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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

175 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
80
Reduced
45
Closed
16
Calls
$1.4M
Puts
$336K
Net Calls
+$1.07M
Net Calls Change
-$858K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$42.2M
2
Lido Advisors
2
Lido Advisors
California
$24.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.1M
4
FTS
4
Fifth Third Securities
Ohio
$2.34M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.81M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$53.2M
2
CW
2
Connectus Wealth
Ohio
$1.08M
3
PCS
3
Personal CFO Solutions
New Jersey
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$20.5M
5
VC
5
Vicus Capital
Pennsylvania
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
151
ACG Wealth
Georgia
$28K +$28K +1,419 New
FWM
152
Focused Wealth Management
New York
$21K +$39 +2 +0.2%
HPC
153
HM Payson & Co
Maine
$19K – – –
MCC
154
Money Concepts Capital
Florida
$19K – – –
FCMT
155
Founders Capital Management (Texas)
Texas
$14K +$14K +738 New
AIC
156
Archer Investment Corporation
Indiana
$11.1K – – –
TCM
157
Tradewinds Capital Management
Washington
$11K +$112 +6 +1%
SFCL
158
Strengthening Families & Communities LLC
Massachusetts
$9K – – –
AA
159
Addison Advisors
Vermont
$7K – – –
HR
160
Howe & Rusling
New York
$6K – – –
EW
161
Element Wealth
Mississippi
$6K +$76 +4 +1%
SSB
162
Sandy Spring Bank
Maryland
$5K – – –
HI
163
Hoey Investments
Pennsylvania
$5K +$39 +2 +0.8%
PP
164
PFS Partners
New Jersey
$4.44K +$39 +2 +0.9%
BFPW
165
BOK Financial Private Wealth
Colorado
$4K +$4K +191 New
HIA
166
Harbor Investment Advisory
Maryland
$3K +$3K +179 New
LWA
167
Lowe Wealth Advisors
Maryland
$2K – – –
CTC
168
Central Trust Company
Missouri
$2K +$2K +85 New
LPWM
169
Lake Point Wealth Management
Texas
$1K – – –
First Manhattan
170
First Manhattan
New York
$1K – – –
CWP
171
Concord Wealth Partners
Virginia
$1K +$13 +1 +1%
GI
172
Gradient Investments
Minnesota
$1K +$1K +48 New
PCS
173
Personal CFO Solutions
New Jersey
– -$5.32M -253,850 Closed
EAM
174
Empirical Asset Management
Massachusetts
– -$746K -35,637 Closed
BPA
175
Beacon Pointe Advisors
California
– -$627K -29,931 Closed
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