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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

162 hedge funds and large institutions have $413M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 74 reducing their positions, and 21 closing their positions.

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
49
Reduced
74
Closed
21
Calls
$2.69M
Puts
–
Net Calls
+$2.69M
Net Calls Change
+$1.62M

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.17M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$5.86M
3
KAS
3
Kestra Advisory Services
Texas
$7.25M
4
AWM
4
AE Wealth Management
Kansas
$5.46M
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$4.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.32M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
3
Charles Schwab
3
Charles Schwab
California
$50.9M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$296K
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
76
Equitable Holdings
New York
$692K 34,856 -1,023 -3%
MA
77
Mutual Advisors
Nebraska
$676K 34,023 +1,821 +6%
GGS
78
Galvin Gaustad & Stein
Arizona
$667K 33,567 +633 +2%
Goldman Sachs
79
Goldman Sachs
New York
$662K 33,329 -23,541 -41%
CIA
80
Capital Investment Advisors
Georgia
$625K 31,484 -487 -2%
AII
81
AGF Investments Inc
Ontario, Canada
$620K 31,242 +31,242 New
BWM
82
Birchcreek Wealth Management
Ohio
$603K 30,341 -9,606 -24%
CCM
83
Cribstone Capital Management
Maine
$594K 29,905 -572 -2%
PVH
84
Psagot Value Holdings
Israel
$566K 28,480 – –
RSWM
85
Robertson Stephens Wealth Management
California
$554K 27,925 -8,187 -23%
KPWS
86
Kestra Private Wealth Services
Texas
$516K 25,995 -13,494 -34%
SCA
87
Snowden Capital Advisors
New York
$486K 24,511 +2,844 +13%
SSWM
88
Smith Salley Wealth Management
North Carolina
$483K 24,327 +664 +3%
LNC
89
Lincoln National Corp
Pennsylvania
$454K 22,825 -13,548 -37%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$446K 22,491 -6,670 -23%
HI
91
Harbour Investments
Wisconsin
$443K 22,810 – –
ACA
92
Atlas Capital Advisors
Wyoming
$424K 21,356 -17,214 -45%
SWP
93
Stratos Wealth Partners
Ohio
$415K 20,882 -1,058 -5%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$406K 20,438 +6,003 +42%
PAS
95
Park Avenue Securities
New York
$405K 20,400 +2,865 +16%
WA
96
WealthTrust Axiom
Pennsylvania
$399K 20,127 -1,323 -6%
PAG
97
Private Advisor Group
New Jersey
$384K 19,330 +1,298 +7%
SA
98
Strategic Advisors
New York
$384K 19,385 +1,690 +10%
BCA
99
Bay Colony Advisors
Massachusetts
$383K 19,302 +405 +2%
CPA
100
Court Place Advisors
Maryland
$366K 18,421 -173 -0.9%
2 3
4
5 6