FENY icon

Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

148 hedge funds and large institutions have $315M invested in Fidelity MSCI Energy Index ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
148
Holders Change
+24
Holders Change %
+19.35%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
52
Reduced
38
Closed
11
Calls
$241K
Puts
$648K
Net Calls
-$407K
Net Calls Change
-$1.38M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$12.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.68M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.5M
4
KAS
4
Kestra Advisory Services
Texas
$8.82M
5
Prudential Financial
5
Prudential Financial
New Jersey
$3.79M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$28.9M
2
SSW
2
Smith Shellnut Wilson
Mississippi
$302K
3
Citadel Advisors
3
Citadel Advisors
Florida
$629K
4
PVH
4
Psagot Value Holdings
Israel
$432K
5
HWA
5
Hilltop Wealth Advisors
North Carolina
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
76
WealthTrust Axiom
Pennsylvania
$352K 23,200 +5,000 +27%
TIA
77
Traphagen Investment Advisors
New Jersey
$343K 22,613 -706 -3%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$315K 20,733 -18,322 -47%
BCA
79
Bay Colony Advisors
Massachusetts
$305K 20,068 +114 +0.6%
SSW
80
Smith Shellnut Wilson
Mississippi
$302K 19,877 -199,679 -91%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$293K 19,274 +7,078 +58%
HF
82
HRT Financial
New York
$274K 18,076 +18,076 New
MHR
83
Matthew Hamilton Rosenberg
$270K 17,780 – –
SCA
84
Snowden Capital Advisors
New York
$257K 16,992 +696 +4%
JWCA
85
J.W. Cole Advisors
Florida
$232K 15,289 +15,289 New
PAG
86
Private Advisor Group
New Jersey
$229K 15,111 -11,124 -42%
CAN
87
Cetera Advisor Networks
California
$220K 14,500 +14,500 New
PWA
88
Primoris Wealth Advisors
Florida
$211K 13,645 +13,645 New
IA
89
IFP Advisors
Florida
$204K 13,005 -421 -3%
FT
90
Fiduciary Trust
Massachusetts
$202K 13,300 +13,300 New
Goldman Sachs
91
Goldman Sachs
New York
$196K 12,938 +12,938 New
BCM
92
Beaumont Capital Management
Massachusetts
$195K 12,863 +12,863 New
PPA
93
Parametric Portfolio Associates
Washington
$191K 12,615 +12,615 New
HWA
94
Heartwood Wealth Advisors
Virginia
$188K 12,382 – –
SWM
95
Spire Wealth Management
Virginia
$188K 12,390 +746 +6%
GWM
96
Geneos Wealth Management
Colorado
$185K 12,224 -720 -6%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$181K 11,934 +629 +6%
CFGS
98
Concourse Financial Group Securities
Alabama
$180K 11,870 +110 +0.9%
RCWM
99
Royal Capital Wealth Management
Indiana
$178K 11,733 +11,733 New
AAS
100
Ameritas Advisory Services
Nebraska
$173K 11,372 +11,372 New
2 3
4
5 6