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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $435M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
73
Reduced
66
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$17.6M
2
Wells Fargo
2
Wells Fargo
California
$12.5M
3
Jane Street
3
Jane Street
New York
$5.06M
4
HF
4
HRT Financial
New York
$2.55M
5
Lido Advisors
5
Lido Advisors
California
$33.2M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$749K
2
AWM
2
AE Wealth Management
Kansas
$6.38M
3
IA
3
IFP Advisors
Florida
$47.1K
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
Charles Schwab
5
Charles Schwab
California
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
51
TrueWealth Advisors
Alabama
$1.72M 76,762 -10,634 -12%
YWM
52
Yoder Wealth Management
California
$1.58M 70,251 +70,251 New
MWM
53
Maltin Wealth Management
New Jersey
$1.51M 67,110 -10,020 -13%
FTS
54
Fifth Third Securities
Ohio
$1.5M 66,775 -1,838 -3%
HMS
55
Hanseatic Management Services
New Mexico
$1.47M 65,461 -1,942 -3%
HAS
56
HBW Advisory Services
California
$1.41M 62,741 +1,094 +2%
UBS Group
57
UBS Group
Switzerland
$1.3M 57,780 -16,979 -23%
SWA
58
Stratos Wealth Advisors
Ohio
$1.23M 54,932 +1,104 +2%
PWMG
59
Pinnacle Wealth Management Group
Michigan
$1.23M 54,819 -19,653 -26%
FP
60
Financial Perspectives
Minnesota
$1.23M 54,811 +889 +2%
EFS
61
Essex Financial Services
Connecticut
$1.15M 51,191 -15,872 -24%
HCA
62
Heck Capital Advisors
Wisconsin
$1.15M 51,087 -30,927 -38%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$1.13M 50,390 -3,001 -6%
GCWM
64
Graham Capital Wealth Management
District of Columbia
$1.11M 4,955 +4,955 New
LA
65
Lynch & Associates
Indiana
$1.11M 49,343 -2,487 -5%
Goldman Sachs
66
Goldman Sachs
New York
$1.07M 47,850 +20,231 +73%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.07M 47,468 -868 -2%
CAN
68
Cetera Advisor Networks
California
$1.06M 47,428 +1,645 +4%
VCM
69
Virtue Capital Management
Tennessee
$1.03M 45,611 +3,809 +9%
EWM
70
EPG Wealth Management
Georgia
$1.02M 45,427 +175 +0.4%
WWM
71
Western Wealth Management
Colorado
$1.02M 45,384 -643 -1%
FA
72
Faithward Advisors
Pennsylvania
$998K 47,024 -1,368 -3%
SS
73
Sunbelt Securities
Texas
$925K 41,458 -14,124 -25%
PCM
74
Parsons Capital Management
Rhode Island
$922K 41,072 -155 -0.4%
PAG
75
Private Advisor Group
New Jersey
$849K 37,827 +99 +0.3%
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3
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