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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$13.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.63M
4
TW
4
Transform Wealth
Colorado
$3.77M
5
FIM
5
Freedom Investment Management
Connecticut
$2.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KAS
2
Kestra Advisory Services
Texas
$13.9M
3
Lido Advisors
3
Lido Advisors
California
$34.5M
4
Charles Schwab
4
Charles Schwab
California
$112M
5
Wells Fargo
5
Wells Fargo
California
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
YWM
51
Yoder Wealth Management
California
$1.76M 70,687 -5 -0%
RA
52
RFG Advisory
Alabama
$1.74M 69,845 -20,748 -23%
PAG
53
Private Advisor Group
New Jersey
$1.69M 67,771 +28,520 +73%
AWS
54
Atria Wealth Solutions
New York
$1.57M 62,900 +31,728 +102%
RJA
55
Raymond James & Associates
Florida
$1.55M 62,071 +16,225 +35%
HAS
56
HBW Advisory Services
California
$1.48M 59,425 +59,425 New
SSWM
57
Smith Salley Wealth Management
North Carolina
$1.39M 55,767 +29,540 +113%
SWA
58
Stratos Wealth Advisors
Ohio
$1.37M 55,019 -585 -1%
FP
59
Financial Perspectives
Minnesota
$1.36M 54,652 -592 -1%
FSC
60
Full Sail Capital
Oklahoma
$1.34M 53,898 -22,708 -30%
EFS
61
Essex Financial Services
Connecticut
$1.3M 52,056 +3,943 +8%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.25M 50,209 -17,140 -25%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$1.23M 49,438 -643 -1%
LA
64
Lynch & Associates
Indiana
$1.23M 49,385 +1,050 +2%
QAM
65
Q3 Asset Management
Michigan
$1.22M 49,155 +49,155 New
Truist Financial
66
Truist Financial
North Carolina
$1.16M 46,492 -4,992 -10%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$1.13M 45,528 +792 +2%
EWM
68
EPG Wealth Management
Georgia
$1.11M 44,484 -1,027 -2%
WWM
69
Western Wealth Management
Colorado
$1.11M 44,413 -112 -0.3%
VCM
70
Virtue Capital Management
Tennessee
$1.09M 49,313 – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$1.06M 42,674 +6,297 +17%
CAN
72
Cetera Advisor Networks
California
$1.05M 42,043 +4,352 +12%
PCM
73
Parsons Capital Management
Rhode Island
$1.04M 41,847 +95 +0.2%
FA
74
Faithward Advisors
Pennsylvania
$1.04M 44,728 -332 -0.7%
FTS
75
Fifth Third Securities
Ohio
$1.02M 41,002 -15,493 -27%
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