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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

202 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$5.22M
2
PAG
2
Private Advisor Group
New Jersey
$5.44M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.6M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.98M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.63M
2
Bank of America
2
Bank of America
North Carolina
$3.31M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$535K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
151
Pathway Financial Advisers
Indiana
$56.9K +$7.51K +300 +15%
CAM
152
Creekmur Asset Management
Illinois
$49.7K -$120K -4,764 -71%
GI
153
Gradient Investments
Minnesota
$48.7K +$48.7K +1,940 New
GRP
154
Global Retirement Partners
California
$41.4K +$928 +37 +2%
S
155
Syntrinsic
Colorado
$37.7K – – –
SWM
156
Spire Wealth Management
Virginia
$29.7K -$120K -4,777 -80%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$28.6K -$16.7K -666 -37%
PO
158
Private Ocean
California
$27.9K +$27.9K +1,113 New
AF
159
Allworth Financial
California
$27.5K +$1.56K +61 +6%
MG
160
Mather Group
Illinois
$26.9K +$26.9K +1,038 New
IAIM
161
International Assets Investment Management
Florida
$23.2K +$23.2K +925 New
EWA
162
EverSource Wealth Advisors
Alabama
$22.7K +$13.1K +510 +137%
FFA
163
Founders Financial Alliance
North Carolina
$16.8K +$16.8K +670 New
AIC
164
Archer Investment Corporation
Indiana
$16.4K – – –
TCM
165
Tradewinds Capital Management
Washington
$15.8K +$100 +4 +0.6%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$14.9K -$977 -39 -6%
FCMT
167
Founders Capital Management (Texas)
Texas
$14.9K – – –
LI
168
LRI Investments
Florida
$12.8K – – –
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$12.5K -$110K -4,394 -90%
HF
170
Halpern Financial
Virginia
$12.5K – – –
SFCL
171
Strengthening Families & Communities LLC
Massachusetts
$11K +$11K +443 New
HNB
172
Huntington National Bank
Ohio
$10.9K – – –
SL
173
Salomon & Ludwin
Virginia
$10.2K – – –
HGA
174
Hobbs Group Advisors
South Carolina
$10K +$10K +400 New
EW
175
Element Wealth
Mississippi
$9.18K +$827 +33 +10%
5 6
7
8 9