Fidelity MSCI Energy Index ETF
FENY
198 hedge funds and large institutions have $483M invested in Fidelity MSCI Energy Index ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 24 closing their positions.
2,845% more call options, than puts
Call options by funds: $2.03M | Put options by funds: $69K
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
5% more funds holding
Funds holding: 189 → 198 (+9)
2.51% less ownership
Funds ownership: 35.32% → 32.82% (-2.5%)
16% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 77
19% less capital invested
Capital invested by funds: $594M → $483M (-$111M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.07M |
| 2 |
Morgan Stanley
New York
|
+$6.19M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$5.22M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.69M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$52M |
| 2 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$12.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$10.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.57M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$4.77M |
FENY Hedge Fund Activity: Q4 2023 in Review
198 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2023, worth a combined $483M — down 19% from $594M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FENY positions and 24 closed out — a net gain of 9 holders — while 65 added to existing stakes and 77 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.07M. The largest seller was Charles Schwab, cutting an estimated $52M.
- 198 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2023, up from 189 in Q3 2023.
- Funds reported $483M of Fidelity MSCI Energy Index ETF stock for Q4 2023, down 19% quarter-over-quarter.
- 33 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2023 and 24 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $7.07M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q4 2023 was Charles Schwab, an estimated $52M sold.
Based on aggregated 13F filings for Q4 2023.