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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+9
Holders Change %
+4.76%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
65
Reduced
77
Closed
24
Calls
$2.03M
Puts
$69K
Net Calls
+$1.96M
Net Calls Change
-$1.05M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$17.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$12M
3
Lido Advisors
3
Lido Advisors
California
$37M
4
AWM
4
AE Wealth Management
Kansas
$13.8M
5
IA
5
IFP Advisors
Florida
$4.19M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$52.5M
2
VC
2
Vicus Capital
Pennsylvania
$721K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.4M
5
SPC
5
Sigma Planning Corp
Michigan
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
176
Larson Financial Group
Missouri
$6.87K +$3.8K +165 +124%
NFSG
177
Newbridge Financial Services Group
Florida
$5.48K -$5.71K -248 -51%
BFPW
178
BOK Financial Private Wealth
Colorado
$5.28K +$876 +38 +20%
MWM
179
Mascoma Wealth Management
New Hampshire
$4.82K – – –
BHWM
180
Beaird Harris Wealth Management
Texas
$4.1K +$23 +1 +0.6%
RCM
181
Raleigh Capital Management
North Carolina
$3.18K +$3.18K +138 New
Simplex Trading
182
Simplex Trading
Illinois
$3K -$25.1K -1,273 -89%
CP
183
Castleview Partners
Texas
$2.97K +$2.97K +129 New
SSB
184
Sandy Spring Bank
Maryland
$2.3K – – –
BLC
185
Brown, Lisle/Cummings
Rhode Island
$1.5K – – –
GWM
186
Geneos Wealth Management
Colorado
$1.5K +$1.5K +65 New
FFA
187
Farther Finance Advisors
California
$1.31K -$1.11K -48 -46%
FGAM
188
Financial Gravity Asset Management
Texas
$1.27K +$633 +27 +100%
FCAS
189
First Command Advisory Services
Texas
$1.24K -$1.24K -54 -50%
CIAS
190
Capital Investment Advisory Services
North Carolina
$1.15K – – –
TFA
191
Toth Financial Advisory
Virginia
$1.15K +$1.15K +50 New
IRAG
192
Investment Research & Advisory Group
Georgia
$922 +$922 +40 New
AWM
193
Activest Wealth Management
Florida
$857 – – –
SIS
194
Sound Income Strategies
Florida
$645 +$645 +28 New
S
195
Sachetta
Massachusetts
$512 +$512 +22 New
TFG
196
Team Financial Group
California
$507 +$507 +22 New
SWM
197
Sugarloaf Wealth Management
Georgia
$230 – – –
AF
198
Allworth Financial
California
$14 +$14 +1 New
TW
199
Transform Wealth
Colorado
– -$3.77M -151,375 Closed
BFA
200
Beaumont Financial Advisors
Massachusetts
– -$2.62M -105,066 Closed
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8
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