FENY icon

Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 20 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
20
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$16.8M
2
PWA
2
Primoris Wealth Advisors
Florida
$2.79M
3
PG
3
Prostatis Group
Maryland
$2.29M
4
NA
4
NewEdge Advisors
Louisiana
$6.13M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$1.54M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$134M
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$296K
5
LG
5
Leuthold Group
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LA
51
Lynch & Associates
Indiana
$1.25M 51,905 +1,704 +3%
SC
52
Sinecera Capital
Texas
$1.24M 51,553 +4 +0%
GJIA
53
Glass Jacobson Investment Advisors
Maryland
$1.17M 48,771 +403 +0.8%
EWM
54
EPG Wealth Management
Georgia
$1.09M 45,412 +45,412 New
DADC
55
D.A. Davidson & Co
Montana
$1.08M 44,780 +1,252 +3%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$1.08M 44,754 -924 -2%
Northern Trust
57
Northern Trust
Illinois
$1.06M 43,821 – –
Prudential Financial
58
Prudential Financial
New Jersey
$1.02M 42,517 -8,201 -16%
IAN
59
Integrated Advisors Network
Texas
$1.02M 42,215 -1,855 -4%
BAM
60
Belpointe Asset Management
Nevada
$1.01M 41,798 +4,817 +13%
WWM
61
Western Wealth Management
Colorado
$993K 41,219 +41,219 New
PCM
62
Parsons Capital Management
Rhode Island
$989K 41,057 -1,125 -3%
FSC
63
Full Sail Capital
Oklahoma
$836K 34,701 -23 -0.1%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$814K 33,792 +38 +0.1%
PAS
65
Park Avenue Securities
New York
$806K 33,464 +1,763 +6%
Renaissance Technologies
66
Renaissance Technologies
New York
$792K 32,900 +32,900 New
AAS
67
Ameritas Advisory Services
Nebraska
$774K 32,145 -734 -2%
SCA
68
Snowden Capital Advisors
New York
$765K 31,781 -860 -3%
EWA
69
EP Wealth Advisors
California
$715K 29,707 -276 -0.9%
IC
70
Inscription Capital
Texas
$710K 29,473 – –
PWA
71
Prairie Wealth Advisors
Nebraska
$707K 29,350 -300 -1%
SPC
72
Sigma Planning Corp
Michigan
$706K 29,332 -40,978 -58%
CIA
73
Capital Investment Advisors
Georgia
$698K 28,972 -937 -3%
BOM
74
Bank of Marin
California
$691K 28,691 -420 -1%
Truist Financial
75
Truist Financial
North Carolina
$689K 28,593 +387 +1%
1 2
3
4 5