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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$13.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.63M
4
TW
4
Transform Wealth
Colorado
$3.77M
5
FIM
5
Freedom Investment Management
Connecticut
$2.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KAS
2
Kestra Advisory Services
Texas
$13.9M
3
Lido Advisors
3
Lido Advisors
California
$34.5M
4
Charles Schwab
4
Charles Schwab
California
$112M
5
Wells Fargo
5
Wells Fargo
California
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
76
Hyperion Capital Advisors
New York
$934K 37,500 – –
BOM
77
Bank of Marin
California
$868K 34,848 -831 -2%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$857K 34,068 +34,068 New
FTUS
79
Flow Traders U.S.
New York
$847K 34,014 +34,014 New
DADC
80
D.A. Davidson & Co
Montana
$839K 33,670 +5,359 +19%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$837K 33,607 -2,124 -6%
AAS
82
Ameritas Advisory Services
Nebraska
$808K 32,314 +32,314 New
VWM
83
Venturi Wealth Management
Texas
$779K 31,259 +17,374 +125%
CIA
84
Capital Investment Advisors
Georgia
$768K 30,850 -476 -2%
EWA
85
EP Wealth Advisors
California
$767K 30,802 -6,739 -18%
Citadel Advisors
86
Citadel Advisors
Florida
$721K 28,958 -64,754 -69%
ACA
87
Atlas Capital Advisors
Wyoming
$716K 28,745 -357 -1%
Renaissance Technologies
88
Renaissance Technologies
New York
$702K 28,200 +28,200 New
SCA
89
Snowden Capital Advisors
New York
$683K 27,427 -1,108 -4%
CWP
90
Core Wealth Partners
California
$667K 26,785 +24 +0.1%
FFL
91
Financial Freedom LLC
Ohio
$659K 26,474 +180 +0.7%
PAS
92
Park Avenue Securities
New York
$619K 24,857 -1,622 -6%
AWA
93
Arete Wealth Advisors
Illinois
$615K 24,692 +24,692 New
GGS
94
Galvin Gaustad & Stein
Arizona
$615K 24,682 -1,295 -5%
LNC
95
Lincoln National Corp
Pennsylvania
$613K 24,602 +6,800 +38%
SA
96
Strategic Advisors
New York
$593K 23,811 -1,323 -5%
US Bancorp
97
US Bancorp
Minnesota
$525K 21,075 +21,075 New
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$523K 21,008 -38,555 -65%
IAN
99
Integrated Advisors Network
Texas
$520K 20,891 +7,710 +58%
BCI
100
Brinker Capital Investments
Pennsylvania
$483K 19,382 +69 +0.4%
2 3
4
5 6