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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

124 hedge funds and large institutions have $251M invested in Fidelity MSCI Energy Index ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
49
Reduced
38
Closed
16
Calls
$974K
Puts
–
Net Calls
+$974K
Net Calls Change
+$359K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$33.6M
2
Lido Advisors
2
Lido Advisors
California
$13.9M
3
Charles Schwab
3
Charles Schwab
California
$48.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.87M
5
RBFC
5
Roman Butler Fullerton & Co
Missouri
$1.64M

Top Sellers

1
NAM
1
NorthCoast Asset Management
Connecticut
$4.93M
2
KAS
2
Kestra Advisory Services
Texas
$1.83M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.15M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$48.6M 3,374,531 +149,440 +5%
BCM
2
Brookstone Capital Management
Illinois
$33.6M 2,166,734 +2,166,734 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.8M 1,164,865 -109,078 -9%
Lido Advisors
4
Lido Advisors
California
$13.9M 961,789 +215,036 +29%
HighTower Advisors
5
HighTower Advisors
Illinois
$12.7M 883,558 -120,153 -12%
HWA
6
Hilltop Wealth Advisors
North Carolina
$12.1M 842,355 +32,664 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.7M 732,639 -82,159 -10%
Morgan Stanley
8
Morgan Stanley
New York
$7.84M 543,880 -120,623 -18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.15M 496,101 -416,546 -46%
NAM
10
NorthCoast Asset Management
Connecticut
$4.93M 341,827 -613,418 -64%
Bank of America
11
Bank of America
North Carolina
$4.82M 334,097 +3,123 +0.9%
SHIM
12
Stone House Investment Management
Pennsylvania
$4.34M 294,524 +35 +0%
SPC
13
Sigma Planning Corp
Michigan
$3.65M 253,453 -75,590 -23%
KIA
14
KCM Investment Advisors
California
$3.17M 219,822 +6,786 +3%
SSW
15
Smith Shellnut Wilson
Mississippi
$3.16M 219,556 +4,982 +2%
Stifel Financial
16
Stifel Financial
Missouri
$2.89M 200,184 -1,096 -0.5%
TRCT
17
Tower Research Capital (TRC)
New York
$2.7M 187,439 +54,684 +41%
Wells Fargo
18
Wells Fargo
California
$2.64M 183,127 +59,004 +48%
JCM
19
Jacobi Capital Management
Pennsylvania
$2.02M 140,455 -1,967 -1%
LPL Financial
20
LPL Financial
California
$1.88M 130,631 -56,610 -30%
Citadel Advisors
21
Citadel Advisors
Florida
$1.87M 129,657 +129,657 New
KAS
22
Kestra Advisory Services
Texas
$1.83M 127,255 -574,692 -82%
Truist Financial
23
Truist Financial
North Carolina
$1.79M 123,932 -14,012 -10%
5L
24
55I LLC
Massachusetts
$1.76M 122,008 -1,947 -2%
FSC
25
Full Sail Capital
Oklahoma
$1.7M 118,029 +4,495 +4%
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