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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

148 hedge funds and large institutions have $315M invested in Fidelity MSCI Energy Index ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
148
Holders Change
+24
Holders Change %
+19.35%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
52
Reduced
38
Closed
11
Calls
$241K
Puts
$648K
Net Calls
-$407K
Net Calls Change
-$1.38M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$12.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.68M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.5M
4
KAS
4
Kestra Advisory Services
Texas
$8.82M
5
Prudential Financial
5
Prudential Financial
New Jersey
$3.79M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$28.9M
2
SSW
2
Smith Shellnut Wilson
Mississippi
$302K
3
Citadel Advisors
3
Citadel Advisors
Florida
$629K
4
PVH
4
Psagot Value Holdings
Israel
$432K
5
HWA
5
Hilltop Wealth Advisors
North Carolina
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$171K 11,267 +61 +0.5%
EWA
102
Exencial Wealth Advisors
Oklahoma
$171K 11,260 +11,260 New
BFPW
103
BOK Financial Private Wealth
Colorado
$169K 11,141 +11,141 New
PAS
104
Park Avenue Securities
New York
$160K 10,511 +10,511 New
TSS
105
Two Sigma Securities
New York
$157K 10,311 -3,212 -24%
GI
106
Gradient Investments
Minnesota
$146K 9,622 – –
FA
107
Fortis Advisors
Pennsylvania
$136K 8,933 -2,334 -21%
COCM
108
Charter Oak Capital Management
New Hampshire
$91K 6,013 +987 +20%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$88K 5,843 +500 +9%
CA
110
Clearstead Advisors
Ohio
$87K 5,715 – –
BCA
111
Bray Capital Advisors
Florida
$64K 4,205 – –
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$59K 3,860 – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$54K 3,494 – –
CFD
114
Creative Financial Designs
Indiana
$51K 3,354 -397 -11%
EVM
115
Eaton Vance Management
Massachusetts
$49K 3,200 – –
AP
116
Advisors Preferred
Maryland
$48K 3,107 +3,107 New
MWM
117
Mascoma Wealth Management
New Hampshire
$32K 2,080 – –
Franklin Resources
118
Franklin Resources
California
$30K 1,973 – –
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$26K 1,725 +1,725 New
FP
120
Financial Perspectives
Minnesota
$19.5K 1,287 +12 +0.9%
FWM
121
Focused Wealth Management
New York
$16K 1,075 +1 +0.1%
IAG
122
Investmark Advisory Group
Connecticut
$15K 1,033 +1,033 New
MCC
123
Money Concepts Capital
Florida
$14K 950 +950 New
FMTCOCP
124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K 850 – –
EIP
125
Ellis Investment Partners
Pennsylvania
$12K 841 +207 +33%
3 4
5
6 7