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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

162 hedge funds and large institutions have $413M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
49
Reduced
74
Closed
21
Calls
$2.69M
Puts
–
Net Calls
+$2.69M
Net Calls Change
+$1.62M

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.17M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$5.86M
3
KAS
3
Kestra Advisory Services
Texas
$7.25M
4
AWM
4
AE Wealth Management
Kansas
$5.46M
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$4.22M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.32M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
3
Charles Schwab
3
Charles Schwab
California
$50.9M
4
SHIM
4
Stone House Investment Management
Pennsylvania
$296K
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
151
Element Wealth
Mississippi
$6K +$57 +3 +1%
FA
152
Fortis Advisors
Pennsylvania
$5K -$165K -7,990 -97%
PP
153
PFS Partners
New Jersey
$4.59K +$40 +2 +0.9%
JPMorgan Chase & Co
154
JPMorgan Chase & Co
New York
$4K -$187K -8,330 -98%
HIA
155
Harbor Investment Advisory
Maryland
$4K – – –
BFPW
156
BOK Financial Private Wealth
Colorado
$4K – – –
SSB
157
Sandy Spring Bank
Maryland
$3K -$2.68K -116 -47%
BHWM
158
Beaird Harris Wealth Management
Texas
$3K +$3K +171 New
LWA
159
Lowe Wealth Advisors
Maryland
$2K – – –
BLC
160
Brown, Lisle/Cummings
Rhode Island
$1.29K +$1.29K +65 New
SWM
161
Sugarloaf Wealth Management
Georgia
$1K – – –
CW
162
CreativeOne Wealth
Kansas
– -$1.69M -87,067 Closed
ACM
163
Absolute Capital Management
Pennsylvania
– -$719K -37,050 Closed
BWM
164
BNC Wealth Management
Oregon
– -$440K -22,676 Closed
Ameriprise
165
Ameriprise
Minnesota
– -$387K -19,965 Closed
BCM
166
Beaumont Capital Management
Massachusetts
– -$368K -18,984 Closed
RJA
167
Raymond James & Associates
Florida
– -$331K -17,060 Closed
CCA
168
Childress Capital Advisors
Texas
– -$288K -14,870 Closed
HT
169
HAP Trading
New York
– -$272K -14,037 Closed
TSS
170
Two Sigma Securities
New York
– -$217K -11,170 Closed
MWM
171
Modera Wealth Management
New Jersey
– -$207K -10,646 Closed
Simplex Trading
172
Simplex Trading
Illinois
– -$120K -6,224 Closed
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
– -$48K -2,487 Closed
AP
174
Advisors Preferred
Maryland
– -$40K -2,062 Closed
AW
175
ACG Wealth
Georgia
– -$28K -1,419 Closed
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