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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
173
Holders Change
-16
Holders Change %
-8.47%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
28
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$102M
2
Bank of America
2
Bank of America
North Carolina
$24.6M
3
Jane Street
3
Jane Street
New York
$10.3M
4
Wells Fargo
4
Wells Fargo
California
$16.7M
5
UBS Group
5
UBS Group
Switzerland
$5.65M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SHIM
126
Stone House Investment Management
Pennsylvania
$217K 9,771 +176 +2%
CFS
127
CRA Financial Services
New Jersey
$205K 9,250 +200 +2%
SWM
128
Spire Wealth Management
Virginia
$138K 6,228 -1,341 -18%
HI
129
Harbour Investments
Wisconsin
$127K 5,734 -4,299 -43%
CA
130
Clearstead Advisors
Ohio
$127K 5,715 -123 -2%
CFD
131
Creative Financial Designs
Indiana
$109K 4,912 +356 +8%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$97.4K 4,394 – –
BCA
133
Bray Capital Advisors
Florida
$86.9K 3,920 – –
PG
134
Prostatis Group
Maryland
$74.2K 74,192 +74,192 New
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$54.7K 2,467 -225 -8%
Franklin Resources
136
Franklin Resources
California
$43.7K 1,973 – –
GRP
137
Global Retirement Partners
California
$35.7K 1,613 -29 -2%
IA
138
IFP Advisors
Florida
$32.9K 1,484 -767 -34%
BC
139
Belmont Capital
California
$25.5K 1,151 +1,151 New
BAAM
140
Baker Avenue Asset Management
California
$22.2K 1,000 – –
HPC
141
HM Payson & Co
Maine
$22.2K 1,000 – –
FWM
142
Focused Wealth Management
New York
$22.1K 996 +2 +0.2%
FCMT
143
Founders Capital Management (Texas)
Texas
$16.4K 738 – –
LTI
144
Laffer Tengler Investments
Tennessee
$14.4K 650 -2,724 -81%
TCM
145
Tradewinds Capital Management
Washington
$13.6K 612 +6 +1%
AIC
146
Archer Investment Corporation
Indiana
$12.7K 574 – –
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$12.1K 546 +48 +10%
NFSG
148
Newbridge Financial Services Group
Florida
$10.7K 484 -482 -50%
SFCL
149
Strengthening Families & Communities LLC
Massachusetts
$10K 430 +3 +0.7%
Simplex Trading
150
Simplex Trading
Illinois
$9K 425 -6,090 -93%
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6
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