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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$13.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.63M
4
TW
4
Transform Wealth
Colorado
$3.77M
5
FIM
5
Freedom Investment Management
Connecticut
$2.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KAS
2
Kestra Advisory Services
Texas
$13.9M
3
Lido Advisors
3
Lido Advisors
California
$34.5M
4
Charles Schwab
4
Charles Schwab
California
$112M
5
Wells Fargo
5
Wells Fargo
California
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
101
Brinker Capital Investments
Pennsylvania
$483K 19,382 +69 +0.4%
COCM
102
Charter Oak Capital Management
New Hampshire
$480K 19,287 -1,453 -7%
TA
103
TrueWealth Advisors
Alabama
$448K 17,973 -5,050 -22%
BCM
104
Brookstone Capital Management
Illinois
$441K 17,467 -3,260 -16%
VA
105
Valmark Advisers
Ohio
$414K 16,636 +695 +4%
MA
106
Mutual Advisors
Nebraska
$406K 16,310 -2,799 -15%
PA
107
Parallel Advisors
California
$406K 16,301 – –
EH
108
Equitable Holdings
New York
$402K 16,148 +546 +3%
LWM
109
LJI Wealth Management
Indiana
$396K 15,890 +1,034 +7%
CA
110
Cetera Advisors
Colorado
$392K 15,742 +15,742 New
WA
111
WealthTrust Axiom
Pennsylvania
$385K 15,450 -500 -3%
RSWM
112
Robertson Stephens Wealth Management
California
$381K 15,304 – –
CPA
113
Court Place Advisors
Maryland
$378K 15,169 -279 -2%
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$373K 14,960 +14,960 New
BCA
115
Bay Colony Advisors
Massachusetts
$363K 14,566 -963 -6%
OCM
116
One Capital Management
California
$359K 14,401 -3,697 -20%
SWP
117
Stratos Wealth Partners
Ohio
$358K 14,375 -568 -4%
BRWA
118
B. Riley Wealth Advisors
Florida
$344K 13,819 +24 +0.2%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$338K 13,584 +13,584 New
CFGS
120
Concourse Financial Group Securities
Alabama
$332K 13,324 +84 +0.6%
FFN
121
Focus Financial Network
Minnesota
$324K 13,006 +35 +0.3%
FOFP
122
Fee-Only Financial Planning
South Carolina
$319K 12,815 – –
MHR
123
Matthew Hamilton Rosenberg
$311K 12,482 – –
Northern Trust
124
Northern Trust
Illinois
$302K 12,111 – –
FT
125
Fiduciary Trust
Massachusetts
$299K 12,010 – –
3 4
5
6 7