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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $505M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
41
Increased
66
Reduced
60
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$4.77M
3
AWM
3
AE Wealth Management
Kansas
$10.7M
4
EFM
4
Eley Financial Management
Vermont
$3.91M
5
DFG
5
Demars Financial Group
Washington
$4.61M

Top Sellers

1
Jane Street
1
Jane Street
New York
$410K
2
Charles Schwab
2
Charles Schwab
California
$54.3M
3
TRCT
3
Tower Research Capital (TRC)
New York
$26K
4
KAS
4
Kestra Advisory Services
Texas
$5.67M
5
WQ
5
Wealth Quarterback
New Jersey
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
BOM
76
Bank of Marin
California
$954K 40,006 – –
AWS
77
Atria Wealth Solutions
New York
$925K 38,882 -908 -2%
HCA
78
Hyperion Capital Advisors
New York
$894K 37,500 – –
OCM
79
One Capital Management
California
$877K 36,781 -20,997 -36%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$869K 36,445 +293 +0.8%
EH
81
Equitable Holdings
New York
$780K 32,719 -2,137 -6%
CIA
82
Capital Investment Advisors
Georgia
$751K 31,495 +11 +0%
MA
83
Mutual Advisors
Nebraska
$735K 30,810 -3,213 -9%
GGS
84
Galvin Gaustad & Stein
Arizona
$721K 30,261 -3,306 -10%
BWM
85
Birchcreek Wealth Management
Ohio
$718K 30,109 -232 -0.8%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$713K 29,924 +7,433 +33%
RJA
87
Raymond James & Associates
Florida
$710K 29,764 +29,764 New
CCM
88
Cribstone Capital Management
Maine
$693K 29,049 -856 -3%
Renaissance Technologies
89
Renaissance Technologies
New York
$684K 28,700 -7,800 -21%
AAS
90
Ameritas Advisory Services
Nebraska
$671K 28,125 +9,832 +54%
SA
91
Strategic Advisors
New York
$659K 27,633 +8,248 +43%
Goldman Sachs
92
Goldman Sachs
New York
$658K 27,619 -5,710 -17%
DADC
93
D.A. Davidson & Co
Montana
$653K 27,391 +16,529 +152%
SCA
94
Snowden Capital Advisors
New York
$633K 26,573 +2,062 +8%
FFL
95
Financial Freedom LLC
Ohio
$616K 25,820 +25,820 New
ACA
96
Atlas Capital Advisors
Wyoming
$603K 25,299 +3,943 +18%
SSWM
97
Smith Salley Wealth Management
North Carolina
$589K 24,725 +398 +2%
PAS
98
Park Avenue Securities
New York
$583K 24,465 +4,065 +20%
SAM
99
Secure Asset Management
Michigan
$573K 24,047 +24,047 New
LNC
100
Lincoln National Corp
Pennsylvania
$559K 23,447 +622 +3%
2 3
4
5 6