FENY icon

Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
173
Holders Change
-16
Holders Change %
-8.47%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
28
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$102M
2
Bank of America
2
Bank of America
North Carolina
$24.6M
3
Jane Street
3
Jane Street
New York
$10.3M
4
Wells Fargo
4
Wells Fargo
California
$16.7M
5
UBS Group
5
UBS Group
Switzerland
$5.65M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
101
Pinnacle Wealth Management Group
Michigan
$363K 16,368 -38,451 -70%
PA
102
Parallel Advisors
California
$361K 16,301 +16,301 New
WA
103
WealthTrust Axiom
Pennsylvania
$353K 15,950 -2,250 -12%
VA
104
Valmark Advisers
Ohio
$353K 15,941 +4,440 +39%
EH
105
Equitable Holdings
New York
$346K 15,602 -10,867 -41%
BCA
106
Bay Colony Advisors
Massachusetts
$344K 15,529 -3,616 -19%
CPA
107
Court Place Advisors
Maryland
$342K 15,448 -2,991 -16%
RSWM
108
Robertson Stephens Wealth Management
California
$339K 15,304 -92 -0.6%
SWP
109
Stratos Wealth Partners
Ohio
$331K 14,943 -4,470 -23%
LWM
110
LJI Wealth Management
Indiana
$329K 14,856 -1,550 -9%
CWM
111
Cornerstone Wealth Management
Missouri
$324K 14,603 +339 +2%
VWM
112
Venturi Wealth Management
Texas
$308K 13,885 -1,691 -11%
BRWA
113
B. Riley Wealth Advisors
Florida
$306K 13,795 +210 +2%
SAM
114
Secure Asset Management
Michigan
$303K 13,669 -8,088 -37%
CFGS
115
Concourse Financial Group Securities
Alabama
$293K 13,240 -1,126 -8%
IAN
116
Integrated Advisors Network
Texas
$292K 13,181 +13,181 New
FFN
117
Focus Financial Network
Minnesota
$287K 12,971 +109 +0.8%
FOFP
118
Fee-Only Financial Planning
South Carolina
$284K 12,815 – –
MHR
119
Matthew Hamilton Rosenberg
$277K 12,482 +1 +0%
Northern Trust
120
Northern Trust
Illinois
$268K 12,111 -122,889 -91%
FT
121
Fiduciary Trust
Massachusetts
$266K 12,010 – –
EWA
122
Exencial Wealth Advisors
Oklahoma
$250K 11,286 +26 +0.2%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$249K 11,244 +11,244 New
JWCA
124
J.W. Cole Advisors
Florida
$244K 11,009 -2,282 -17%
HWA
125
Heartwood Wealth Advisors
Virginia
$227K 10,228 – –
3 4
5
6 7