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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

198 hedge funds and large institutions have $483M invested in Fidelity MSCI Energy Index ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+9
Holders Change %
+4.76%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
65
Reduced
77
Closed
24
Calls
$2.03M
Puts
$69K
Net Calls
+$1.96M
Net Calls Change
-$1.05M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$17.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$12M
3
Lido Advisors
3
Lido Advisors
California
$37M
4
AWM
4
AE Wealth Management
Kansas
$13.8M
5
IA
5
IFP Advisors
Florida
$4.19M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$52.5M
2
VC
2
Vicus Capital
Pennsylvania
$721K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.4M
5
SPC
5
Sigma Planning Corp
Michigan
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Creekmur Asset Management
Illinois
$264K +$264K +11,478 New
MA
127
Mutual Advisors
Nebraska
$263K -$112K -4,874 -30%
MHR
128
Matthew Hamilton Rosenberg
$263K -$25.1K -1,088 -9%
FFN
129
Focus Financial Network
Minnesota
$262K -$37.3K -1,618 -12%
TIA
130
Traphagen Investment Advisors
New Jersey
$247K +$668 +29 +0.3%
OWMIAS
131
One Wealth Management Investment & Advisory Services
Florida
$243K +$243K +10,533 New
HWA
132
Heartwood Wealth Advisors
Virginia
$236K – – –
LA
133
Lifeworks Advisors
Michigan
$218K +$218K +9,460 New
CFS
134
CRA Financial Services
New Jersey
$218K +$4.61K +200 +2%
TC
135
TownSquare Capital
Utah
$215K +$215K +9,314 New
TI
136
Trexquant Investment
Connecticut
$213K +$213K +9,235 New
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$210K +$210K +9,109 New
AFA
138
AA Financial Advisors
Ohio
$208K +$208K +9,047 New
HWA
139
Hilltop Wealth Advisors
North Carolina
$206K – – –
CFD
140
Creative Financial Designs
Indiana
$201K -$3.02K -131 -1%
CA
141
Clearstead Advisors
Ohio
$132K -$132K -5,715 -50%
SWM
142
Spire Wealth Management
Virginia
$131K -$5.95K -270 -4%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$105K +$3.69K +160 +4%
BCA
144
Bray Capital Advisors
Florida
$90.3K – – –
LIWM
145
Long Island Wealth Management
New York
$85K +$85K +3,685 New
Comerica Bank
146
Comerica Bank
Texas
$83.7K -$14.7K -639 -15%
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.3K +$62.3K +2,500 New
Citigroup
148
Citigroup
New York
$61.3K +$61K +2,649 +26,490%
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$57K -$288K -12,486 -83%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$57K -$11.3K -488 -17%
4 5
6
7 8