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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
173
Holders Change
-16
Holders Change %
-8.47%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
28
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$102M
2
Bank of America
2
Bank of America
North Carolina
$24.6M
3
Jane Street
3
Jane Street
New York
$10.3M
4
Wells Fargo
4
Wells Fargo
California
$16.7M
5
UBS Group
5
UBS Group
Switzerland
$5.65M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
76
Capital Investment Advisors
Georgia
$694K 31,326 -177 -0.6%
AWS
77
Atria Wealth Solutions
New York
$691K 31,172 +207 +0.7%
EWA
78
EP Wealth Advisors
California
$686K 37,541 +30,252 +415%
ACA
79
Atlas Capital Advisors
Wyoming
$645K 29,102 +11,354 +64%
SCA
80
Snowden Capital Advisors
New York
$632K 28,535 +1,484 +5%
DADC
81
D.A. Davidson & Co
Montana
$627K 28,311 +585 +2%
CWP
82
Core Wealth Partners
California
$593K 26,761 +891 +3%
PAS
83
Park Avenue Securities
New York
$587K 26,479 +441 +2%
FFL
84
Financial Freedom LLC
Ohio
$583K 26,294 +228 +0.9%
SSWM
85
Smith Salley Wealth Management
North Carolina
$581K 26,227 +1,304 +5%
GGS
86
Galvin Gaustad & Stein
Arizona
$576K 25,977 +1,518 +6%
SA
87
Strategic Advisors
New York
$557K 25,134 -1,576 -6%
TRCT
88
Tower Research Capital (TRC)
New York
$548K 24,729 +1,018 +4%
Goldman Sachs
89
Goldman Sachs
New York
$543K 24,504 -23,346 -49%
TA
90
TrueWealth Advisors
Alabama
$510K 23,023 -53,739 -70%
COCM
91
Charter Oak Capital Management
New Hampshire
$460K 20,740 -321 -2%
BCM
92
Brookstone Capital Management
Illinois
$458K 20,727 -1,415 -6%
Cerity Partners
93
Cerity Partners
New York
$437K 19,719 -2,455 -11%
BWM
94
Birchcreek Wealth Management
Ohio
$429K 19,381 -6,558 -25%
BCI
95
Brinker Capital Investments
Pennsylvania
$428K 19,313 +1,568 +9%
OPS
96
Orion Portfolio Solutions
Nebraska
$428K 19,313 +1,568 +9%
MA
97
Mutual Advisors
Nebraska
$423K 19,109 -11,154 -37%
OCM
98
One Capital Management
California
$401K 18,098 -8,651 -32%
FIM
99
Freedom Investment Management
Connecticut
$399K 17,993 +2,008 +13%
LNC
100
Lincoln National Corp
Pennsylvania
$395K 17,802 +128 +0.7%
2 3
4
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