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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

124 hedge funds and large institutions have $251M invested in Fidelity MSCI Energy Index ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
49
Reduced
38
Closed
16
Calls
$974K
Puts
–
Net Calls
+$974K
Net Calls Change
+$359K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$33.6M
2
Lido Advisors
2
Lido Advisors
California
$13.9M
3
Charles Schwab
3
Charles Schwab
California
$48.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.87M
5
RBFC
5
Roman Butler Fullerton & Co
Missouri
$1.64M

Top Sellers

1
NAM
1
NorthCoast Asset Management
Connecticut
$4.93M
2
KAS
2
Kestra Advisory Services
Texas
$1.83M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.15M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FTS
51
Fifth Third Securities
Ohio
$701K 48,675 +48,675 New
LA
52
Lynch & Associates
Indiana
$682K 47,316 +1,154 +2%
BOM
53
Bank of Marin
California
$568K 39,420 +410 +1%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$563K 39,055 +1,962 +5%
PCM
55
Parsons Capital Management
Rhode Island
$540K 37,485 +730 +2%
CCM
56
Cribstone Capital Management
Maine
$526K 36,469 -2,096 -5%
Northern Trust
57
Northern Trust
Illinois
$504K 35,000 – –
CIA
58
Capital Investment Advisors
Georgia
$499K 34,643 -591 -2%
MA
59
Mutual Advisors
Nebraska
$467K 32,416 -3,169 -9%
Ameriprise
60
Ameriprise
Minnesota
$440K 30,560 -5,033 -14%
CPA
61
Court Place Advisors
Maryland
$438K 30,410 -520 -2%
RJA
62
Raymond James & Associates
Florida
$407K 28,250 +1,000 +4%
PAG
63
Private Advisor Group
New Jersey
$378K 26,235 -27,598 -51%
BWM
64
Birchcreek Wealth Management
Ohio
$378K 26,235 +3,769 +17%
TIA
65
Traphagen Investment Advisors
New Jersey
$336K 23,319 -420 -2%
SSWM
66
Smith Salley Wealth Management
North Carolina
$325K 22,585 +3,444 +18%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$312K 21,679 +348 +2%
EH
68
Equitable Holdings
New York
$291K 20,225 +4,237 +27%
BCA
69
Bay Colony Advisors
Massachusetts
$288K 19,954 +360 +2%
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$268K 18,576 +1,843 +11%
WA
71
WealthTrust Axiom
Pennsylvania
$262K 18,200 – –
MHR
72
Matthew Hamilton Rosenberg
$256K 17,780 – –
KPWS
73
Kestra Private Wealth Services
Texas
$239K 16,562 +4,350 +36%
SCA
74
Snowden Capital Advisors
New York
$235K 16,296 -563 -3%
IA
75
IFP Advisors
Florida
$199K 13,426 +4,205 +46%
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3
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