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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $505M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
41
Increased
66
Reduced
60
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$4.77M
3
AWM
3
AE Wealth Management
Kansas
$10.7M
4
EFM
4
Eley Financial Management
Vermont
$3.91M
5
DFG
5
Demars Financial Group
Washington
$4.61M

Top Sellers

1
Jane Street
1
Jane Street
New York
$410K
2
Charles Schwab
2
Charles Schwab
California
$54.3M
3
TRCT
3
Tower Research Capital (TRC)
New York
$26K
4
KAS
4
Kestra Advisory Services
Texas
$5.67M
5
WQ
5
Wealth Quarterback
New Jersey
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
GEA
176
Glen Eagle Advisors
New Jersey
$4.82K 202 +202 New
BHWM
177
Beaird Harris Wealth Management
Texas
$4.11K 172 +1 +0.6%
PGAM
178
Princeton Global Asset Management
New Jersey
$4K 167 +167 New
LFG
179
Larson Financial Group
Missouri
$3.98K 167 +167 New
SSB
180
Sandy Spring Bank
Maryland
$3.11K 130 – –
LWA
181
Lowe Wealth Advisors
Maryland
$2.62K 110 – –
CWP
182
Concord Wealth Partners
Virginia
$1.85K 78 +78 New
BLC
183
Brown, Lisle/Cummings
Rhode Island
$1.55K 65 – –
CA
184
CoreCap Advisors
Michigan
$1.43K 60 +60 New
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$572 24 +24 New
CA
186
Corrado Advisors
New Jersey
$524 22 +22 New
SIS
187
Sound Income Strategies
Florida
$429 18 – –
SWM
188
Sugarloaf Wealth Management
Georgia
$238 10 – –
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
– – -36,469 Closed
PVH
190
Psagot Value Holdings
Israel
– – -28,480 Closed
HF
191
HRT Financial
New York
– – -16,120 Closed
NL
192
NWAM LLC
Washington
– – -13,131 Closed
TI
193
Trexquant Investment
Connecticut
– – -13,056 Closed
EIP
194
Ellis Investment Partners
Pennsylvania
– – -3,337 Closed
AIP
195
Almanack Investment Partners
Pennsylvania
– – -2,750 Closed
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$0 5 -1,572 -100%
GWM
197
Geneos Wealth Management
Colorado
– – -440 Closed
HR
198
Howe & Rusling
New York
– – -300 Closed
HIA
199
Harbor Investment Advisory
Maryland
– – -179 Closed
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