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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

175 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
80
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$42.2M
2
WQ
2
Wealth Quarterback
New Jersey
$5.54M
3
Lido Advisors
3
Lido Advisors
California
$24.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.1M
5
FTS
5
Fifth Third Securities
Ohio
$2.34M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$53.2M
2
CW
2
Connectus Wealth
Ohio
$1.08M
3
PCS
3
Personal CFO Solutions
New Jersey
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$20.5M
5
VC
5
Vicus Capital
Pennsylvania
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
76
Absolute Capital Management
Pennsylvania
$719K 37,050 +37,050 New
RJFSA
77
Raymond James Financial Services Advisors
Florida
$712K 36,700 +15,284 +71%
LNC
78
Lincoln National Corp
Pennsylvania
$705K 36,373 -12,007 -25%
RSWM
79
Robertson Stephens Wealth Management
California
$700K 36,112 -9,194 -20%
EH
80
Equitable Holdings
New York
$696K 35,879 +6,283 +21%
TRIA
81
Trail Ridge Investment Advisors
Colorado
$666K 34,330 +627 +2%
GGS
82
Galvin Gaustad & Stein
Arizona
$639K 32,934 -1,495 -4%
AWS
83
Atria Wealth Solutions
New York
$636K 32,780 +11,218 +52%
MA
84
Mutual Advisors
Nebraska
$625K 32,202 -188 -0.6%
CIA
85
Capital Investment Advisors
Georgia
$620K 31,971 +13 +0%
CCM
86
Cribstone Capital Management
Maine
$591K 30,477 -1,971 -6%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$566K 29,161 +5,661 +24%
PVH
88
Psagot Value Holdings
Israel
$553K 28,480 – –
TI
89
Trexquant Investment
Connecticut
$521K 26,832 +26,832 New
TCM
90
Traynor Capital Management
Pennsylvania
$503K 25,965 +13,968 +116%
FIM
91
Freedom Investment Management
Connecticut
$460K 23,726 +4,163 +21%
SSWM
92
Smith Salley Wealth Management
North Carolina
$459K 23,663 +1,195 +5%
HI
93
Harbour Investments
Wisconsin
$443K 22,810 +22,810 New
BWM
94
BNC Wealth Management
Oregon
$440K 22,676 -32,640 -59%
SWP
95
Stratos Wealth Partners
Ohio
$426K 21,940 +6,982 +47%
SCA
96
Snowden Capital Advisors
New York
$420K 21,667 +1,684 +8%
WA
97
WealthTrust Axiom
Pennsylvania
$416K 21,450 -1,250 -6%
BCA
98
Bay Colony Advisors
Massachusetts
$406K 18,897 +50 +0.3%
NL
99
NWAM LLC
Washington
$391K 20,404 +20,404 New
Ameriprise
100
Ameriprise
Minnesota
$387K 19,965 -8,574 -30%
2 3
4
5 6