We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF
FENY

209 hedge funds and large institutions have $784M invested in Fidelity MSCI Energy Index ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $512K

62% more capital invested

Capital invested by funds: $483M → $784M (+$301M)

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

10.33% more ownership

Funds ownership: 32.82% → 43.15% (+10%)

6% more funds holding

Funds holding: 198 → 209 (+11)

4% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 71

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
34
Increased
74
Reduced
71
Closed
22
Calls
$1.02M
Puts
$512K
Net Calls
+$512K
Net Calls Change
-$1.45M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$205M
2
Charles Schwab
Charles Schwab
California
+$61.8M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.81M
4
TI
Tidal Investments
Wisconsin
+$1.75M
5
Goldman Sachs
Goldman Sachs
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$18.4M
2
Morgan Stanley
Morgan Stanley
New York
-$7.82M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.24M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.94M
5
WA
Win Advisors
Florida
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
126
Lincoln National Corp
Pennsylvania
$307K -$265K -11,262 -49%
EWA
127
Exencial Wealth Advisors
Oklahoma
$304K – – –
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$300K +$273K +11,582 New
MHR
129
Matthew Hamilton Rosenberg
$297K – – –
FFN
130
Focus Financial Network
Minnesota
$290K -$2.45K -104 -0.9%
LA
131
Lifeworks Advisors
Michigan
$287K +$38.2K +1,624 +17%
SMAM
132
Sugar Maple Asset Management
Wisconsin
$283K +$258K +10,941 New
TIA
133
Traphagen Investment Advisors
New Jersey
$278K +$777 +33 +0.3%
HWA
134
Heartwood Wealth Advisors
Virginia
$277K +$11.7K +495 +5%
SM
135
Sweeney & Michel
California
$258K +$235K +10,000 New
CASC
136
Coppell Advisory Solutions Corp
Texas
$252K +$229K +9,734 New
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$246K +$166K +7,037 +284%
AFA
138
AA Financial Advisors
Ohio
$245K +$9.94K +422 +5%
CFS
139
CRA Financial Services
New Jersey
$244K – – –
Brown Advisory
140
Brown Advisory
Maryland
$238K +$216K +9,195 New
WDG
141
Wealth Dimensions Group
Ohio
$233K +$212K +9,012 New
PG
142
Prostatis Group
Maryland
$227K +$207K +8,775 New
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$224K -$88.2K -3,748 -30%
HWA
144
Hilltop Wealth Advisors
North Carolina
$217K -$12.5K -531 -6%
IAG
145
Investmark Advisory Group
Connecticut
$215K +$196K +8,319 New
MWM
146
Mission Wealth Management
California
$207K +$188K +8,003 New
OCM
147
One Capital Management
California
$206K -$98.7K -4,192 -34%
GWM
148
Geneos Wealth Management
Colorado
$194K +$175K +7,435 +11,438%
CAM
149
Creekmur Asset Management
Illinois
$174K -$111K -4,735 -41%
CFD
150
Creative Financial Designs
Indiana
$164K -$56.4K -2,394 -27%
4 5
6
7 8

FENY Hedge Fund Activity: Q1 2024 in Review

209 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2024, worth a combined $784M — up 62% from $483M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FENY positions and 22 closed out — a net gain of 12 holders — while 74 added to existing stakes and 71 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $205M. The largest seller was Bank of America, cutting an estimated $18.4M.

  • 209 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2024, up from 198 in Q4 2023.
  • Funds reported $784M of Fidelity MSCI Energy Index ETF stock for Q1 2024, up 62% quarter-over-quarter.
  • 34 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2024 and 22 closed out, a net change of +12 holders.
  • The largest Fidelity MSCI Energy Index ETF buyer in Q1 2024 was Fidelity Investments, an estimated $205M added.
  • The largest Fidelity MSCI Energy Index ETF seller in Q1 2024 was Bank of America, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2024.