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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
173
Holders Change
-16
Holders Change %
-8.47%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
28
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$102M
2
Bank of America
2
Bank of America
North Carolina
$24.6M
3
Jane Street
3
Jane Street
New York
$10.3M
4
Wells Fargo
4
Wells Fargo
California
$16.7M
5
UBS Group
5
UBS Group
Switzerland
$5.65M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
151
Addison Advisors
Vermont
$7.82K 353 – –
EW
152
Element Wealth
Mississippi
$7.22K 325 +2 +0.6%
CAS
153
Coppell Advisory Solutions
Texas
$6.21K 282 +282 New
MWM
154
Mascoma Wealth Management
New Hampshire
$5.03K 209 -1,871 -90%
SPIA
155
Steward Partners Investment Advisory
New York
$4.5K 203 -19 -9%
GEA
156
Glen Eagle Advisors
New Jersey
$4.48K 202 – –
BFPW
157
BOK Financial Private Wealth
Colorado
$4.23K 191 – –
BHWM
158
Beaird Harris Wealth Management
Texas
$3.89K 175 +1 +0.6%
PP
159
PFS Partners
New Jersey
$3.76K 170 -65 -28%
LFG
160
Larson Financial Group
Missouri
$2.95K 133 -167 -56%
FBC
161
Fairfield, Bush & Co
Connecticut
$2.94K 133 +133 New
LWA
162
Lowe Wealth Advisors
Maryland
$2.44K 110 – –
FFA
163
Farther Finance Advisors
California
$2.33K 105 -43 -29%
SSB
164
Sandy Spring Bank
Maryland
$2.33K 105 -26 -20%
BLC
165
Brown, Lisle/Cummings
Rhode Island
$1.44K 65 – –
GWM
166
Geneos Wealth Management
Colorado
$1.24K 56 +56 New
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$1.11K 50 +50 New
CA
168
Crewe Advisors
Utah
$1.02K 46 +46 New
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$532 24 – –
TCCM
170
Timber Creek Capital Management
Massachusetts
$517 23 +23 New
SWM
171
Sugarloaf Wealth Management
Georgia
$222 10 – –
Citigroup
172
Citigroup
New York
$222 10 +3 +43%
TW
173
Transform Wealth
Colorado
– – -163,285 Closed
HF
174
HRT Financial
New York
– – -113,578 Closed
QAM
175
Q3 Asset Management
Michigan
– – -106,066 Closed
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