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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.

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 Market Value Shares Shares
Change 		Shares
Change %
HAS
201
HBW Advisory Services
California
– – -59,425 Closed
EFS
202
Essex Financial Services
Connecticut
– – -52,056 Closed
QAM
203
Q3 Asset Management
Michigan
– – -49,155 Closed
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
– – -34,068 Closed
AWA
205
Arete Wealth Advisors
Illinois
– – -24,692 Closed
Susquehanna International Group
206
Susquehanna International Group
Pennsylvania
– – -21,008 Closed
OPS
207
Orion Portfolio Solutions
Nebraska
– – -19,382 Closed
BCI
208
Brinker Capital Investments
Pennsylvania
– – -19,382 Closed
BWM
209
Birchcreek Wealth Management
Ohio
– – -9,472 Closed
SAM
210
Secure Asset Management
Michigan
– – -8,586 Closed
AP
211
Advisors Preferred
Maryland
– – -6,608 Closed
CG
212
Cutler Group
California
– – -2,363 Closed
HPC
213
HM Payson & Co
Maine
– – -1,000 Closed
BAAM
214
Baker Avenue Asset Management
California
– – -1,000 Closed
PMFA
215
Plante Moran Financial Advisors
Michigan
– – -451 Closed
SFCL
216
Strengthening Families & Communities LLC
Massachusetts
– – -433 Closed
PCM
217
Penserra Capital Management
California
– – -290 Closed
CA
218
Crewe Advisors
Utah
– – -46 Closed
GGI
219
Godsey & Gibb Inc
Virginia
– – -40 Closed
PP
220
PFS Partners
New Jersey
– – -28 Closed
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
– – -28 Closed
HGERS
222
Householder Group Estate & Retirement Specialist
Arizona
– – -27 Closed
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