FENY icon

Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $435M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
73
Reduced
66
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$17.6M
2
Wells Fargo
2
Wells Fargo
California
$12.5M
3
Jane Street
3
Jane Street
New York
$5.06M
4
HF
4
HRT Financial
New York
$2.55M
5
Lido Advisors
5
Lido Advisors
California
$33.2M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$749K
2
AWM
2
AE Wealth Management
Kansas
$6.38M
3
IA
3
IFP Advisors
Florida
$47.1K
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
Charles Schwab
5
Charles Schwab
California
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
101
Charter Oak Capital Management
New Hampshire
$473K 21,061 +2,862 +16%
SWP
102
Stratos Wealth Partners
Ohio
$436K 19,413 +828 +4%
BCA
103
Bay Colony Advisors
Massachusetts
$427K 19,145 +248 +1%
CPA
104
Court Place Advisors
Maryland
$414K 18,439 +10 +0.1%
WA
105
WealthTrust Axiom
Pennsylvania
$408K 18,200 -250 -1%
ACA
106
Atlas Capital Advisors
Wyoming
$398K 17,748 -7,551 -30%
BCI
107
Brinker Capital Investments
Pennsylvania
$398K 17,745 +17,745 New
OPS
108
Orion Portfolio Solutions
Nebraska
$398K 17,745 +17,745 New
LNC
109
Lincoln National Corp
Pennsylvania
$397K 17,674 -5,773 -25%
LWM
110
LJI Wealth Management
Indiana
$368K 16,406 – –
FIM
111
Freedom Investment Management
Connecticut
$359K 15,985 +6,855 +75%
VWM
112
Venturi Wealth Management
Texas
$350K 15,576 +15,576 New
RSWM
113
Robertson Stephens Wealth Management
California
$345K 15,396 -2,156 -12%
CFGS
114
Concourse Financial Group Securities
Alabama
$322K 14,366 +730 +5%
CWM
115
Cornerstone Wealth Management
Missouri
$320K 14,264 +14,264 New
BRWA
116
B. Riley Wealth Advisors
Florida
$305K 13,585 -567 -4%
JWCA
117
J.W. Cole Advisors
Florida
$298K 13,291 +76 +0.6%
EWA
118
EP Wealth Advisors
California
$292K 7,289 +7,289 New
JWM
119
Jackson Wealth Management
Florida
$292K 12,991 +12,991 New
FFN
120
Focus Financial Network
Minnesota
$289K 12,862 -3,005 -19%
FOFP
121
Fee-Only Financial Planning
South Carolina
$288K 12,815 -500 -4%
MC
122
Miramar Capital
Illinois
$285K 12,700 – –
MHR
123
Matthew Hamilton Rosenberg
$280K 12,481 – –
TIA
124
Traphagen Investment Advisors
New Jersey
$278K 12,371 -675 -5%
RCWM
125
Royal Capital Wealth Management
Indiana
$276K 12,299 +116 +1%
3 4
5
6 7