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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $435M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
73
Reduced
66
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$17.6M
2
Wells Fargo
2
Wells Fargo
California
$12.5M
3
Jane Street
3
Jane Street
New York
$5.06M
4
HF
4
HRT Financial
New York
$2.55M
5
Lido Advisors
5
Lido Advisors
California
$33.2M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$749K
2
AWM
2
AE Wealth Management
Kansas
$6.38M
3
IA
3
IFP Advisors
Florida
$47.1K
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
Charles Schwab
5
Charles Schwab
California
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$842K 37,512 +7,748 +26%
HCA
77
Hyperion Capital Advisors
New York
$842K 37,500 – –
BOM
78
Bank of Marin
California
$828K 36,901 -3,105 -8%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$795K 35,431 -1,014 -3%
VC
80
Vicus Capital
Pennsylvania
$749K 33,372 -537,442 -94%
AAS
81
Ameritas Advisory Services
Nebraska
$735K 31,906 +3,781 +13%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$720K 32,076 +2,152 +7%
CIA
83
Capital Investment Advisors
Georgia
$707K 31,503 +8 +0%
AWS
84
Atria Wealth Solutions
New York
$695K 30,965 -7,917 -20%
MA
85
Mutual Advisors
Nebraska
$679K 30,263 -547 -2%
DADC
86
D.A. Davidson & Co
Montana
$622K 27,726 +335 +1%
SCA
87
Snowden Capital Advisors
New York
$607K 27,051 +478 +2%
OCM
88
One Capital Management
California
$600K 26,749 -10,032 -27%
SA
89
Strategic Advisors
New York
$599K 26,710 -923 -3%
EH
90
Equitable Holdings
New York
$594K 26,469 -6,250 -19%
FFL
91
Financial Freedom LLC
Ohio
$585K 26,066 +246 +1%
PAS
92
Park Avenue Securities
New York
$584K 26,038 +1,573 +6%
BWM
93
Birchcreek Wealth Management
Ohio
$582K 25,939 -4,170 -14%
CWP
94
Core Wealth Partners
California
$581K 25,870 +12,660 +96%
SSWM
95
Smith Salley Wealth Management
North Carolina
$559K 24,923 +198 +0.8%
GGS
96
Galvin Gaustad & Stein
Arizona
$549K 24,459 -5,802 -19%
TRCT
97
Tower Research Capital (TRC)
New York
$532K 23,711 +22,600 +2,034%
BCM
98
Brookstone Capital Management
Illinois
$516K 22,142 -70,091 -76%
Cerity Partners
99
Cerity Partners
New York
$498K 22,174 +175 +0.8%
SAM
100
Secure Asset Management
Michigan
$488K 21,757 -2,290 -10%
2 3
4
5 6