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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

87 hedge funds and large institutions have $61.8M invested in Fidelity MSCI Energy Index ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
29
Reduced
33
Closed
16
Calls
–
Puts
$169K
Net Calls
-$169K
Net Calls Change
-$170K

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$11.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.97M
3
FTUS
3
Flow Traders U.S.
New York
$658K
4
5L
4
55I LLC
Massachusetts
$1.38M
5
RSWM
5
Robertson Stephens Wealth Management
California
$577K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.43M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.88M
3
PPW
3
Parcion Private Wealth
Washington
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$6.47M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIA
1
Traphagen Investment Advisors
New Jersey
$11.2M 213,369 +202,220 +1,814%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.88M 1,250,857 -285,313 -19%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.47M 820,712 -142,566 -15%
Lido Advisors
4
Lido Advisors
California
$4.25M 537,853 +15,899 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.97M 501,884 +349,782 +230%
Bank of America
6
Bank of America
North Carolina
$2.73M 344,957 -63,390 -16%
Citadel Advisors
7
Citadel Advisors
Florida
$1.43M 181,096 -758,021 -81%
5L
8
55I LLC
Massachusetts
$1.38M 175,131 +81,204 +86%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.33M 168,788 +20,493 +14%
SPC
10
Sigma Planning Corp
Michigan
$1.32M 166,556 -66,228 -28%
LPL Financial
11
LPL Financial
California
$1.24M 156,587 -5,470 -3%
JCM
12
Jacobi Capital Management
Pennsylvania
$1.17M 147,775 -15,241 -9%
Stifel Financial
13
Stifel Financial
Missouri
$1.15M 145,051 -96,138 -40%
FSC
14
Full Sail Capital
Oklahoma
$967K 123,240 +42,060 +52%
Truist Financial
15
Truist Financial
North Carolina
$906K 114,718 +17,054 +17%
BCA
16
Bray Capital Advisors
Florida
$820K 103,805 – –
PCM
17
Parsons Capital Management
Rhode Island
$752K 95,230 +35 +0%
Mariner
18
Mariner
Kansas
$681K 86,174 -8,001 -8%
FTUS
19
Flow Traders U.S.
New York
$658K 83,264 +83,264 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$638K 80,738 +28,798 +55%
RSWM
21
Robertson Stephens Wealth Management
California
$577K 73,058 +73,058 New
MWM
22
Maltin Wealth Management
New Jersey
$531K 67,252 -1,894 -3%
KAS
23
Kestra Advisory Services
Texas
$528K 65,022 +65,022 New
LNC
24
Lincoln National Corp
Pennsylvania
$453K 57,388 +5,561 +11%
UBS Group
25
UBS Group
Switzerland
$449K 56,860 +27,626 +94%
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