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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

120 hedge funds and large institutions have $210M invested in Fidelity MSCI Energy Index ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
48
Reduced
25
Closed
11
Calls
$619K
Puts
–
Net Calls
+$619K
Net Calls Change
+$728K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$41.7M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$8.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.5M
4
KAS
4
Kestra Advisory Services
Texas
$9.79M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.46M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$13.7M
3
PG
3
Prostatis Group
Maryland
$172K
4
TRCT
4
Tower Research Capital (TRC)
New York
$24K
5
PAG
5
Private Advisor Group
New Jersey
$818K
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
76
LWS Wealth Advisors
New Jersey
$139K 10,490 +416 +4%
DADC
77
D.A. Davidson & Co
Montana
$134K 10,123 -295 -3%
GI
78
Gradient Investments
Minnesota
$127K 9,622 +9,622 New
BCA
79
Bray Capital Advisors
Florida
$87K 6,560 – –
CA
80
Clearstead Advisors
Ohio
$76K 5,715 – –
ACA
81
Atlas Capital Advisors
Wyoming
$67.2K 5,074 +3,405 +204%
COCM
82
Charter Oak Capital Management
New Hampshire
$64K 4,852 +351 +8%
MCC
83
Money Concepts Capital
Florida
$59K 4,450 – –
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$57K 4,310 -5,247 -55%
EVM
85
Eaton Vance Management
Massachusetts
$53K 4,000 +4,000 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$50K 3,772 +1,623 +76%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$46K 3,494 – –
AIC
88
Ameritas Investment Company
Nebraska
$34.9K 2,636 +2,636 New
GRP
89
Global Retirement Partners
California
$33K 2,490 – –
EFSCE
90
Enterprise Financial Services Corp (EFSC)
Missouri
$31K 2,369 – –
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$28K 2,146 +1,450 +208%
MWM
92
Mascoma Wealth Management
New Hampshire
$28K 2,080 +2,080 New
Franklin Resources
93
Franklin Resources
California
$26K 1,973 – –
TRCT
94
Tower Research Capital (TRC)
New York
$24K 1,800 -64,869 -97%
AWA
95
Arkadios Wealth Advisors
Georgia
$24K 1,816 -1,326 -42%
SFS
96
Sowell Financial Services
Arkansas
$24K 1,685 – –
JAWM
97
J. Arnold Wealth Management
Ohio
$17K 1,238 +13 +1%
FWM
98
Focused Wealth Management
New York
$16K 1,228 -531 -30%
SWM
99
Spire Wealth Management
Virginia
$15K 1,600 +1,600 New
IWMWV
100
Ironwood Wealth Management (West Virginia)
West Virginia
$13K 1,000 +200 +25%
2 3
4
5 6