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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

124 hedge funds and large institutions have $251M invested in Fidelity MSCI Energy Index ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
49
Reduced
38
Closed
16
Calls
$974K
Puts
–
Net Calls
+$974K
Net Calls Change
+$359K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$33.6M
2
Lido Advisors
2
Lido Advisors
California
$13.9M
3
Charles Schwab
3
Charles Schwab
California
$48.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.87M
5
RBFC
5
Roman Butler Fullerton & Co
Missouri
$1.64M

Top Sellers

1
NAM
1
NorthCoast Asset Management
Connecticut
$4.93M
2
KAS
2
Kestra Advisory Services
Texas
$1.83M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.15M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
76
Two Sigma Securities
New York
$195K +$195K +13,523 New
GWM
77
Geneos Wealth Management
Colorado
$192K – – –
HWA
78
Heartwood Wealth Advisors
Virginia
$178K – – –
Fidelity Investments
79
Fidelity Investments
Massachusetts
$176K +$104K +7,190 +144%
CFGS
80
Concourse Financial Group Securities
Alabama
$169K +$1.93K +134 +1%
SWM
81
Spire Wealth Management
Virginia
$168K +$62.3K +4,316 +59%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$168K +$168K +11,640 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$163K +$2.9K +201 +2%
FA
84
Fortis Advisors
Pennsylvania
$162K -$3.44K -239 -2%
DADC
85
D.A. Davidson & Co
Montana
$161K +$7.24K +504 +5%
GI
86
Gradient Investments
Minnesota
$139K – – –
ACA
87
Atlas Capital Advisors
Wyoming
$110K -$2.93K -203 -3%
CA
88
Clearstead Advisors
Ohio
$82K – – –
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$76K – – –
COCM
90
Charter Oak Capital Management
New Hampshire
$72K – – –
BCA
91
Bray Capital Advisors
Florida
$61K -$34.2K -2,355 -36%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$56K – – –
CFD
93
Creative Financial Designs
Indiana
$54K +$1.24K +86 +2%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$50K – – –
TCWA
95
Ten Capital Wealth Advisors
Washington
$39K +$39K +2,741 New
GRP
96
Global Retirement Partners
California
$36K – – –
MWM
97
Mascoma Wealth Management
New Hampshire
$30K +$30K +2,080 New
Franklin Resources
98
Franklin Resources
California
$28K – – –
GWMIA
99
Global Wealth Management Investment Advisory
Florida
$24K +$24K +1,680 New
FP
100
Financial Perspectives
Minnesota
$18.4K +$202 +14 +1%
2 3
4
5 6