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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

124 hedge funds and large institutions have $251M invested in Fidelity MSCI Energy Index ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
49
Reduced
38
Closed
16
Calls
$974K
Puts
–
Net Calls
+$974K
Net Calls Change
+$359K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$33.6M
2
Lido Advisors
2
Lido Advisors
California
$13.9M
3
Charles Schwab
3
Charles Schwab
California
$48.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.87M
5
RBFC
5
Roman Butler Fullerton & Co
Missouri
$1.64M

Top Sellers

1
NAM
1
NorthCoast Asset Management
Connecticut
$4.93M
2
KAS
2
Kestra Advisory Services
Texas
$1.83M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.15M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
101
Focused Wealth Management
New York
$15K 1,074 -89 -8%
US Bancorp
102
US Bancorp
Minnesota
$13K 912 +400 +78%
FMTCOCP
103
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K 850 – –
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$11K 750 -1,475 -66%
JAWM
105
J. Arnold Wealth Management
Ohio
$10K 676 -1,002 -60%
TWA
106
TCI Wealth Advisors
Arizona
$10K 716 +716 New
EIP
107
Ellis Investment Partners
Pennsylvania
$9K 634 +108 +21%
TCM
108
Tradewinds Capital Management
Washington
$8K 573 +6 +1%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.1K 493 +493 New
AWA
110
Arkadios Wealth Advisors
Georgia
$7K 500 -37,047 -99%
Barclays
111
Barclays
United Kingdom
$6K 432 -2,721 -86%
EW
112
Element Wealth
Mississippi
$4K 305 +3 +1%
AF
113
Allworth Financial
California
$4K 253 +3 +1%
RFA
114
Reilly Financial Advisors
California
$4K 250 +250 New
DI
115
Disciplined Investments
Oklahoma
$4K 300 +300 New
FF
116
FourThought Financial
Florida
$3K 260 – –
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$2.23K 155 +155 New
LWA
118
Lowe Wealth Advisors
Maryland
$2K 110 – –
LPWM
119
Lake Point Wealth Management
Texas
$1K 74 +1 +1%
SFS
120
Sowell Financial Services
Arkansas
– – -176,673 Closed
BFA
121
Beaumont Financial Advisors
Massachusetts
– – -140,620 Closed
FIM
122
Freedom Investment Management
Connecticut
– – -126,044 Closed
VC
123
Vicus Capital
Pennsylvania
– – -103,186 Closed
FTUS
124
Flow Traders U.S.
New York
– – -30,643 Closed
GTAM
125
Global Trust Asset Management
Florida
– – -15,757 Closed
2 3 4
5
6