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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
20
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$16.8M
2
PWA
2
Primoris Wealth Advisors
Florida
$2.79M
3
PG
3
Prostatis Group
Maryland
$2.29M
4
NA
4
NewEdge Advisors
Louisiana
$6.13M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$1.54M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$134M
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$296K
5
LG
5
Leuthold Group
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
Exencial Wealth Advisors
Oklahoma
$283K – – –
SM
127
Sweeney & Michel
California
$282K +$27.2K +1,100 +11%
FFN
128
Focus Financial Network
Minnesota
$276K +$3.11K +129 +1%
MHR
129
Matthew Hamilton Rosenberg
$274K – – –
HWA
130
Heartwood Wealth Advisors
Virginia
$258K – – –
LA
131
Lifeworks Advisors
Michigan
$254K +$254K +10,567 New
SMAM
132
Sugar Maple Asset Management
Wisconsin
$247K +$33.7K +1,400 +16%
WA
133
WealthTrust Axiom
Pennsylvania
$246K -$60.2K -2,500 -20%
IAG
134
Investmark Advisory Group
Connecticut
$237K +$23.1K +958 +11%
IWM
135
IHT Wealth Management
Illinois
$237K +$237K +9,721 New
MWM
136
Mission Wealth Management
California
$229K +$6.26K +260 +3%
SAI
137
Savvy Advisors Inc
New York
$229K +$229K +9,492 New
CFS
138
CRA Financial Services
New Jersey
$228K – – –
Brown Advisory
139
Brown Advisory
Maryland
$221K – – –
TIA
140
Traphagen Investment Advisors
New Jersey
$212K -$6.86K -285 -3%
HWA
141
Hilltop Wealth Advisors
North Carolina
$202K – – –
CAS
142
Coppell Advisory Solutions
Texas
$187K -$13.8K -577 -7%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$178K +$28.6K +1,187 +19%
NS
144
NBC Securities
Alabama
$160K +$50.5K +2,105 +46%
ANBT
145
American National Bank & Trust
Texas
$151K +$26.2K +1,087 +21%
CA
146
Clearstead Advisors
Ohio
$147K +$9.51K +395 +7%
LI
147
LRI Investments
Florida
$118K +$105K +4,027 +791%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$118K +$58.6K +2,448 +99%
CFD
149
Creative Financial Designs
Indiana
$116K -$23.9K -992 -17%
Comerica Bank
150
Comerica Bank
Texas
$96.2K +$3.35K +139 +4%
4 5
6
7 8