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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

120 hedge funds and large institutions have $210M invested in Fidelity MSCI Energy Index ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
48
Reduced
25
Closed
11
Calls
$619K
Puts
–
Net Calls
+$619K
Net Calls Change
+$728K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$41.7M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$8.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.5M
4
KAS
4
Kestra Advisory Services
Texas
$9.79M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.46M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$13.7M
3
PG
3
Prostatis Group
Maryland
$172K
4
TRCT
4
Tower Research Capital (TRC)
New York
$24K
5
PAG
5
Private Advisor Group
New Jersey
$818K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$41.7M 3,144,623 +3,144,623 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.1M 1,293,915 -38,507 -3%
HighTower Advisors
3
HighTower Advisors
Illinois
$13.7M 1,034,314 -276,317 -21%
Lido Advisors
4
Lido Advisors
California
$12.2M 923,050 +275,469 +43%
HWA
5
Hilltop Wealth Advisors
North Carolina
$10.6M 799,192 +14,139 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.5M 793,579 +578,472 +269%
KAS
7
Kestra Advisory Services
Texas
$9.79M 738,648 +514,215 +229%
NAM
8
NorthCoast Asset Management
Connecticut
$9.58M 722,959 +490,158 +211%
BFA
9
Beaumont Financial Advisors
Massachusetts
$8.24M 621,570 +621,570 New
Morgan Stanley
10
Morgan Stanley
New York
$7.46M 562,678 +503,501 +851%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.06M 532,530 +278,474 +110%
Bank of America
12
Bank of America
North Carolina
$4.7M 354,882 +1,775 +0.5%
SPC
13
Sigma Planning Corp
Michigan
$3.37M 254,179 +20,446 +9%
HAS
14
HBW Advisory Services
California
$3.36M 253,467 +253,467 New
SSW
15
Smith Shellnut Wilson
Mississippi
$2.99M 225,942 +76,397 +51%
KIA
16
KCM Investment Advisors
California
$2.7M 203,829 +2,858 +1%
Stifel Financial
17
Stifel Financial
Missouri
$2.7M 203,709 +22,878 +13%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.12M 160,300 +68,798 +75%
LPL Financial
19
LPL Financial
California
$2.03M 153,259 +10,257 +7%
Truist Financial
20
Truist Financial
North Carolina
$1.9M 143,159 +37,405 +35%
JCM
21
Jacobi Capital Management
Pennsylvania
$1.88M 141,933 -6,290 -4%
5L
22
55I LLC
Massachusetts
$1.73M 130,470 +7,618 +6%
FSC
23
Full Sail Capital
Oklahoma
$1.55M 116,874 -677 -0.6%
SSWM
24
Sheets Smith Wealth Management
North Carolina
$1.49M 112,617 +112,617 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.46M 109,783 +64,532 +143%
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