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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

162 hedge funds and large institutions have $413M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 74 reducing their positions, and 21 closing their positions.

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
49
Reduced
74
Closed
21
Calls
$2.69M
Puts
–
Net Calls
+$2.69M
Net Calls Change
+$1.62M

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.17M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$5.86M
3
KAS
3
Kestra Advisory Services
Texas
$7.25M
4
AWM
4
AE Wealth Management
Kansas
$5.46M
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$4.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.32M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
3
Charles Schwab
3
Charles Schwab
California
$50.9M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$296K
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
101
Cornerstone Wealth Management
Missouri
$365K 18,402 -284 -2%
Cerity Partners
102
Cerity Partners
New York
$365K 18,356 +494 +3%
AAS
103
Ameritas Advisory Services
Nebraska
$363K 18,293 -1,633 -8%
HF
104
HRT Financial
New York
$320K 16,120 +5,560 +53%
MC
105
Miramar Capital
Illinois
$309K 12,700 – –
SHIM
106
Stone House Investment Management
Pennsylvania
$296K 14,918 -150,695 -91%
TIA
107
Traphagen Investment Advisors
New Jersey
$292K 14,711 -4,039 -22%
JWCA
108
J.W. Cole Advisors
Florida
$286K 14,381 -1,058 -7%
BRWA
109
B. Riley Wealth Advisors
Florida
$279K 14,001 +352 +3%
COCM
110
Charter Oak Capital Management
New Hampshire
$270K 13,603 +2,021 +17%
CAN
111
Cetera Advisor Networks
California
$267K 13,443 -2,550 -16%
FFN
112
Focus Financial Network
Minnesota
$265K 13,346 -533 -4%
NL
113
NWAM LLC
Washington
$261K 13,131 -7,273 -36%
TI
114
Trexquant Investment
Connecticut
$259K 13,056 -13,776 -51%
FIM
115
Freedom Investment Management
Connecticut
$252K 12,705 -11,021 -46%
MHR
116
Matthew Hamilton Rosenberg
$248K 12,481 -5,299 -30%
HWA
117
Heartwood Wealth Advisors
Virginia
$246K 12,391 – –
CFGS
118
Concourse Financial Group Securities
Alabama
$245K 12,320 +230 +2%
RCWM
119
Royal Capital Wealth Management
Indiana
$240K 12,083 +130 +1%
SCA
120
Spearhead Capital Advisors
Florida
$229K 11,523 – –
EWA
121
Exencial Wealth Advisors
Oklahoma
$224K 11,260 – –
DADC
122
D.A. Davidson & Co
Montana
$216K 10,862 -216 -2%
SWM
123
Spire Wealth Management
Virginia
$196K 9,844 -2,198 -18%
CA
124
Clearstead Advisors
Ohio
$113K 5,715 – –
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$107K 5,427 -2,500 -32%
3 4
5
6 7