Financial Resources
Pennsylvania
$7K 900 – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$6K 720 -918 -56%
SSWG
73
Seven Springs Wealth Group
Tennessee
$6K 772 +74 +11%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$5K 696 – –
MA
75
MCF Advisors
Kentucky
$4K 455 -232 -34%
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3
4 5