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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
173
Holders Change
-16
Holders Change %
-8.47%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
28
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$102M
2
Bank of America
2
Bank of America
North Carolina
$24.6M
3
Jane Street
3
Jane Street
New York
$10.3M
4
Wells Fargo
4
Wells Fargo
California
$16.7M
5
UBS Group
5
UBS Group
Switzerland
$5.65M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.32M 59,563 -45,883 -44%
FTS
52
Fifth Third Securities
Ohio
$1.25M 56,495 -10,280 -15%
SWA
53
Stratos Wealth Advisors
Ohio
$1.23M 55,604 +672 +1%
FP
54
Financial Perspectives
Minnesota
$1.22M 55,244 +433 +0.8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.2M 54,143 -590,408 -92%
Truist Financial
56
Truist Financial
North Carolina
$1.14M 51,484 -132,846 -72%
FA
57
Faithward Advisors
Pennsylvania
$1.11M 45,060 -1,964 -4%
SSWM
58
Sheets Smith Wealth Management
North Carolina
$1.11M 50,081 -309 -0.6%
VCM
59
Virtue Capital Management
Tennessee
$1.09M 49,313 +3,702 +8%
LA
60
Lynch & Associates
Indiana
$1.07M 48,335 -1,008 -2%
EFS
61
Essex Financial Services
Connecticut
$1.07M 48,113 -3,078 -6%
HCA
62
Heck Capital Advisors
Wisconsin
$1.05M 47,489 -3,598 -7%
RJA
63
Raymond James & Associates
Florida
$1.02M 45,846 +8,334 +22%
EWM
64
EPG Wealth Management
Georgia
$1.01M 45,511 +84 +0.2%
GJIA
65
Glass Jacobson Investment Advisors
Maryland
$991K 44,736 +44,736 New
SS
66
Sunbelt Securities
Texas
$990K 44,674 +3,216 +8%
WWM
67
Western Wealth Management
Colorado
$987K 44,525 -859 -2%
PCM
68
Parsons Capital Management
Rhode Island
$925K 41,752 +680 +2%
PAG
69
Private Advisor Group
New Jersey
$894K 39,251 +1,424 +4%
CAN
70
Cetera Advisor Networks
California
$835K 37,691 -9,737 -21%
HCA
71
Hyperion Capital Advisors
New York
$831K 37,500 – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$806K 36,377 +4,301 +13%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$792K 35,731 +300 +0.8%
BOM
74
Bank of Marin
California
$791K 35,679 -1,222 -3%
VC
75
Vicus Capital
Pennsylvania
$726K 32,743 -629 -2%
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