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Fidelity MSCI Energy Index ETF
FENY

191 hedge funds and large institutions have $506M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,033% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $91K

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $415M → $506M (+$91.2M)

16% more funds holding

Funds holding: 164 → 191 (+27)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

0.65% more ownership

Funds ownership: 30.43% → 31.09% (+0.65%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
191
Holders Change
+27
Holders Change %
+16.46%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
42
Increased
66
Reduced
61
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.02M
2
KPWS
Kestra Private Wealth Services
Texas
+$4.15M
3
AWM
AE Wealth Management
Kansas
+$4.12M
4
DFG
Demars Financial Group
Washington
+$3.56M
5
Ameriprise
Ameriprise
Minnesota
+$3.39M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.6M
2
Charles Schwab
Charles Schwab
California
-$6.82M
3
TRCT
Tower Research Capital (TRC)
New York
-$4.87M
4
KAS
Kestra Advisory Services
Texas
-$3.03M
5
WQ
Wealth Quarterback
New Jersey
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
126
Independent Financial Group
California
$265K +$265K +11,121 New
BCM
127
Beaumont Capital Management
Massachusetts
$263K +$263K +11,011 New
BJL
128
Brighton Jones LLC
Washington
$248K +$248K +10,386 New
HWA
129
Heartwood Wealth Advisors
Virginia
$244K -$51.6K -2,163 -17%
CWM
130
Centurion Wealth Management
Virginia
$241K +$241K +10,119 New
SWM
131
Selective Wealth Management
Virginia
$240K +$233K +9,750 New
IAN
132
Integrated Advisors Network
Texas
$240K +$240K +10,067 New
FT
133
Fiduciary Trust
Massachusetts
$238K +$238K +9,980 New
SWM
134
Spire Wealth Management
Virginia
$233K -$2.08K -87 -0.9%
CAC
135
Certified Advisory Corp
Florida
$230K +$231K +9,662 New
FIM
136
Freedom Investment Management
Connecticut
$218K -$85.3K -3,575 -28%
CFS
137
CRA Financial Services
New Jersey
$216K +$216K +9,050 New
HWA
138
Hilltop Wealth Advisors
North Carolina
$213K +$213K +8,923 New
SGI
139
Summit Global Investments
Utah
$211K +$211K +8,853 New
AWM
140
Axxcess Wealth Management
California
$203K +$203K +8,505 New
BFPW
141
BOK Financial Private Wealth
Colorado
$163K +$158K +6,629 +3,471%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$151K +$22.9K +959 +18%
Simplex Trading
143
Simplex Trading
Illinois
$139K +$139K +5,845 New
CA
144
Clearstead Advisors
Ohio
$136K – – –
CS
145
Comerica Securities
Michigan
$109K +$109K +4,574 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$105K – – –
BCA
147
Bray Capital Advisors
Florida
$93.5K -$4.3K -180 -4%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$92K – – –
CFD
149
Creative Financial Designs
Indiana
$78.1K +$143 +6 +0.2%
SPIA
150
Steward Partners Investment Advisory
New York
$51.9K +$1.12K +47 +2%
4 5
6
7 8