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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$13.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.63M
4
TW
4
Transform Wealth
Colorado
$3.77M
5
FIM
5
Freedom Investment Management
Connecticut
$2.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KAS
2
Kestra Advisory Services
Texas
$13.9M
3
Lido Advisors
3
Lido Advisors
California
$34.5M
4
Charles Schwab
4
Charles Schwab
California
$112M
5
Wells Fargo
5
Wells Fargo
California
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
151
Global Retirement Partners
California
$38.2K +$212 +9 +0.6%
S
152
Syntrinsic
Colorado
$37.4K +$37.4K +1,501 New
Simplex Trading
153
Simplex Trading
Illinois
$35K +$24.6K +1,000 +235%
BC
154
Belmont Capital
California
$28.7K +$25 +1 +0.1%
TRCT
155
Tower Research Capital (TRC)
New York
$27K -$589K -23,647 -96%
BAAM
156
Baker Avenue Asset Management
California
$24.9K – – –
HPC
157
HM Payson & Co
Maine
$24.9K – – –
FWM
158
Focused Wealth Management
New York
$24.9K +$50 +2 +0.2%
FCMT
159
Founders Capital Management (Texas)
Texas
$18.4K – – –
AIC
160
Archer Investment Corporation
Indiana
$16.3K +$1.99K +80 +14%
TCM
161
Tradewinds Capital Management
Washington
$15.3K +$100 +4 +0.7%
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$13.3K +$49 +2 +0.4%
NFSG
163
Newbridge Financial Services Group
Florida
$12.1K +$50 +2 +0.4%
PMFA
164
Plante Moran Financial Advisors
Michigan
$11.2K +$11.2K +451 New
SFCL
165
Strengthening Families & Communities LLC
Massachusetts
$11K +$76 +3 +0.7%
SL
166
Salomon & Ludwin
Virginia
$10.1K +$10.1K +406 New
EWA
167
EverSource Wealth Advisors
Alabama
$9.22K +$9.22K +370 New
AA
168
Addison Advisors
Vermont
$8.79K – – –
EW
169
Element Wealth
Mississippi
$8.18K +$75 +3 +0.9%
PCM
170
Penserra Capital Management
California
$7K +$7K +290 New
ANBT
171
American National Bank & Trust
Texas
$5.61K +$5.61K +225 New
MWM
172
Mascoma Wealth Management
New Hampshire
$5.21K – – –
BFPW
173
BOK Financial Private Wealth
Colorado
$4.76K – – –
BHWM
174
Beaird Harris Wealth Management
Texas
$4.4K +$50 +2 +1%
LFG
175
Larson Financial Group
Missouri
$3.31K – – –
5 6
7
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