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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.

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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
3
KPWS
Kestra Private Wealth Services
Texas
$3.88M
4
MML Investors Services
MML Investors Services
Massachusetts
$296K
5
LG
Leuthold Group
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
201
Larson Financial Group
Missouri
$795 – – –
SIS
202
Sound Income Strategies
Florida
$241 -$3.06K -127 -93%
SWM
203
Sugarloaf Wealth Management
Georgia
$241 – – –
Charles Schwab
204
Charles Schwab
California
– -$124M -4,942,938 Closed
LG
205
Leuthold Group
Minnesota
– -$1.92M -76,534 Closed
BFA
206
Beaumont Financial Advisors
Massachusetts
– -$1.39M -55,315 Closed
Belvedere Trading
207
Belvedere Trading
Illinois
– -$1.27M -50,546 Closed
Goldman Sachs
208
Goldman Sachs
New York
– -$967K -38,558 Closed
TI
209
Trexquant Investment
Connecticut
– -$967K -38,538 Closed
US Bancorp
210
US Bancorp
Minnesota
– -$524K -20,878 Closed
MSWM
211
Mowery & Schoenfeld Wealth Management
Illinois
– -$344K -13,700 Closed
IW
212
Instrumental Wealth
Florida
– -$204K -8,069 Closed
GWM
213
Geneos Wealth Management
Colorado
– -$188K -7,500 Closed
BWP
214
Baldwin Wealth Partners
Massachusetts
– -$70.8K -2,820 Closed
GI
215
Gradient Investments
Minnesota
– -$48.7K -1,940 Closed
MG
216
Mather Group
Illinois
– -$26.9K -1,038 Closed
HF
217
Halpern Financial
Virginia
– -$12.5K -500 Closed
NFSG
218
Newbridge Financial Services Group
Florida
– -$5.97K -238 Closed
BHWM
219
Beaird Harris Wealth Management
Texas
– -$4.53K -181 Closed
CP
220
Castleview Partners
Texas
– -$3.24K -129 Closed
CP
221
Camelot Portfolios
Ohio
– -$739 -29 Closed
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
– -$703 -28 Closed
FFA
223
Frazier Financial Advisors
Ohio
– -$274 -11 Closed
GLR
224
Great Lakes Retirement
Ohio
– -$2 – –
HNB
225
Huntington National Bank
Ohio
– -$10.9K – –
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