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Fidelity MSCI Energy Index ETF
FENY

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.

New
Increased
Maintained
Reduced
Closed

4,629% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $65K

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

16% more capital invested

Capital invested by funds: $510M → $594M (+$83.8M)

9% more funds holding

Funds holding: 173 → 189 (+16)

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0.94% more ownership

Funds ownership: 34.38% → 35.32% (+0.94%)

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3%
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
Vicus Capital
Pennsylvania
+$12.6M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.66M
3
HCA
Heck Capital Advisors
Wisconsin
+$5.26M
4
TW
Transform Wealth
Colorado
+$3.64M
5
FIM
Freedom Investment Management
Connecticut
+$2.25M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.3M
2
KAS
Kestra Advisory Services
Texas
-$5.44M
3
Lido Advisors
Lido Advisors
California
-$3.96M
4
Charles Schwab
Charles Schwab
California
-$2.96M
5
Wells Fargo
Wells Fargo
California
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
51
Yoder Wealth Management
California
$1.76M -$120 -5 -0%
RA
52
RFG Advisory
Alabama
$1.74M -$499K -20,748 -23%
PAG
53
Private Advisor Group
New Jersey
$1.69M +$685K +28,520 +73%
AWS
54
Atria Wealth Solutions
New York
$1.57M +$762K +31,728 +102%
RJA
55
Raymond James & Associates
Florida
$1.55M +$390K +16,225 +35%
HAS
56
HBW Advisory Services
California
$1.48M +$1.43M +59,425 New
SSWM
57
Smith Salley Wealth Management
North Carolina
$1.39M +$710K +29,540 +113%
SWA
58
Stratos Wealth Advisors
Ohio
$1.37M -$14.1K -585 -1%
FP
59
Financial Perspectives
Minnesota
$1.36M -$14.2K -592 -1%
FSC
60
Full Sail Capital
Oklahoma
$1.34M -$546K -22,708 -30%
EFS
61
Essex Financial Services
Connecticut
$1.3M +$94.7K +3,943 +8%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.25M -$412K -17,140 -25%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$1.23M -$15.4K -643 -1%
LA
64
Lynch & Associates
Indiana
$1.23M +$25.2K +1,050 +2%
QAM
65
Q3 Asset Management
Michigan
$1.22M +$1.18M +49,155 New
Truist Financial
66
Truist Financial
North Carolina
$1.16M -$120K -4,992 -10%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$1.13M +$19K +792 +2%
EWM
68
EPG Wealth Management
Georgia
$1.11M -$24.7K -1,027 -2%
WWM
69
Western Wealth Management
Colorado
$1.11M -$2.69K -112 -0.3%
VCM
70
Virtue Capital Management
Tennessee
$1.09M – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$1.06M +$151K +6,297 +17%
CAN
72
Cetera Advisor Networks
California
$1.05M +$105K +4,352 +12%
PCM
73
Parsons Capital Management
Rhode Island
$1.04M +$2.28K +95 +0.2%
FA
74
Faithward Advisors
Pennsylvania
$1.04M -$7.98K -332 -0.7%
FTS
75
Fifth Third Securities
Ohio
$1.02M -$372K -15,493 -27%
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