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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

123 hedge funds and large institutions have $247M invested in Fidelity MSCI Energy Index ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
48
Reduced
38
Closed
14
Calls
$615K
Puts
–
Net Calls
+$615K
Net Calls Change
-$4K

Top Buyers

1
SHIM
1
Stone House Investment Management
Pennsylvania
$4.34M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.1M
3
NAM
3
NorthCoast Asset Management
Connecticut
$14.1M
4
SFS
4
Sowell Financial Services
Arkansas
$2.61M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.96M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$2.07M
2
HAS
2
HBW Advisory Services
California
$0
3
Lido Advisors
3
Lido Advisors
California
$11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
51
Arkadios Wealth Advisors
Georgia
$553K 37,547 +35,731 +1,968%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$547K 37,093 -5,042 -12%
PCM
53
Parsons Capital Management
Rhode Island
$542K 36,755 -15 -0%
Ameriprise
54
Ameriprise
Minnesota
$526K 35,593 +9,012 +34%
MA
55
Mutual Advisors
Nebraska
$525K 35,585 +3,735 +12%
CIA
56
Capital Investment Advisors
Georgia
$520K 35,234 -1,254 -3%
Northern Trust
57
Northern Trust
Illinois
$516K 35,000 +35,000 New
CPA
58
Court Place Advisors
Maryland
$456K 30,930 -99 -0.3%
FTUS
59
Flow Traders U.S.
New York
$452K 30,643 +30,643 New
RJA
60
Raymond James & Associates
Florida
$402K 27,250 +8,250 +43%
TIA
61
Traphagen Investment Advisors
New Jersey
$350K 23,739 -1,716 -7%
BWM
62
Birchcreek Wealth Management
Ohio
$331K 22,466 +1,689 +8%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$315K 21,331 -3,719 -15%
BCA
64
Bay Colony Advisors
Massachusetts
$289K 19,594 +14 +0.1%
SSWM
65
Smith Salley Wealth Management
North Carolina
$282K 19,141 +1,239 +7%
WA
66
WealthTrust Axiom
Pennsylvania
$268K 18,200 +2,500 +16%
MHR
67
Matthew Hamilton Rosenberg
$263K 17,780 – –
SCA
68
Snowden Capital Advisors
New York
$249K 16,859 -193 -1%
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$247K 16,733 +16,733 New
WWM
70
Western Wealth Management
Colorado
$240K 16,287 +16,287 New
EH
71
Equitable Holdings
New York
$236K 15,988 +15,988 New
GTAM
72
Global Trust Asset Management
Florida
$232K 15,757 +15,757 New
SAM
73
Sequent Asset Management
Texas
$203K 13,755 +13,755 New
Jane Street
74
Jane Street
New York
$196K 13,269 -47,426 -78%
GWM
75
Geneos Wealth Management
Colorado
$193K 12,944 – –
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