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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

202 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$5.22M
2
PAG
2
Private Advisor Group
New Jersey
$5.44M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.6M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.98M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.63M
2
Bank of America
2
Bank of America
North Carolina
$3.31M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$535K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
126
Heartwood Wealth Advisors
Virginia
$269K – – –
AFA
127
AA Financial Advisors
Ohio
$260K +$22.8K +909 +10%
SM
128
Sweeney & Michel
California
$252K +$7.34K +300 +3%
CFS
129
CRA Financial Services
New Jersey
$237K – – –
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$233K -$57.2K -2,279 -20%
MWM
131
Mission Wealth Management
California
$233K +$31.8K +1,266 +16%
Brown Advisory
132
Brown Advisory
Maryland
$231K – – –
TIA
133
Traphagen Investment Advisors
New Jersey
$228K -$41.8K -1,666 -16%
IAG
134
Investmark Advisory Group
Connecticut
$223K +$14.3K +568 +7%
SMAM
135
Sugar Maple Asset Management
Wisconsin
$223K -$52K -2,072 -19%
CAS
136
Coppell Advisory Solutions
Texas
$211K +$211K +8,398 New
HWA
137
Hilltop Wealth Advisors
North Carolina
$211K – – –
IW
138
Instrumental Wealth
Florida
$204K +$204K +8,069 New
GWM
139
Geneos Wealth Management
Colorado
$188K – – –
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$155K +$36.7K +1,466 +31%
CFD
141
Creative Financial Designs
Indiana
$146K -$13.1K -523 -8%
CA
142
Clearstead Advisors
Ohio
$143K – – –
ANBT
143
American National Bank & Trust
Texas
$130K +$72.3K +2,880 +125%
NS
144
NBC Securities
Alabama
$114K +$84.8K +3,390 +290%
Comerica Bank
145
Comerica Bank
Texas
$96.8K -$3.09K -123 -3%
BCA
146
Bray Capital Advisors
Florida
$89.6K -$8.68K -346 -9%
Franklin Resources
147
Franklin Resources
California
$84.3K +$34.8K +1,388 +70%
BWP
148
Baldwin Wealth Partners
Massachusetts
$70.8K +$70.8K +2,820 New
BCMLT
149
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.7K – – –
Jones Financial Companies
150
Jones Financial Companies
Missouri
$62K +$55.6K +2,216 +872%
4 5
6
7 8