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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$13.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.63M
4
TW
4
Transform Wealth
Colorado
$3.77M
5
FIM
5
Freedom Investment Management
Connecticut
$2.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KAS
2
Kestra Advisory Services
Texas
$13.9M
3
Lido Advisors
3
Lido Advisors
California
$34.5M
4
Charles Schwab
4
Charles Schwab
California
$112M
5
Wells Fargo
5
Wells Fargo
California
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
176
First Command Advisory Services
Texas
$2.69K +$2.69K +108 New
FFA
177
Farther Finance Advisors
California
$2.62K – – –
SSB
178
Sandy Spring Bank
Maryland
$2.49K -$125 -5 -5%
BLC
179
Brown, Lisle/Cummings
Rhode Island
$1.62K – – –
CIAS
180
Capital Investment Advisory Services
North Carolina
$1.25K +$1.25K +50 New
CA
181
Crewe Advisors
Utah
$1.15K – – –
GGI
182
Godsey & Gibb Inc
Virginia
$997 +$997 +40 New
AWM
183
Activest Wealth Management
Florida
$920 +$920 +37 New
PP
184
PFS Partners
New Jersey
$698 -$3.54K -142 -84%
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$697 +$100 +4 +17%
HGERS
186
Householder Group Estate & Retirement Specialist
Arizona
$673 +$673 +27 New
FGAM
187
Financial Gravity Asset Management
Texas
$639 +$639 +27 New
SWM
188
Sugarloaf Wealth Management
Georgia
$249 – – –
Citigroup
189
Citigroup
New York
$249 – – –
Jane Street
190
Jane Street
New York
– -$10.3M -463,410 Closed
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
– -$1.89M -85,063 Closed
PG
192
Prostatis Group
Maryland
– -$74.2K -74,192 Closed
Goldman Sachs
193
Goldman Sachs
New York
– -$543K -24,504 Closed
Cerity Partners
194
Cerity Partners
New York
– -$437K -19,719 Closed
PWMG
195
Pinnacle Wealth Management Group
Michigan
– -$363K -16,368 Closed
CWM
196
Cornerstone Wealth Management
Missouri
– -$324K -14,603 Closed
LTI
197
Laffer Tengler Investments
Tennessee
– -$14.4K -650 Closed
CAS
198
Coppell Advisory Solutions
Texas
– -$6.21K -282 Closed
GEA
199
Glen Eagle Advisors
New Jersey
– -$4.48K -202 Closed
FBC
200
Fairfield, Bush & Co
Connecticut
– -$2.94K -133 Closed
5 6 7
8
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