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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

175 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
80
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$42.2M
2
WQ
2
Wealth Quarterback
New Jersey
$5.54M
3
Lido Advisors
3
Lido Advisors
California
$24.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.1M
5
FTS
5
Fifth Third Securities
Ohio
$2.34M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$53.2M
2
CW
2
Connectus Wealth
Ohio
$1.08M
3
PCS
3
Personal CFO Solutions
New Jersey
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$20.5M
5
VC
5
Vicus Capital
Pennsylvania
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
51
Faithward Advisors
Pennsylvania
$1.54M 79,267 -3,643 -4%
ASN
52
Advisory Services Network
Georgia
$1.47M 75,975 +5,629 +8%
FPGK
53
Financial Partners Group (Kansas)
Kansas
$1.46M 75,481 -11,327 -13%
VCM
54
Virtue Capital Management
Tennessee
$1.45M 74,705 +2,120 +3%
HCA
55
Heck Capital Advisors
Wisconsin
$1.36M 70,330 +14,696 +26%
Jane Street
56
Jane Street
New York
$1.32M 67,797 -63,723 -48%
EFS
57
Essex Financial Services
Connecticut
$1.25M 64,155 +46,669 +267%
TA
58
TrueWealth Advisors
Alabama
$1.14M 58,831 +58,831 New
Goldman Sachs
59
Goldman Sachs
New York
$1.1M 56,870 +20,214 +55%
CW
60
Connectus Wealth
Ohio
$1.08M 55,476 -294,117 -84%
SS
61
Sunbelt Securities
Texas
$1.06M 54,736 -23,189 -30%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.06M 54,444 -62,590 -53%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$1.04M 53,567 -57,780 -52%
LA
64
Lynch & Associates
Indiana
$1.01M 52,266 +1,435 +3%
SWA
65
Stratos Wealth Advisors
Ohio
$1.01M 52,030 -4,998 -9%
WWM
66
Western Wealth Management
Colorado
$887K 46,127 +3,103 +7%
FP
67
Financial Perspectives
Minnesota
$848K 43,736 +13 +0%
PCM
68
Parsons Capital Management
Rhode Island
$799K 41,187 +5,840 +17%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$787K 40,574 +25,486 +169%
BOM
70
Bank of Marin
California
$776K 40,006 -426 -1%
BWM
71
Birchcreek Wealth Management
Ohio
$775K 39,947 +14,937 +60%
KPWS
72
Kestra Private Wealth Services
Texas
$766K 39,489 +9,498 +32%
ACA
73
Atlas Capital Advisors
Wyoming
$748K 38,570 +3,454 +10%
DFG
74
Demars Financial Group
Washington
$741K 38,182 +6,296 +20%
HCA
75
Hyperion Capital Advisors
New York
$728K 37,500 +37,500 New
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