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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

120 hedge funds and large institutions have $210M invested in Fidelity MSCI Energy Index ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
48
Reduced
25
Closed
11
Calls
$619K
Puts
–
Net Calls
+$619K
Net Calls Change
+$728K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$41.7M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$8.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.5M
4
KAS
4
Kestra Advisory Services
Texas
$9.79M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.46M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$13.7M
3
PG
3
Prostatis Group
Maryland
$172K
4
TRCT
4
Tower Research Capital (TRC)
New York
$24K
5
PAG
5
Private Advisor Group
New Jersey
$818K
Name Market Value Shares Shares
Change 		Shares
Change %
CPA
51
Court Place Advisors
Maryland
$411K 31,029 -386 -1%
Ameriprise
52
Ameriprise
Minnesota
$351K 26,581 +26,581 New
EWM
53
EPG Wealth Management
Georgia
$345K 26,006 +26,006 New
TIA
54
Traphagen Investment Advisors
New Jersey
$337K 25,455 +15,317 +151%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$332K 25,050 +18,443 +279%
BWM
56
Birchcreek Wealth Management
Ohio
$275K 20,777 +20,777 New
BCA
57
Bay Colony Advisors
Massachusetts
$259K 19,580 +216 +1%
RJA
58
Raymond James & Associates
Florida
$252K 19,000 +3,932 +26%
SSWM
59
Smith Salley Wealth Management
North Carolina
$237K 17,902 +17,902 New
MHR
60
Matthew Hamilton Rosenberg
$236K 17,780 – –
SCA
61
Snowden Capital Advisors
New York
$226K 17,052 +2,542 +18%
FPGK
62
Financial Partners Group (Kansas)
Kansas
$220K 16,627 -5,238 -24%
CFD
63
Creative Financial Designs
Indiana
$218K 16,433 -647 -4%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$212K 16,000 +1,000 +7%
WA
65
WealthTrust Axiom
Pennsylvania
$208K 15,700 – –
IA
66
IFP Advisors
Florida
$202K 15,335 -681 -4%
HF
67
HRT Financial
New York
$190K 14,372 +14,372 New
GWM
68
Geneos Wealth Management
Colorado
$172K 12,944 – –
PG
69
Prostatis Group
Maryland
$172K 12,954 -75,256 -85%
KPWS
70
Kestra Private Wealth Services
Texas
$166K 12,503 +145 +1%
HWA
71
Heartwood Wealth Advisors
Virginia
$164K 12,382 +12,382 New
FA
72
Fortis Advisors
Pennsylvania
$161K 12,122 +12,122 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$160K 12,092 +12,092 New
CFGS
74
Concourse Financial Group Securities
Alabama
$153K 11,526 -397 -3%
BB
75
Busey Bank
Illinois
$147K 11,100 – –
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