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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

169 hedge funds and large institutions have $425M invested in Fidelity MSCI Energy Index ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+21
Holders Change %
+14.19%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
62
Reduced
49
Closed
16
Calls
$2.16M
Puts
$230K
Net Calls
+$1.93M
Net Calls Change
+$2.33M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$39M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$19.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.1M
4
PCS
4
Personal CFO Solutions
New Jersey
$5.32M
5
CW
5
Connectus Wealth
Ohio
$5.31M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$2.55M
2
HWA
2
Hilltop Wealth Advisors
North Carolina
$232K
3
KAS
3
Kestra Advisory Services
Texas
$3.76M
4
Charles Schwab
4
Charles Schwab
California
$65.2M
5
Bank of America
5
Bank of America
North Carolina
$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$150K +$28.2K +1,350 +23%
AP
127
Advisors Preferred
Maryland
$148K +$82.2K +3,877 +125%
GRP
128
Global Retirement Partners
California
$137K +$137K +6,013 New
COCM
129
Charter Oak Capital Management
New Hampshire
$128K +$2.38K +114 +2%
CA
130
Clearstead Advisors
Ohio
$120K – – –
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$116K +$116K +5,513 New
BCA
132
Bray Capital Advisors
Florida
$86K -$2.2K -105 -2%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$81K – – –
GWM
134
Geneos Wealth Management
Colorado
$75K -$180K -8,632 -71%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$74K – – –
EIP
136
Ellis Investment Partners
Pennsylvania
$74K +$56.6K +2,729 +324%
Simplex Trading
137
Simplex Trading
Illinois
$72K +$68.2K +3,278 +1,801%
CFD
138
Creative Financial Designs
Indiana
$70K +$63 +3 +0.1%
MWM
139
Mascoma Wealth Management
New Hampshire
$44K – – –
Franklin Resources
140
Franklin Resources
California
$41K – – –
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$39K +$2.87K +137 +8%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$39K +$23.2K +1,100 +147%
FWM
143
Focused Wealth Management
New York
$23K – – –
HPC
144
HM Payson & Co
Maine
$21K +$21K +1,000 New
MCC
145
Money Concepts Capital
Florida
$20K – – –
AIC
146
Archer Investment Corporation
Indiana
$12K +$12K +574 New
TCM
147
Tradewinds Capital Management
Washington
$12K +$103 +5 +0.9%
US Bancorp
148
US Bancorp
Minnesota
$11K – – –
SFCL
149
Strengthening Families & Communities LLC
Massachusetts
$9K +$66 +3 +0.7%
RFWA
150
RPg Family Wealth Advisory
Massachusetts
$7.29K +$7.29K +348 New
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6
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