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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $505M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
41
Increased
66
Reduced
60
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$4.77M
3
AWM
3
AE Wealth Management
Kansas
$10.7M
4
DFG
4
Demars Financial Group
Washington
$4.61M
5
Ameriprise
5
Ameriprise
Minnesota
$3.39M

Top Sellers

1
Jane Street
1
Jane Street
New York
$410K
2
Charles Schwab
2
Charles Schwab
California
$54.3M
3
TRCT
3
Tower Research Capital (TRC)
New York
$26K
4
KAS
4
Kestra Advisory Services
Texas
$5.67M
5
WQ
5
Wealth Quarterback
New Jersey
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Belpointe Asset Management
Nevada
$43.1K +$43.1K +1,806 New
GRP
152
Global Retirement Partners
California
$39.9K -$525 -22 -1%
PFA
153
Pathway Financial Advisers
Indiana
$34.2K +$34.2K +1,436 New
PO
154
Private Ocean
California
$26.5K +$24 +1 +0.1%
TRCT
155
Tower Research Capital (TRC)
New York
$26K -$4.78M -204,075 -99%
HPC
156
HM Payson & Co
Maine
$23.8K – – –
BAAM
157
Baker Avenue Asset Management
California
$23.8K +$23.8K +1,000 New
FWM
158
Focused Wealth Management
New York
$23.7K +$48 +2 +0.2%
NFSG
159
Newbridge Financial Services Group
Florida
$22.9K +$143 +6 +0.6%
FCMT
160
Founders Capital Management (Texas)
Texas
$18K – – –
US Bancorp
161
US Bancorp
Minnesota
$16.2K – – –
MCC
162
Money Concepts Capital
Florida
$15.3K +$15.3K +643 New
TCOV
163
Trust Company of Vermont
Vermont
$15K +$15K +628 New
TCM
164
Tradewinds Capital Management
Washington
$14.3K +$119 +5 +0.8%
AIC
165
Archer Investment Corporation
Indiana
$13.7K – – –
NECFA
166
New England Capital Financial Advisors
Connecticut
$11.2K +$11.2K +453 New
PMFA
167
Plante Moran Financial Advisors
Michigan
$10.4K +$10.4K +437 New
SFCL
168
Strengthening Families & Communities LLC
Massachusetts
$10K +$95 +4 +1%
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$9.94K -$2.24K -94 -18%
AA
170
Addison Advisors
Vermont
$8.42K – – –
EW
171
Element Wealth
Mississippi
$7.63K +$72 +3 +0.9%
RBC
172
Romano Brothers & Co
Illinois
$7.27K +$7.27K +305 New
CG
173
Cutler Group
California
$7K -$9.33K -400 -57%
FA
174
Fortis Advisors
Pennsylvania
$5.82K +$48 +2 +0.8%
PP
175
PFS Partners
New Jersey
$5.55K +$48 +2 +0.9%
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