Fidelity MSCI Energy Index ETF
FENY
149 hedge funds and large institutions have $315M invested in Fidelity MSCI Energy Index ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 11 closing their positions.
255% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 11
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
37% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 38
26% more capital invested
Capital invested by funds: $251M → $315M (+$64.2M)
20% more funds holding
Funds holding: 124 → 149 (+25)
3.62% more ownership
Funds ownership: 27% → 30.63% (+3.6%)
63% less call options, than puts
Call options by funds: $241K | Put options by funds: $648K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$10.7M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.53M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.09M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$7.04M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$6.8M |
| 2 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
-$3.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
| 4 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$782K |
| 5 |
HWA
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
-$675K |
FENY Hedge Fund Activity: Q4 2021 in Review
149 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2021, worth a combined $315M — up 26% from $251M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FENY positions and 11 closed out — a net gain of 28 holders — while 52 added to existing stakes and 38 trimmed.
The largest buyer was Vicus Capital, opening a new position worth an estimated $10.7M. The largest seller was Brookstone Capital Management, cutting an estimated $6.8M.
- 149 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2021, up from 124 in Q3 2021.
- Funds reported $315M of Fidelity MSCI Energy Index ETF stock for Q4 2021, up 26% quarter-over-quarter.
- 39 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2021 and 11 closed out, a net change of +28 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q4 2021 was Vicus Capital, an estimated $10.7M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $6.8M sold.
Based on aggregated 13F filings for Q4 2021.