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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $435M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
73
Reduced
66
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$17.6M
2
Wells Fargo
2
Wells Fargo
California
$12.5M
3
Jane Street
3
Jane Street
New York
$5.06M
4
HF
4
HRT Financial
New York
$2.55M
5
Lido Advisors
5
Lido Advisors
California
$33.2M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$749K
2
AWM
2
AE Wealth Management
Kansas
$6.38M
3
IA
3
IFP Advisors
Florida
$47.1K
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
Charles Schwab
5
Charles Schwab
California
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
126
Amplius Wealth Advisors
Pennsylvania
$274K 12,204 +250 +2%
FT
127
Fiduciary Trust
Massachusetts
$270K 12,010 +2,030 +20%
VA
128
Valmark Advisers
Ohio
$258K 11,501 +11,501 New
EWA
129
Exencial Wealth Advisors
Oklahoma
$253K 11,260 – –
FTUS
130
Flow Traders U.S.
New York
$236K 10,509 +10,509 New
BJL
131
Brighton Jones LLC
Washington
$230K 10,253 -133 -1%
HWA
132
Heartwood Wealth Advisors
Virginia
$230K 10,228 – –
HI
133
Harbour Investments
Wisconsin
$225K 10,033 -3,050 -23%
CAC
134
Certified Advisory Corp
Florida
$224K 10,001 +339 +4%
SHIM
135
Stone House Investment Management
Pennsylvania
$215K 9,595 -11,900 -55%
CFS
136
CRA Financial Services
New Jersey
$203K 9,050 – –
HWA
137
Hilltop Wealth Advisors
North Carolina
$200K 8,923 – –
SWM
138
Spire Wealth Management
Virginia
$170K 7,569 -2,188 -22%
Simplex Trading
139
Simplex Trading
Illinois
$146K 6,515 +670 +11%
CA
140
Clearstead Advisors
Ohio
$131K 5,838 +123 +2%
CFD
141
Creative Financial Designs
Indiana
$102K 4,556 +1,281 +39%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$98.6K 4,394 – –
BCA
143
Bray Capital Advisors
Florida
$88K 3,920 – –
LTI
144
Laffer Tengler Investments
Tennessee
$75.7K 3,374 +3,374 New
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$73.1K 3,259 +3,259 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$60.4K 2,692 -1,168 -30%
MWM
147
Mascoma Wealth Management
New Hampshire
$47.8K 2,080 – –
IA
148
IFP Advisors
Florida
$47.1K 2,251 -149,583 -99%
Franklin Resources
149
Franklin Resources
California
$44.3K 1,973 – –
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$43.3K 1,927,715 -21,323 -1%
4 5
6
7 8