FENY icon

Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$13.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.63M
4
TW
4
Transform Wealth
Colorado
$3.77M
5
FIM
5
Freedom Investment Management
Connecticut
$2.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KAS
2
Kestra Advisory Services
Texas
$13.9M
3
Lido Advisors
3
Lido Advisors
California
$34.5M
4
Charles Schwab
4
Charles Schwab
California
$112M
5
Wells Fargo
5
Wells Fargo
California
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Clearstead Advisors
Ohio
$285K +$142K +5,715 +100%
EWA
127
Exencial Wealth Advisors
Oklahoma
$280K -$648 -26 -0.2%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$273K -$7.47K -300 -3%
TIA
129
Traphagen Investment Advisors
New Jersey
$266K +$266K +10,684 New
JWCA
130
J.W. Cole Advisors
Florida
$266K -$8.69K -349 -3%
HWA
131
Heartwood Wealth Advisors
Virginia
$255K – – –
VF
132
VitalStone Financial
Texas
$237K +$237K +10,293 New
BWM
133
Birchcreek Wealth Management
Ohio
$236K -$247K -9,909 -51%
CFS
134
CRA Financial Services
New Jersey
$230K – – –
HWA
135
Hilltop Wealth Advisors
North Carolina
$222K +$222K +8,923 New
CFD
136
Creative Financial Designs
Indiana
$221K +$98.6K +3,957 +81%
SAM
137
Secure Asset Management
Michigan
$214K -$127K -5,083 -37%
AP
138
Advisors Preferred
Maryland
$161K +$161K +6,608 New
SWM
139
Spire Wealth Management
Virginia
$155K – – –
HI
140
Harbour Investments
Wisconsin
$143K – – –
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$109K – – –
Comerica Bank
142
Comerica Bank
Texas
$106K +$106K +4,273 New
BCA
143
Bray Capital Advisors
Florida
$97.6K – – –
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$74K +$73.9K +2,950 +59,000%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$65.2K +$3.76K +151 +6%
IA
146
IFP Advisors
Florida
$62.1K +$25.1K +1,007 +68%
CG
147
Cutler Group
California
$58K +$58K +2,363 New
Franklin Resources
148
Franklin Resources
California
$49.1K – – –
PFA
149
Pathway Financial Advisers
Indiana
$46.2K +$46.2K +1,856 New
SHIM
150
Stone House Investment Management
Pennsylvania
$42.8K -$201K -8,052 -82%
4 5
6
7 8