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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 20 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
20
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$16.8M
2
PWA
2
Primoris Wealth Advisors
Florida
$2.79M
3
PG
3
Prostatis Group
Maryland
$2.29M
4
NA
4
NewEdge Advisors
Louisiana
$6.13M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$1.54M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$134M
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$296K
5
LG
5
Leuthold Group
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
151
Franklin Resources
California
$90.6K 3,565 +204 +6%
BCA
152
Bray Capital Advisors
Florida
$86K 3,573 – –
BCMLT
153
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.2K 2,500 – –
PFA
154
Pathway Financial Advisers
Indiana
$55.1K 2,287 +15 +0.7%
JIP
155
Jaffetilchin Investment Partners
Florida
$49.5K 2,057 +2,057 New
VF
156
VitalStone Financial
Texas
$39K 1,619 +1,619 New
S
157
Syntrinsic
Colorado
$36.1K 1,501 – –
SMA
158
Sage Mountain Advisors
Georgia
$28.9K 1,200 +1,200 New
CAM
159
Creekmur Asset Management
Illinois
$28.9K 1,199 -780 -39%
SWM
160
Spire Wealth Management
Virginia
$28.6K 1,189 +4 +0.3%
EB
161
Eastern Bank
Massachusetts
$27.3K 1,133 +1,133 New
AF
162
Allworth Financial
California
$26.2K 1,087 +9 +0.8%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$24.1K 1,000 -138 -12%
CFB
164
Cullen/Frost Bankers
Texas
$19.6K 813 +560 +221%
GCM
165
Gables Capital Management
Florida
$16.9K 701 +701 New
FFA
166
Founders Financial Alliance
North Carolina
$16.1K 670 – –
AIC
167
Archer Investment Corporation
Indiana
$15.7K 654 – –
TCM
168
Tradewinds Capital Management
Washington
$15.3K 635 +5 +0.8%
FCMT
169
Founders Capital Management (Texas)
Texas
$14.3K 593 – –
ACA
170
Aptus Capital Advisors
Alabama
$14K 580 +351 +153%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$12K 500 – –
PK
172
Pflug Koory
Nebraska
$11.8K 490 +490 New
SFCL
173
Strengthening Families & Communities LLC
Massachusetts
$10.8K 447 +4 +0.9%
HGA
174
Hobbs Group Advisors
South Carolina
$9.63K 400 – –
SL
175
Salomon & Ludwin
Virginia
$9.3K 386 -20 -5%
5 6
7
8 9