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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.

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

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.63M
2
Bank of America
Bank of America
North Carolina
$3.31M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
4
RJA
Raymond James & Associates
Florida
$535K
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
201
Camelot Portfolios
Ohio
$739 +$739 +29 New
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$703 -$111K -4,427 -99%
FFA
203
Frazier Financial Advisors
Ohio
$274 +$274 +11 New
SWM
204
Sugarloaf Wealth Management
Georgia
$251 – – –
GLR
205
Great Lakes Retirement
Ohio
$2 – – –
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
– -$3.09M -119,420 Closed
Renaissance Technologies
207
Renaissance Technologies
New York
– -$1.95M -75,300 Closed
TI
208
Tidal Investments
Wisconsin
– -$1.92M -74,367 Closed
HCA
209
Hyperion Capital Advisors
New York
– -$970K -37,500 Closed
FA
210
Faithward Advisors
Pennsylvania
– -$874K -33,786 Closed
YIH
211
Y-Intercept (HK)
Hong Kong
– -$633K -24,486 Closed
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
– -$537K -20,773 Closed
QC
213
Quadrature Capital
United Kingdom
– -$493K -19,023 Closed
RSWM
214
Robertson Stephens Wealth Management
California
– -$409K -15,819 Closed
HIC
215
Hartline Investment Corp
Illinois
– -$381K -14,717 Closed
BRWA
216
B. Riley Wealth Advisors
Florida
– -$344K -13,819 Closed
Simplex Trading
217
Simplex Trading
Illinois
– -$316K -12,233 Closed
LNC
218
Lincoln National Corp
Pennsylvania
– -$307K -11,869 Closed
LA
219
Lifeworks Advisors
Michigan
– -$287K -11,084 Closed
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
– -$246K -9,511 Closed
WDG
221
Wealth Dimensions Group
Ohio
– -$233K -9,012 Closed
PG
222
Prostatis Group
Maryland
– -$227K -8,775 Closed
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
– -$224K -8,675 Closed
OCM
224
One Capital Management
California
– -$206K -7,972 Closed
TRCT
225
Tower Research Capital (TRC)
New York
– -$149K -5,773 Closed
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