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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
173
Holders Change
-16
Holders Change %
-8.47%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
28
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$102M
2
Bank of America
2
Bank of America
North Carolina
$24.6M
3
Jane Street
3
Jane Street
New York
$10.3M
4
Wells Fargo
4
Wells Fargo
California
$16.7M
5
UBS Group
5
UBS Group
Switzerland
$5.65M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HAS
176
HBW Advisory Services
California
– – -62,741 Closed
AAS
177
Ameritas Advisory Services
Nebraska
– – -31,906 Closed
JWM
178
Jackson Wealth Management
Florida
– – -12,991 Closed
MC
179
Miramar Capital
Illinois
– – -12,700 Closed
TIA
180
Traphagen Investment Advisors
New Jersey
– – -12,371 Closed
RCWM
181
Royal Capital Wealth Management
Indiana
– – -12,299 Closed
AWA
182
Amplius Wealth Advisors
Pennsylvania
– – -12,204 Closed
FTUS
183
Flow Traders U.S.
New York
– – -10,509 Closed
BJL
184
Brighton Jones LLC
Washington
– – -10,253 Closed
CAC
185
Certified Advisory Corp
Florida
– – -10,001 Closed
HWA
186
Hilltop Wealth Advisors
North Carolina
– – -8,923 Closed
GCWM
187
Graham Capital Wealth Management
District of Columbia
– – -4,955 Closed
Qube Research & Technologies (QRT)
188
Qube Research & Technologies (QRT)
United Kingdom
– – -3,259 Closed
BAM
189
Belpointe Asset Management
Nevada
– – -1,806 Closed
PO
190
Private Ocean
California
– – -1,113 Closed
TAM
191
Tucker Asset Management
Colorado
– – -516 Closed
US Bancorp
192
US Bancorp
Minnesota
– – -512 Closed
NECFA
193
New England Capital Financial Advisors
Connecticut
– – -453 Closed
PMFA
194
Plante Moran Financial Advisors
Michigan
– – -437 Closed
CG
195
Cutler Group
California
– – -300 Closed
FA
196
Fortis Advisors
Pennsylvania
– – -246 Closed
CWP
197
Concord Wealth Partners
Virginia
– – -78 Closed
EI
198
Ellevest Inc
New York
– – -76 Closed
CFO
199
Colony Family Offices
North Carolina
– – -50 Closed
AF
200
Allworth Financial
California
– – -1 Closed
5 6 7
8
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