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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

202 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$5.22M
2
PAG
2
Private Advisor Group
New Jersey
$5.44M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.6M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.98M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.63M
2
Bank of America
2
Bank of America
North Carolina
$3.31M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$535K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
101
Axiom Advisory
California
$489K 19,131 +19,131 New
Cerity Partners
102
Cerity Partners
New York
$482K 19,201 -36 -0.2%
AWM
103
Able Wealth Management
New Jersey
$473K 18,866 -1,013 -5%
VWA
104
Visionary Wealth Advisors
Illinois
$464K 18,487 +18,487 New
CPL
105
CAP Partners LLC
Tennessee
$447K 17,835 -6,205 -26%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$436K 17,373 +4,974 +40%
HI
107
Harbour Investments
Wisconsin
$429K 17,115 -264 -2%
PA
108
Parallel Advisors
California
$409K 16,301 – –
Citigroup
109
Citigroup
New York
$389K 15,489 +9,709 +168%
LWM
110
LJI Wealth Management
Indiana
$384K 15,310 – –
COCM
111
Charter Oak Capital Management
New Hampshire
$373K 14,874 +24 +0.2%
BCA
112
Bay Colony Advisors
Massachusetts
$373K 14,852 +135 +0.9%
CPA
113
Court Place Advisors
Maryland
$367K 14,642 +1,478 +11%
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$365K 14,556 +520 +4%
BCM
115
Brookstone Capital Management
Illinois
$352K 13,689 -771 -5%
MSWM
116
Mowery & Schoenfeld Wealth Management
Illinois
$344K 13,700 +9,134 +200%
CFGS
117
Concourse Financial Group Securities
Alabama
$342K 13,618 +96 +0.7%
FOFP
118
Fee-Only Financial Planning
South Carolina
$322K 12,815 – –
WA
119
WealthTrust Axiom
Pennsylvania
$319K 12,700 -1,000 -7%
FT
120
Fiduciary Trust
Massachusetts
$301K 12,010 – –
TA
121
TrueWealth Advisors
Alabama
$298K 11,886 -2,035 -15%
EWA
122
Exencial Wealth Advisors
Oklahoma
$295K 11,765 – –
FFN
123
Focus Financial Network
Minnesota
$291K 11,323 +39 +0.3%
MHR
124
Matthew Hamilton Rosenberg
$286K 11,394 – –
CWM
125
Congress Wealth Management
Massachusetts
$285K 11,344 +11,344 New
3 4
5
6 7