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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

148 hedge funds and large institutions have $315M invested in Fidelity MSCI Energy Index ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
148
Holders Change
+24
Holders Change %
+19.35%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
52
Reduced
38
Closed
11
Calls
$241K
Puts
$648K
Net Calls
-$407K
Net Calls Change
-$1.38M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$12.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.68M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.5M
4
KAS
4
Kestra Advisory Services
Texas
$8.82M
5
Prudential Financial
5
Prudential Financial
New Jersey
$3.79M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$28.9M
2
SSW
2
Smith Shellnut Wilson
Mississippi
$302K
3
Citadel Advisors
3
Citadel Advisors
Florida
$629K
4
PVH
4
Psagot Value Holdings
Israel
$432K
5
HWA
5
Hilltop Wealth Advisors
North Carolina
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$11K – – –
TCM
127
Tradewinds Capital Management
Washington
$9K +$78 +5 +0.9%
US Bancorp
128
US Bancorp
Minnesota
$8K -$6.25K -400 -44%
PP
129
PFS Partners
New Jersey
$7.82K +$7.82K +515 New
NFG
130
Next Financial Group
Texas
$6K +$6K +371 New
EW
131
Element Wealth
Mississippi
$5K +$49 +3 +1%
HR
132
Howe & Rusling
New York
$5K +$5K +300 New
FF
133
FourThought Financial
Florida
$4K – – –
EWA
134
EverSource Wealth Advisors
Alabama
$4K +$4K +237 New
SSB
135
Sandy Spring Bank
Maryland
$4K +$4K +241 New
WFS
136
Widmann Financial Services
Maryland
$4K +$4K +290 New
BHWM
137
Beaird Harris Wealth Management
Texas
$3K +$3K +166 New
CA
138
CoreCap Advisors
Michigan
$3K +$3K +219 New
Koshinski Asset Management
139
Koshinski Asset Management
Illinois
$2.35K – – –
LWA
140
Lowe Wealth Advisors
Maryland
$2K – – –
Simplex Trading
141
Simplex Trading
Illinois
$2K +$2K +182 New
LPWM
142
Lake Point Wealth Management
Texas
$1K +$13 +1 +1%
CWP
143
Concord Wealth Partners
Virginia
$1K +$1K +75 New
SFCL
144
Strengthening Families & Communities LLC
Massachusetts
$166 +$166 +407 New
TCWA
145
Ten Capital Wealth Advisors
Washington
– -$39K -2,741 Closed
GRP
146
Global Retirement Partners
California
– -$36K -2,490 Closed
GWMIA
147
Global Wealth Management Investment Advisory
Florida
– -$24K -1,680 Closed
TWA
148
TCI Wealth Advisors
Arizona
– -$10K -716 Closed
JAWM
149
J. Arnold Wealth Management
Ohio
– -$10K -676 Closed
AWA
150
Arkadios Wealth Advisors
Georgia
– -$7K -500 Closed
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6
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