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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

202 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$5.22M
2
PAG
2
Private Advisor Group
New Jersey
$5.44M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.6M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.98M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.63M
2
Bank of America
2
Bank of America
North Carolina
$3.31M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$535K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
Addison Advisors
Vermont
$8.86K – – –
BFEC
177
Benjamin F. Edwards & Company
Missouri
$8K – – –
VWM
178
Venturi Wealth Management
Texas
$7.93K -$2.43K -97 -23%
BONH
179
Bank of New Hampshire
New Hampshire
$7K – – –
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$6.8K +$2.76K +110 +68%
CFB
181
Cullen/Frost Bankers
Texas
$6.34K +$6.34K +253 New
NFSG
182
Newbridge Financial Services Group
Florida
$5.97K – – –
ACA
183
Aptus Capital Advisors
Alabama
$5.75K +$1.66K +66 +40%
MWM
184
Mascoma Wealth Management
New Hampshire
$5.24K – – –
HWM
185
HighMark Wealth Management
Minnesota
$5.02K +$5.02K +200 New
BFPW
186
BOK Financial Private Wealth
Colorado
$4.79K – – –
BHWM
187
Beaird Harris Wealth Management
Texas
$4.53K +$50 +2 +1%
HBW
188
Hazlett, Burt & Watson
West Virginia
$4K – – –
SIS
189
Sound Income Strategies
Florida
$3.44K +$2.99K +119 +661%
CP
190
Castleview Partners
Texas
$3.24K – – –
SSB
191
Sandy Spring Bank
Maryland
$2.51K – – –
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$2.31K -$780 -31 -25%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$2.13K -$44.5K -1,800 -95%
WWM
194
Wolff Wiese Magana
California
$1.93K +$1.93K +77 New
BLC
195
Brown, Lisle/Cummings
Rhode Island
$1.63K – – –
FFA
196
Farther Finance Advisors
California
$1.43K – – –
CIAS
197
Capital Investment Advisory Services
North Carolina
$1.26K – – –
TFA
198
Toth Financial Advisory
Virginia
$1.26K – – –
AWM
199
Activest Wealth Management
Florida
$943 +$25 +1 +3%
LFG
200
Larson Financial Group
Missouri
$821 +$821 +33 New
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8
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