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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $435M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
73
Reduced
66
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$17.6M
2
Wells Fargo
2
Wells Fargo
California
$12.5M
3
Jane Street
3
Jane Street
New York
$5.06M
4
HF
4
HRT Financial
New York
$2.55M
5
Lido Advisors
5
Lido Advisors
California
$33.2M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$749K
2
AWM
2
AE Wealth Management
Kansas
$6.38M
3
IA
3
IFP Advisors
Florida
$47.1K
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
Charles Schwab
5
Charles Schwab
California
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
176
Beaird Harris Wealth Management
Texas
$3.9K 174 +2 +1%
FFA
177
Farther Finance Advisors
California
$3.32K 148 +148 New
SSB
178
Sandy Spring Bank
Maryland
$2.93K 131 +1 +0.8%
LWA
179
Lowe Wealth Advisors
Maryland
$2.47K 110 – –
CWP
180
Concord Wealth Partners
Virginia
$1.76K 78 – –
EI
181
Ellevest Inc
New York
$1.71K 76 +76 New
BLC
182
Brown, Lisle/Cummings
Rhode Island
$1.46K 65 – –
CFO
183
Colony Family Offices
North Carolina
$1.12K 50 +50 New
CSPIA
184
Cary Street Partners Investment Advisory
Virginia
$539 24 – –
SWM
185
Sugarloaf Wealth Management
Georgia
$224 10 – –
Citigroup
186
Citigroup
New York
$157 7 +7 New
AF
187
Allworth Financial
California
$19 1 +1 New
SFCL
188
Strengthening Families & Communities LLC
Massachusetts
$10 427 +4 +0.9%
ACM
189
AlphaStar Capital Management
North Carolina
– – -119,916 Closed
Citadel Advisors
190
Citadel Advisors
Florida
– – -93,275 Closed
Renaissance Technologies
191
Renaissance Technologies
New York
– – -28,700 Closed
BCM
192
Beaumont Capital Management
Massachusetts
– – -11,011 Closed
CWM
193
Centurion Wealth Management
Virginia
– – -10,119 Closed
IAN
194
Integrated Advisors Network
Texas
– – -10,067 Closed
SGI
195
Summit Global Investments
Utah
– – -8,853 Closed
AWM
196
Axxcess Wealth Management
California
– – -8,505 Closed
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
– – -6,386 Closed
CS
198
Comerica Securities
Michigan
– – -4,574 Closed
MCC
199
Money Concepts Capital
Florida
– – -643 Closed
TCOV
200
Trust Company of Vermont
Vermont
– – -628 Closed
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