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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 20 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
20
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$16.8M
2
PWA
2
Primoris Wealth Advisors
Florida
$2.79M
3
PG
3
Prostatis Group
Maryland
$2.29M
4
NA
4
NewEdge Advisors
Louisiana
$6.13M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$1.54M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$134M
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$296K
5
LG
5
Leuthold Group
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VC
76
Vicus Capital
Pennsylvania
$673K 27,947 -2,550 -8%
FFL
77
Financial Freedom LLC
Ohio
$658K 27,313 +230 +0.8%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$628K 26,073 -3,463 -12%
Creative Planning
79
Creative Planning
Kansas
$624K 25,923 -72 -0.3%
AWS
80
Atria Wealth Solutions
New York
$607K 25,227 -37,979 -60%
CWP
81
Core Wealth Partners
California
$592K 24,592 +37 +0.2%
VA
82
Valmark Advisers
Ohio
$574K 23,818 +196 +0.8%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$570K 23,670 +23,670 New
RJA
84
Raymond James & Associates
Florida
$559K 23,219 +1,899 +9%
TRCT
85
Tower Research Capital (TRC)
New York
$521K 21,652 +21,652 New
JWCA
86
J.W. Cole Advisors
Florida
$519K 21,565 +183 +0.9%
VWA
87
Visionary Wealth Advisors
Illinois
$505K 20,991 +2,504 +14%
PS
88
Principal Securities
Iowa
$500K 20,763 +232 +1%
SA
89
Strategic Advisors
New York
$492K 20,446 +22 +0.1%
Citigroup
90
Citigroup
New York
$489K 20,304 +4,815 +31%
AA
91
Axiom Advisory
California
$481K 19,594 +463 +2%
Cerity Partners
92
Cerity Partners
New York
$471K 19,570 +369 +2%
GGS
93
Galvin Gaustad & Stein
Arizona
$470K 19,531 -1,110 -5%
SPIA
94
Steward Partners Investment Advisory
New York
$446K 18,511 -32,847 -64%
RA
95
RFG Advisory
Alabama
$437K 18,144 -74,805 -80%
HI
96
Harbour Investments
Wisconsin
$435K 18,056 +941 +5%
ACA
97
Atlas Capital Advisors
Wyoming
$414K 17,182 -11,150 -39%
CPL
98
CAP Partners LLC
Tennessee
$413K 17,133 -702 -4%
AWM
99
Able Wealth Management
New Jersey
$398K 16,528 -2,338 -12%
FTS
100
Fifth Third Securities
Ohio
$396K 16,452 -5,994 -27%
2 3
4
5 6