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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

202 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$5.22M
2
PAG
2
Private Advisor Group
New Jersey
$5.44M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.6M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.98M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.63M
2
Bank of America
2
Bank of America
North Carolina
$3.31M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$535K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
76
Snowden Capital Advisors
New York
$819K 32,641 +611 +2%
PAS
77
Park Avenue Securities
New York
$795K 31,701 +4,017 +15%
VC
78
Vicus Capital
Pennsylvania
$765K 30,497 +1,957 +7%
EWA
79
EP Wealth Advisors
California
$752K 29,983 -124 -0.4%
CIA
80
Capital Investment Advisors
Georgia
$750K 29,909 +117 +0.4%
PWA
81
Prairie Wealth Advisors
Nebraska
$744K 29,650 +1,430 +5%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$741K 29,536 +834 +3%
IC
83
Inscription Capital
Texas
$739K 29,473 – –
BOM
84
Bank of Marin
California
$730K 29,111 -854 -3%
ACA
85
Atlas Capital Advisors
Wyoming
$711K 28,332 -2,462 -8%
Truist Financial
86
Truist Financial
North Carolina
$708K 28,206 -4,846 -15%
FFL
87
Financial Freedom LLC
Ohio
$680K 27,083 +198 +0.7%
Creative Planning
88
Creative Planning
Kansas
$652K 25,995 +1,148 +5%
CWP
89
Core Wealth Partners
California
$616K 24,555 -5,230 -18%
VA
90
Valmark Advisers
Ohio
$593K 23,622 +2,624 +12%
AI
91
Atria Investments
North Carolina
$576K 22,957 +22,957 New
EWS
92
Evergreen Wealth Solutions
Pennsylvania
$565K 22,525 +475 +2%
FTS
93
Fifth Third Securities
Ohio
$563K 22,446 -5,903 -21%
JWCA
94
J.W. Cole Advisors
Florida
$536K 21,382 -113 -0.5%
RJA
95
Raymond James & Associates
Florida
$535K 21,320 -84,217 -80%
US Bancorp
96
US Bancorp
Minnesota
$524K 20,878 -124 -0.6%
EH
97
Equitable Holdings
New York
$521K 20,750 -3,868 -16%
GGS
98
Galvin Gaustad & Stein
Arizona
$518K 20,641 -919 -4%
PS
99
Principal Securities
Iowa
$515K 20,531 -49 -0.2%
SA
100
Strategic Advisors
New York
$512K 20,424 +19 +0.1%
2 3
4
5 6