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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

198 hedge funds and large institutions have $483M invested in Fidelity MSCI Energy Index ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+9
Holders Change %
+4.76%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
65
Reduced
77
Closed
24
Calls
$2.03M
Puts
$69K
Net Calls
+$1.96M
Net Calls Change
-$1.05M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$17.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$12M
3
Lido Advisors
3
Lido Advisors
California
$37M
4
AWM
4
AE Wealth Management
Kansas
$13.8M
5
IA
5
IFP Advisors
Florida
$4.19M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$52.5M
2
VC
2
Vicus Capital
Pennsylvania
$721K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.4M
5
SPC
5
Sigma Planning Corp
Michigan
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
151
Pathway Financial Advisers
Indiana
$48.1K +$5.3K +230 +12%
Franklin Resources
152
Franklin Resources
California
$45.5K – – –
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$37.5K -$22.8K -989 -38%
GRP
154
Global Retirement Partners
California
$35.7K -$244 -11 -0.7%
S
155
Syntrinsic
Colorado
$34.6K – – –
ANBT
156
American National Bank & Trust
Texas
$28.9K +$23.7K +1,029 +457%
BC
157
Belmont Capital
California
$26.6K +$46 +2 +0.2%
PO
158
Private Ocean
California
$25.6K +$25.6K +1,113 New
VF
159
VitalStone Financial
Texas
$24K -$211K -9,243 -90%
FWM
160
Focused Wealth Management
New York
$22.7K -$253 -11 -1%
VWM
161
Venturi Wealth Management
Texas
$20.1K -$700K -30,387 -97%
TRCT
162
Tower Research Capital (TRC)
New York
$19.8K -$5.12K -222 -21%
FCMT
163
Founders Capital Management (Texas)
Texas
$17K – – –
AIC
164
Archer Investment Corporation
Indiana
$15.1K – – –
SHIM
165
Stone House Investment Management
Pennsylvania
$14.7K -$25K -1,083 -63%
TCM
166
Tradewinds Capital Management
Washington
$14.3K +$115 +5 +0.8%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$13.7K +$978 +42 +8%
FBC
168
Fairfield, Bush & Co
Connecticut
$13.4K +$13.4K +583 New
HF
169
Halpern Financial
Virginia
$11.8K +$11.8K +500 New
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$10.7K +$10.7K +464 New
SL
171
Salomon & Ludwin
Virginia
$10.1K – – –
EWA
172
EverSource Wealth Advisors
Alabama
$8.6K +$69 +3 +0.8%
AA
173
Addison Advisors
Vermont
$8.13K – – –
EW
174
Element Wealth
Mississippi
$7.63K +$69 +3 +0.9%
BFEC
175
Benjamin F. Edwards & Company
Missouri
$7K +$7K +314 New
5 6
7
8 9