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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

198 hedge funds and large institutions have $483M invested in Fidelity MSCI Energy Index ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 24 closing their positions.

Holders
198
Holders Change
+9
Holders Change %
+4.76%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
65
Reduced
77
Closed
24
Calls
$2.03M
Puts
$69K
Net Calls
+$1.96M
Net Calls Change
-$1.05M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$17.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$12M
3
Lido Advisors
3
Lido Advisors
California
$37M
4
AWM
4
AE Wealth Management
Kansas
$13.8M
5
IA
5
IFP Advisors
Florida
$4.19M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$52.5M
2
VC
2
Vicus Capital
Pennsylvania
$721K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.4M
5
SPC
5
Sigma Planning Corp
Michigan
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Maltin Wealth Management
New Jersey
$1.62M 70,353 -1,004 -1%
AWS
52
Atria Wealth Solutions
New York
$1.53M 66,347 +3,447 +5%
SS
53
Sunbelt Securities
Texas
$1.5M 65,056 -11,630 -15%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.38M 59,834 +9,625 +19%
Jane Street
55
Jane Street
New York
$1.3M 56,574 +56,574 New
SSWM
56
Smith Salley Wealth Management
North Carolina
$1.28M 55,630 -137 -0.2%
SWA
57
Stratos Wealth Advisors
Ohio
$1.26M 54,681 -338 -0.6%
FP
58
Financial Perspectives
Minnesota
$1.26M 54,666 +14 +0%
SPC
59
Sigma Planning Corp
Michigan
$1.24M 53,826 -202,377 -79%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$1.17M 50,959 +8,285 +19%
SSWM
61
Sheets Smith Wealth Management
North Carolina
$1.14M 49,438 – –
GJIA
62
Glass Jacobson Investment Advisors
Maryland
$1.09M 47,371 +1,843 +4%
LA
63
Lynch & Associates
Indiana
$1.09M 47,340 -2,045 -4%
EWM
64
EPG Wealth Management
Georgia
$1.04M 45,559 +1,075 +2%
WWM
65
Western Wealth Management
Colorado
$1.01M 43,684 -729 -2%
CAN
66
Cetera Advisor Networks
California
$999K 43,377 +1,334 +3%
PCM
67
Parsons Capital Management
Rhode Island
$976K 42,382 +535 +1%
PAG
68
Private Advisor Group
New Jersey
$910K 39,503 -28,268 -42%
Truist Financial
69
Truist Financial
North Carolina
$909K 39,436 -7,056 -15%
Goldman Sachs
70
Goldman Sachs
New York
$904K 39,215 +39,215 New
HCA
71
Hyperion Capital Advisors
New York
$864K 37,500 – –
FSC
72
Full Sail Capital
Oklahoma
$832K 36,124 -17,774 -33%
DADC
73
D.A. Davidson & Co
Montana
$827K 35,886 +2,216 +7%
FA
74
Faithward Advisors
Pennsylvania
$776K 34,132 -10,596 -24%
BOM
75
Bank of Marin
California
$738K 32,041 -2,807 -8%
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