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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $435M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
73
Reduced
66
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$17.6M
2
Wells Fargo
2
Wells Fargo
California
$12.5M
3
Jane Street
3
Jane Street
New York
$5.06M
4
HF
4
HRT Financial
New York
$2.55M
5
Lido Advisors
5
Lido Advisors
California
$33.2M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$749K
2
AWM
2
AE Wealth Management
Kansas
$6.38M
3
IA
3
IFP Advisors
Florida
$47.1K
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
Charles Schwab
5
Charles Schwab
California
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
151
Pathway Financial Advisers
Indiana
$41K 1,826 +390 +27%
BAM
152
Belpointe Asset Management
Nevada
$40.5K 1,806 – –
GRP
153
Global Retirement Partners
California
$35K 1,642 -32 -2%
PO
154
Private Ocean
California
$25K 1,113 -1 -0.1%
BAAM
155
Baker Avenue Asset Management
California
$22.4K 1,000 – –
HPC
156
HM Payson & Co
Maine
$22.4K 1,000 – –
FWM
157
Focused Wealth Management
New York
$22.3K 994 +1 +0.1%
NFSG
158
Newbridge Financial Services Group
Florida
$21.7K 966 +7 +0.7%
FCMT
159
Founders Capital Management (Texas)
Texas
$17K 738 – –
TCM
160
Tradewinds Capital Management
Washington
$13.6K 606 +5 +0.8%
AIC
161
Archer Investment Corporation
Indiana
$12.9K 574 – –
TAM
162
Tucker Asset Management
Colorado
$11.6K 516 +516 New
US Bancorp
163
US Bancorp
Minnesota
$11.5K 512 -168 -25%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$11.2K 498 +81 +19%
NECFA
165
New England Capital Financial Advisors
Connecticut
$10.2K 453 – –
PMFA
166
Plante Moran Financial Advisors
Michigan
$9.81K 437 – –
AA
167
Addison Advisors
Vermont
$7.92K 353 – –
EW
168
Element Wealth
Mississippi
$7.25K 323 +3 +0.9%
LFG
169
Larson Financial Group
Missouri
$6.73K 300 +133 +80%
CG
170
Cutler Group
California
$6K 300 – –
FA
171
Fortis Advisors
Pennsylvania
$5.53K 246 +2 +0.8%
PP
172
PFS Partners
New Jersey
$5.27K 235 +2 +0.9%
SPIA
173
Steward Partners Investment Advisory
New York
$4.98K 222 -1,954 -90%
GEA
174
Glen Eagle Advisors
New Jersey
$4.53K 202 – –
BFPW
175
BOK Financial Private Wealth
Colorado
$4.29K 191 -6,629 -97%
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7
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