Fidelity MSCI Energy Index ETF
FENY
170 hedge funds and large institutions have $426M invested in Fidelity MSCI Energy Index ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 16 closing their positions.
837% more call options, than puts
Call options by funds: $2.15M | Put options by funds: $230K
138% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 16
35% more capital invested
Capital invested by funds: $315M → $426M (+$111M)
29% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 49
14% more funds holding
Funds holding: 149 → 170 (+21)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.68% less ownership
Funds ownership: 30.63% → 28.94% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12.7M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.68M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$6.58M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.47M |
| 5 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$4.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$30.2M |
| 2 |
HWA
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
-$14.8M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$7.56M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$4.35M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.26M |
FENY Hedge Fund Activity: Q1 2022 in Review
170 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2022, worth a combined $426M — up 35% from $315M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new FENY positions and 16 closed out — a net gain of 22 holders — while 63 added to existing stakes and 49 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $12.7M. The largest seller was Brookstone Capital Management, cutting an estimated $30.2M.
- 170 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2022, up from 149 in Q4 2021.
- Funds reported $426M of Fidelity MSCI Energy Index ETF stock for Q1 2022, up 35% quarter-over-quarter.
- 38 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2022 and 16 closed out, a net change of +22 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q1 2022 was Commonwealth Equity Services, an estimated $12.7M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q1 2022 was Brookstone Capital Management, an estimated $30.2M sold.
Based on aggregated 13F filings for Q1 2022.