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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

108 hedge funds and large institutions have $128M invested in Fidelity MSCI Energy Index ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
108
Holders Change
+21
Holders Change %
+24.14%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
37
Increased
34
Reduced
23
Closed
15
Calls
$103K
Puts
$212K
Net Calls
-$109K
Net Calls Change
+$60K

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$38.7M
2
HWA
2
Hilltop Wealth Advisors
North Carolina
$7.97M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.3M
4
NAM
4
NorthCoast Asset Management
Connecticut
$2.37M
5
KIA
5
KCM Investment Advisors
California
$2.04M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.58M
2
TIA
2
Traphagen Investment Advisors
New Jersey
$103K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
BCA
4
Bray Capital Advisors
Florida
$67K
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$38.7M 3,808,370 +3,808,370 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.5M 1,332,422 +81,565 +7%
HighTower Advisors
3
HighTower Advisors
Illinois
$13.3M 1,310,631 +489,919 +60%
HWA
4
Hilltop Wealth Advisors
North Carolina
$7.97M 785,053 +785,053 New
Lido Advisors
5
Lido Advisors
California
$6.57M 647,581 +109,728 +20%
Bank of America
6
Bank of America
North Carolina
$3.58M 353,107 +8,150 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.58M 254,056 -247,828 -49%
SPC
8
Sigma Planning Corp
Michigan
$2.37M 233,733 +67,177 +40%
NAM
9
NorthCoast Asset Management
Connecticut
$2.37M 232,801 +232,801 New
KAS
10
Kestra Advisory Services
Texas
$2.3M 224,433 +159,411 +245%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.18M 215,107 +46,319 +27%
KIA
12
KCM Investment Advisors
California
$2.04M 200,971 +200,971 New
Stifel Financial
13
Stifel Financial
Missouri
$1.84M 180,831 +35,780 +25%
SSW
14
Smith Shellnut Wilson
Mississippi
$1.52M 149,545 +149,545 New
JCM
15
Jacobi Capital Management
Pennsylvania
$1.5M 148,223 +448 +0.3%
LPL Financial
16
LPL Financial
California
$1.45M 143,002 -13,585 -9%
FSC
17
Full Sail Capital
Oklahoma
$1.29M 117,551 -5,689 -5%
PVH
18
Psagot Value Holdings
Israel
$1.28M 126,296 +126,296 New
5L
19
55I LLC
Massachusetts
$1.25M 122,852 -52,279 -30%
SCP
20
Silverleafe Capital Partners
Tennessee
$1.13M 111,574 +111,574 New
Truist Financial
21
Truist Financial
North Carolina
$1.07M 105,754 -8,964 -8%
PAG
22
Private Advisor Group
New Jersey
$1.05M 103,070 +77,366 +301%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$928K 91,502 +10,764 +13%
PG
24
Prostatis Group
Maryland
$895K 88,210 +88,210 New
RSWM
25
Robertson Stephens Wealth Management
California
$853K 84,057 +10,999 +15%
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