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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

202 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$5.22M
2
PAG
2
Private Advisor Group
New Jersey
$5.44M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.6M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.98M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.63M
2
Bank of America
2
Bank of America
North Carolina
$3.31M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$535K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
51
Beaumont Financial Advisors
Massachusetts
$1.39M 55,315 +19 +0%
FP
52
Financial Perspectives
Minnesota
$1.37M 54,732 +34 +0.1%
SWA
53
Stratos Wealth Advisors
Ohio
$1.37M 54,702 +15 +0%
SC
54
Sinecera Capital
Texas
$1.29M 51,549 +552 +1%
SPIA
55
Steward Partners Investment Advisory
New York
$1.29M 51,358 -39,252 -43%
Prudential Financial
56
Prudential Financial
New Jersey
$1.27M 50,718 -3,078 -6%
Belvedere Trading
57
Belvedere Trading
Illinois
$1.27M 50,546 +50,546 New
LA
58
Lynch & Associates
Indiana
$1.26M 50,201 +631 +1%
GJIA
59
Glass Jacobson Investment Advisors
Maryland
$1.21M 48,368 -1,223 -2%
EWM
60
EPG Wealth Management
Georgia
– – -44,402 Closed
SSWM
61
Sheets Smith Wealth Management
North Carolina
$1.15M 45,678 -190 -0.4%
IAN
62
Integrated Advisors Network
Texas
$1.11M 44,070 +7,134 +19%
Northern Trust
63
Northern Trust
Illinois
$1.1M 43,821 -410 -0.9%
DADC
64
D.A. Davidson & Co
Montana
$1.09M 43,528 +3,560 +9%
PCM
65
Parsons Capital Management
Rhode Island
$1.06M 42,182 +200 +0.5%
Goldman Sachs
66
Goldman Sachs
New York
$967K 38,558 -73,794 -66%
TI
67
Trexquant Investment
Connecticut
$967K 38,538 +38,538 New
SS
68
Sunbelt Securities
Texas
$957K 38,138 +1,705 +5%
AAS
69
Avantax Advisory Services
Texas
$954K 38,029 +38,029 New
SWP
70
Stratos Wealth Partners
Ohio
$935K 37,275 +23,151 +164%
BAM
71
Belpointe Asset Management
Nevada
$928K 36,981 +36,981 New
FSC
72
Full Sail Capital
Oklahoma
$871K 34,724 -546 -2%
VWM
73
VCI Wealth Management
Missouri
$862K 34,357 -47,704 -58%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$847K 33,754 +33,754 New
AAS
75
Ameritas Advisory Services
Nebraska
$825K 32,879 +55 +0.2%
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