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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 20 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
20
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$16.8M
2
PWA
2
Primoris Wealth Advisors
Florida
$2.79M
3
PG
3
Prostatis Group
Maryland
$2.29M
4
NA
4
NewEdge Advisors
Louisiana
$6.13M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$1.54M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$134M
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$296K
5
LG
5
Leuthold Group
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
101
AA Financial Advisors
Ohio
$393K 16,321 +5,943 +57%
PA
102
Parallel Advisors
California
$393K 16,301 – –
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$392K 16,293 +1,737 +12%
MWM
104
Meridian Wealth Management
Kentucky
$378K 15,718 +15,718 New
EWS
105
Evergreen Wealth Solutions
Pennsylvania
$370K 15,350 -7,175 -32%
VWM
106
VCI Wealth Management
Missouri
$368K 15,276 -19,081 -56%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$366K 15,204 -2,169 -12%
COCM
108
Charter Oak Capital Management
New Hampshire
$366K 15,187 +313 +2%
LWM
109
LJI Wealth Management
Indiana
$365K 15,165 -145 -0.9%
EH
110
Equitable Holdings
New York
$362K 15,036 -5,714 -28%
BCA
111
Bay Colony Advisors
Massachusetts
$360K 14,932 +80 +0.5%
CPA
112
Court Place Advisors
Maryland
$358K 14,870 +228 +2%
SWP
113
Stratos Wealth Partners
Ohio
$352K 14,615 -22,660 -61%
SF
114
Summit Financial
New Jersey
$336K 13,964 +13,964 New
AI
115
Atria Investments
North Carolina
$334K 13,855 -9,102 -40%
CFGS
116
Concourse Financial Group Securities
Alabama
$331K 13,729 +111 +0.8%
BCM
117
Brookstone Capital Management
Illinois
$328K 13,628 -61 -0.4%
FOFP
118
Fee-Only Financial Planning
South Carolina
$309K 12,815 – –
TA
119
TrueWealth Advisors
Alabama
$307K 12,732 +846 +7%
IA
120
IFP Advisors
Florida
$303K 12,566 -63,007 -83%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$301K 12,229 +2,926 +31%
MML Investors Services
122
MML Investors Services
Massachusetts
$296K 12,302 -111,392 -90%
CWM
123
Congress Wealth Management
Massachusetts
$295K 12,258 +914 +8%
TSS
124
Two Sigma Securities
New York
$291K 12,092 +12,092 New
FT
125
Fiduciary Trust
Massachusetts
$289K 12,010 – –
3 4
5
6 7