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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $505M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
41
Increased
66
Reduced
60
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$4.77M
3
AWM
3
AE Wealth Management
Kansas
$10.7M
4
DFG
4
Demars Financial Group
Washington
$4.61M
5
Ameriprise
5
Ameriprise
Minnesota
$3.39M

Top Sellers

1
Jane Street
1
Jane Street
New York
$410K
2
Charles Schwab
2
Charles Schwab
California
$54.3M
3
TRCT
3
Tower Research Capital (TRC)
New York
$26K
4
KAS
4
Kestra Advisory Services
Texas
$5.67M
5
WQ
5
Wealth Quarterback
New Jersey
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
126
Brighton Jones LLC
Washington
$248K +$248K +10,386 New
HWA
127
Heartwood Wealth Advisors
Virginia
$244K -$51.6K -2,163 -17%
CWM
128
Centurion Wealth Management
Virginia
$241K +$241K +10,119 New
SWM
129
Selective Wealth Management
Virginia
$240K +$240K +9,750 New
IAN
130
Integrated Advisors Network
Texas
$240K +$240K +10,067 New
FT
131
Fiduciary Trust
Massachusetts
$238K +$238K +9,980 New
SWM
132
Spire Wealth Management
Virginia
$233K -$2.08K -87 -0.9%
CAC
133
Certified Advisory Corp
Florida
$230K +$230K +9,662 New
FIM
134
Freedom Investment Management
Connecticut
$218K -$85.2K -3,575 -28%
CFS
135
CRA Financial Services
New Jersey
$216K +$216K +9,050 New
HWA
136
Hilltop Wealth Advisors
North Carolina
$213K +$213K +8,923 New
SGI
137
Summit Global Investments
Utah
$211K +$211K +8,853 New
AWM
138
Axxcess Wealth Management
California
$203K +$203K +8,505 New
BFPW
139
BOK Financial Private Wealth
Colorado
$163K +$158K +6,629 +3,471%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$151K +$22.7K +959 +18%
Simplex Trading
141
Simplex Trading
Illinois
$139K +$139K +5,845 New
CA
142
Clearstead Advisors
Ohio
$136K – – –
CS
143
Comerica Securities
Michigan
$109K +$109K +4,574 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$105K – – –
BCA
145
Bray Capital Advisors
Florida
$93.5K -$4.29K -180 -4%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$92K – – –
CFD
147
Creative Financial Designs
Indiana
$78.1K +$143 +6 +0.2%
SPIA
148
Steward Partners Investment Advisory
New York
$51.9K +$1.12K +47 +2%
MWM
149
Mascoma Wealth Management
New Hampshire
$49.6K – – –
Franklin Resources
150
Franklin Resources
California
$47K – – –
4 5
6
7 8