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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

162 hedge funds and large institutions have $413M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 74 reducing their positions, and 21 closing their positions.

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
49
Reduced
74
Closed
21
Calls
$2.69M
Puts
–
Net Calls
+$2.69M
Net Calls Change
+$1.62M

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.17M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$5.86M
3
KAS
3
Kestra Advisory Services
Texas
$7.25M
4
AWM
4
AE Wealth Management
Kansas
$5.46M
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$4.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.32M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
3
Charles Schwab
3
Charles Schwab
California
$50.9M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$296K
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
51
Pinnacle Wealth Management Group
Michigan
$1.51M 76,239 -18,045 -19%
IA
52
IFP Advisors
Florida
$1.45M 69,234 -5,530 -7%
FTS
53
Fifth Third Securities
Ohio
$1.44M 72,379 -47,994 -40%
ASN
54
Advisory Services Network
Georgia
$1.31M 65,786 -10,189 -13%
HCA
55
Heck Capital Advisors
Wisconsin
$1.3M 65,468 -4,862 -7%
EFS
56
Essex Financial Services
Connecticut
$1.26M 63,375 -780 -1%
VCM
57
Virtue Capital Management
Tennessee
$1.22M 61,505 -13,200 -18%
OCM
58
One Capital Management
California
$1.15M 57,778 -32,764 -36%
WWM
59
Western Wealth Management
Colorado
$1.14M 47,173 +1,046 +2%
SS
60
Sunbelt Securities
Texas
$1.1M 55,605 +869 +2%
SSWM
61
Sheets Smith Wealth Management
North Carolina
$1.06M 53,567 – –
SWA
62
Stratos Wealth Advisors
Ohio
$1.06M 53,477 +1,447 +3%
LA
63
Lynch & Associates
Indiana
$1.04M 52,171 -95 -0.2%
FP
64
Financial Perspectives
Minnesota
$1.02M 51,510 +7,774 +18%
FA
65
Faithward Advisors
Pennsylvania
$998K 50,228 -29,039 -37%
TCM
66
Traynor Capital Management
Pennsylvania
$956K 48,157 +22,192 +85%
EWM
67
EPG Wealth Management
Georgia
$876K 44,087 -43,999 -50%
DFG
68
Demars Financial Group
Washington
$874K 43,987 +5,805 +15%
PCM
69
Parsons Capital Management
Rhode Island
$818K 41,187 – –
BOM
70
Bank of Marin
California
$795K 40,006 – –
AWS
71
Atria Wealth Solutions
New York
$790K 39,790 +7,010 +21%
HCA
72
Hyperion Capital Advisors
New York
$745K 37,500 – –
Renaissance Technologies
73
Renaissance Technologies
New York
$725K 36,500 -65,300 -64%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$724K 36,469 -4,105 -10%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$718K 36,152 -548 -1%
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