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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $505M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
41
Increased
66
Reduced
60
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$4.77M
3
AWM
3
AE Wealth Management
Kansas
$10.7M
4
EFM
4
Eley Financial Management
Vermont
$3.91M
5
DFG
5
Demars Financial Group
Washington
$4.61M

Top Sellers

1
Jane Street
1
Jane Street
New York
$410K
2
Charles Schwab
2
Charles Schwab
California
$54.3M
3
TRCT
3
Tower Research Capital (TRC)
New York
$26K
4
KAS
4
Kestra Advisory Services
Texas
$5.67M
5
WQ
5
Wealth Quarterback
New Jersey
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
101
Cerity Partners
New York
$524K 21,999 +3,643 +20%
SHIM
102
Stone House Investment Management
Pennsylvania
$512K 21,495 +6,577 +44%
BCA
103
Bay Colony Advisors
Massachusetts
$451K 18,897 -405 -2%
SWP
104
Stratos Wealth Partners
Ohio
$443K 18,585 -2,297 -11%
WA
105
WealthTrust Axiom
Pennsylvania
$440K 18,450 -1,677 -8%
CPA
106
Court Place Advisors
Maryland
$439K 18,429 +8 +0%
COCM
107
Charter Oak Capital Management
New Hampshire
$434K 18,199 +4,596 +34%
RSWM
108
Robertson Stephens Wealth Management
California
$418K 17,552 -10,373 -37%
Jane Street
109
Jane Street
New York
$410K 17,207 -444,383 -96%
CWP
110
Core Wealth Partners
California
$400K 13,210 +13,210 New
LWM
111
LJI Wealth Management
Indiana
$391K 16,406 +16,406 New
FFN
112
Focus Financial Network
Minnesota
$378K 15,867 +2,521 +19%
BRWA
113
B. Riley Wealth Advisors
Florida
$337K 14,152 +151 +1%
CFGS
114
Concourse Financial Group Securities
Alabama
$325K 13,636 +1,316 +11%
FOFP
115
Fee-Only Financial Planning
South Carolina
$317K 13,315 +13,315 New
JWCA
116
J.W. Cole Advisors
Florida
$315K 13,215 -1,166 -8%
HI
117
Harbour Investments
Wisconsin
$312K 13,083 -9,727 -43%
TIA
118
Traphagen Investment Advisors
New Jersey
$311K 13,046 -1,665 -11%
PAG
119
Private Advisor Group
New Jersey
$308K 37,728 +18,398 +95%
MC
120
Miramar Capital
Illinois
$303K 12,700 – –
MHR
121
Matthew Hamilton Rosenberg
$298K 12,481 – –
RCWM
122
Royal Capital Wealth Management
Indiana
$290K 12,183 +100 +0.8%
AWA
123
Amplius Wealth Advisors
Pennsylvania
$285K 11,954 +11,954 New
EWA
124
Exencial Wealth Advisors
Oklahoma
$268K 11,260 – –
BCM
125
Beaumont Capital Management
Massachusetts
$263K 11,011 +11,011 New
3 4
5
6 7