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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

169 hedge funds and large institutions have $425M invested in Fidelity MSCI Energy Index ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
169
Holders Change
+21
Holders Change %
+14.19%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
62
Reduced
49
Closed
16
Calls
$2.16M
Puts
$230K
Net Calls
+$1.93M
Net Calls Change
+$2.33M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$39M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$19.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.1M
4
PCS
4
Personal CFO Solutions
New Jersey
$5.32M
5
CW
5
Connectus Wealth
Ohio
$5.31M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$2.55M
2
HWA
2
Hilltop Wealth Advisors
North Carolina
$232K
3
KAS
3
Kestra Advisory Services
Texas
$3.76M
4
Charles Schwab
4
Charles Schwab
California
$65.2M
5
Bank of America
5
Bank of America
North Carolina
$3.83M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$1.56M 74,764 +61,759 +475%
LG
52
Leuthold Group
Minnesota
$1.55M 73,900 +6,354 +9%
VCM
53
Virtue Capital Management
Tennessee
$1.52M 72,585 +72,585 New
ASN
54
Advisory Services Network
Georgia
$1.47M 70,346 -48,537 -41%
SWA
55
Stratos Wealth Advisors
Ohio
$1.19M 57,028 -1,300 -2%
HCA
56
Heck Capital Advisors
Wisconsin
$1.16M 55,634 -915 -2%
BWM
57
BNC Wealth Management
Oregon
$1.16M 55,316 -237 -0.4%
LA
58
Lynch & Associates
Indiana
$1.06M 50,831 +3,221 +7%
LNC
59
Lincoln National Corp
Pennsylvania
$1.01M 48,380 -3,653 -7%
RSWM
60
Robertson Stephens Wealth Management
California
$948K 45,306 -7,532 -14%
FP
61
Financial Perspectives
Minnesota
$916K 43,723 +42,436 +3,297%
WWM
62
Western Wealth Management
Colorado
$901K 43,024 +43,024 New
BOM
63
Bank of Marin
California
$847K 40,432 +1,016 +3%
Northern Trust
64
Northern Trust
Illinois
$799K 38,151 +3,151 +9%
Goldman Sachs
65
Goldman Sachs
New York
$768K 36,656 +23,718 +183%
EAM
66
Empirical Asset Management
Massachusetts
$746K 35,637 +35,637 New
PCM
67
Parsons Capital Management
Rhode Island
$740K 35,347 -834 -2%
ACA
68
Atlas Capital Advisors
Wyoming
$735K 35,116 +7,928 +29%
GGS
69
Galvin Gaustad & Stein
Arizona
$721K 34,429 -1,207 -3%
TRIA
70
Trail Ridge Investment Advisors
Colorado
$706K 33,703 +4,501 +15%
CCM
71
Cribstone Capital Management
Maine
$679K 32,448 -3,879 -11%
MA
72
Mutual Advisors
Nebraska
$678K 32,390 +442 +1%
CIA
73
Capital Investment Advisors
Georgia
$669K 31,958 -714 -2%
DFG
74
Demars Financial Group
Washington
$668K 31,886 +31,886 New
CCA
75
Childress Capital Advisors
Texas
$657K 31,286 +31,286 New
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