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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $505M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
41
Increased
66
Reduced
60
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$4.77M
3
AWM
3
AE Wealth Management
Kansas
$10.7M
4
EFM
4
Eley Financial Management
Vermont
$3.91M
5
DFG
5
Demars Financial Group
Washington
$4.61M

Top Sellers

1
Jane Street
1
Jane Street
New York
$410K
2
Charles Schwab
2
Charles Schwab
California
$54.3M
3
TRCT
3
Tower Research Capital (TRC)
New York
$26K
4
KAS
4
Kestra Advisory Services
Texas
$5.67M
5
WQ
5
Wealth Quarterback
New Jersey
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
FSC
51
Full Sail Capital
Oklahoma
$2.13M 89,415 -1,747 -2%
TA
52
TrueWealth Advisors
Alabama
$2.08M 87,396 +3,823 +5%
HCA
53
Heck Capital Advisors
Wisconsin
$1.96M 82,014 +16,546 +25%
MWM
54
Maltin Wealth Management
New Jersey
$1.84M 77,130 -9,415 -11%
ASN
55
Advisory Services Network
Georgia
$1.82M 76,174 +10,388 +16%
UBS Group
56
UBS Group
Switzerland
$1.78M 74,759 -62,391 -45%
PWMG
57
Pinnacle Wealth Management Group
Michigan
$1.78M 74,472 -1,767 -2%
FTS
58
Fifth Third Securities
Ohio
$1.64M 68,613 -3,766 -5%
HMS
59
Hanseatic Management Services
New Mexico
$1.61M 67,403 -18,403 -21%
EFS
60
Essex Financial Services
Connecticut
$1.6M 67,063 +3,688 +6%
AM
61
AGF Management
Ontario, Canada
$1.59M 66,548 +66,548 New
HAS
62
HBW Advisory Services
California
$1.47M 61,647 +61,647 New
SS
63
Sunbelt Securities
Texas
$1.33M 55,582 -23 -0%
FP
64
Financial Perspectives
Minnesota
$1.29M 53,922 +2,412 +5%
SWA
65
Stratos Wealth Advisors
Ohio
$1.28M 53,828 +351 +0.7%
SSWM
66
Sheets Smith Wealth Management
North Carolina
$1.27M 53,391 -176 -0.3%
LA
67
Lynch & Associates
Indiana
$1.24M 51,830 -341 -0.7%
FA
68
Faithward Advisors
Pennsylvania
$1.15M 48,392 -1,836 -4%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1.15M 48,336 -71,954 -60%
WWM
70
Western Wealth Management
Colorado
$1.1M 46,027 -1,146 -2%
CAN
71
Cetera Advisor Networks
California
$1.09M 45,783 +32,340 +241%
EWM
72
EPG Wealth Management
Georgia
$1.08M 45,252 +1,165 +3%
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$1.07M 44,853 +44,853 New
VCM
74
Virtue Capital Management
Tennessee
$997K 41,802 -19,703 -32%
PCM
75
Parsons Capital Management
Rhode Island
$983K 41,227 +40 +0.1%
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