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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

120 hedge funds and large institutions have $210M invested in Fidelity MSCI Energy Index ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
48
Reduced
25
Closed
11
Calls
$619K
Puts
–
Net Calls
+$619K
Net Calls Change
+$728K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$41.7M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$8.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.5M
4
KAS
4
Kestra Advisory Services
Texas
$9.79M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.46M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$13.7M
3
PG
3
Prostatis Group
Maryland
$172K
4
TRCT
4
Tower Research Capital (TRC)
New York
$24K
5
PAG
5
Private Advisor Group
New Jersey
$818K
Name Market Value Shares Shares
Change 		Shares
Change %
LDFR
101
Lehman & Derafelo Financial Resources
Pennsylvania
$12K 900 – –
SSWG
102
Seven Springs Wealth Group
Tennessee
$11K 820 – –
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$10K 750 +750 New
IAIM
104
International Assets Investment Management
Florida
$9K 862 – –
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$7K 515 – –
VFA
106
Valeo Financial Advisors
Indiana
$7K 545 – –
EIP
107
Ellis Investment Partners
Pennsylvania
$7K 522 +5 +1%
TCM
108
Tradewinds Capital Management
Washington
$7K 562 +6 +1%
US Bancorp
109
US Bancorp
Minnesota
$7K 512 +512 New
Barclays
110
Barclays
United Kingdom
$6K 490 +490 New
EW
111
Element Wealth
Mississippi
$4K 299 +3 +1%
FF
112
FourThought Financial
Florida
$3K 260 +260 New
SIS
113
Sound Income Strategies
Florida
$2.4K 181 – –
MA
114
MCF Advisors
Kentucky
$1K 101 -4,938 -98%
LWA
115
Lowe Wealth Advisors
Maryland
$1K 110 – –
HIA
116
Harbor Investment Advisory
Maryland
$1K 107 – –
CFO
117
Colony Family Offices
North Carolina
$1K 50 – –
FI
118
FormulaFolio Investments
Michigan
– – -3,808,370 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
– – -45,046 Closed
MC
120
Miramar Capital
Illinois
– – -14,200 Closed
VC
121
Vicus Capital
Pennsylvania
– – -11,695 Closed
HCM
122
Hollencrest Capital Management
California
– – -10,000 Closed
Simplex Trading
123
Simplex Trading
Illinois
– – -1,958 Closed
First Manhattan
124
First Manhattan
New York
– – -1,000 Closed
BWL
125
Bogart Wealth LLC
Virginia
– – -390 Closed
2 3 4
5
6