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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 20 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
20
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$16.8M
2
PWA
2
Primoris Wealth Advisors
Florida
$2.79M
3
PG
3
Prostatis Group
Maryland
$2.29M
4
NA
4
NewEdge Advisors
Louisiana
$6.13M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$1.54M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$134M
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$296K
5
LG
5
Leuthold Group
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$9.17K -$5.18K -215 -36%
EWA
177
EverSource Wealth Advisors
Alabama
$8.99K -$12.3K -510 -58%
AA
178
Addison Advisors
Vermont
$8.5K – – –
EW
179
Element Wealth
Mississippi
$8.15K -$649 -27 -7%
VWM
180
Venturi Wealth Management
Texas
$7.35K -$265 -11 -3%
BONH
181
Bank of New Hampshire
New Hampshire
$6.72K – – –
EWM
182
Evermay Wealth Management
Virginia
$5.42K +$5.42K +225 New
MWM
183
Mascoma Wealth Management
New Hampshire
$5.03K – – –
HWM
184
HighMark Wealth Management
Minnesota
$4.82K – – –
FCA
185
FinTrust Capital Advisors
South Carolina
$4.82K +$4.82K +200 New
BFPW
186
BOK Financial Private Wealth
Colorado
$4.6K – – –
HBW
187
Hazlett, Burt & Watson
West Virginia
$4K – – –
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$2.8K -$4.09K -161 -59%
SSB
189
Sandy Spring Bank
Maryland
$2.41K – – –
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$2.09K +$24 +1 +1%
WWM
191
Wolff Wiese Magana
California
$1.86K – – –
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$1.67K -$526 -22 -24%
BLC
193
Brown, Lisle/Cummings
Rhode Island
$1.57K – – –
FFA
194
Farther Finance Advisors
California
$1.37K – – –
CIAS
195
Capital Investment Advisory Services
North Carolina
$1.2K – – –
TFA
196
Toth Financial Advisory
Virginia
$1.2K – – –
AssetMark Inc
197
AssetMark Inc
California
$1.2K +$1.2K +50 New
GRP
198
Global Retirement Partners
California
$1.05K -$38.3K -1,608 -97%
IAIM
199
International Assets Investment Management
Florida
$926 +$888 +21,377 +2,311%
AWM
200
Activest Wealth Management
Florida
$911 – – –
5 6 7
8
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