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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

108 hedge funds and large institutions have $128M invested in Fidelity MSCI Energy Index ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
108
Holders Change
+21
Holders Change %
+24.14%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
37
Increased
34
Reduced
23
Closed
15
Calls
$103K
Puts
$212K
Net Calls
-$109K
Net Calls Change
+$60K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$38.7M
2
HWA
2
Hilltop Wealth Advisors
North Carolina
$7.97M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.3M
4
NAM
4
NorthCoast Asset Management
Connecticut
$2.37M
5
KIA
5
KCM Investment Advisors
California
$2.04M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.58M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$103K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
BCA
4
Bray Capital Advisors
Florida
$67K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$176K 12,944 +330 +3%
CFD
52
Creative Financial Designs
Indiana
$173K 17,080 -13,373 -44%
MC
53
Miramar Capital
Illinois
$171K 14,200 +14,200 New
IA
54
IFP Advisors
Florida
$162K 16,016 -14,333 -47%
WA
55
WealthTrust Axiom
Pennsylvania
$159K 15,700 +15,700 New
RJA
56
Raymond James & Associates
Florida
$153K 15,068 +15,068 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$152K 15,000 +7,500 +100%
SCA
58
Snowden Capital Advisors
New York
$147K 14,510 +14,510 New
KPWS
59
Kestra Private Wealth Services
Texas
$127K 12,358 +12,358 New
CFGS
60
Concourse Financial Group Securities
Alabama
$121K 11,923 +11,923 New
VC
61
Vicus Capital
Pennsylvania
$119K 11,695 -11,847 -50%
ASN
62
Advisory Services Network
Georgia
$115K 11,294 -21,330 -65%
BB
63
Busey Bank
Illinois
$113K 11,100 – –
DADC
64
D.A. Davidson & Co
Montana
$106K 10,418 +10,418 New
TIA
65
Traphagen Investment Advisors
New Jersey
$103K 10,138 -203,231 -95%
LWA
66
LWS Wealth Advisors
New Jersey
$102K 10,074 -165 -2%
HCM
67
Hollencrest Capital Management
California
$102K 10,000 +10,000 New
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$97K 9,557 +2,655 +38%
BCA
69
Bray Capital Advisors
Florida
$67K 6,560 -97,245 -94%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$67K 6,607 +5,887 +818%
CA
71
Clearstead Advisors
Ohio
$58K 5,715 – –
MA
72
MCF Advisors
Kentucky
$51K 5,039 +4,584 +1,007%
COCM
73
Charter Oak Capital Management
New Hampshire
$46K 4,501 +4,501 New
MCC
74
Money Concepts Capital
Florida
$45K 4,450 +4,450 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$36K 3,494 +3,494 New
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3
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