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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

148 hedge funds and large institutions have $315M invested in Fidelity MSCI Energy Index ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
148
Holders Change
+24
Holders Change %
+19.35%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
52
Reduced
38
Closed
11
Calls
$241K
Puts
$648K
Net Calls
-$407K
Net Calls Change
-$1.38M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$12.8M
2
YC
2
Yarbrough Capital
Tennessee
$10.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$8.68M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.5M
5
KAS
5
Kestra Advisory Services
Texas
$8.82M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$28.9M
2
SSW
2
Smith Shellnut Wilson
Mississippi
$302K
3
Citadel Advisors
3
Citadel Advisors
Florida
$629K
4
PVH
4
Psagot Value Holdings
Israel
$432K
5
HWA
5
Hilltop Wealth Advisors
North Carolina
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$50.8M 3,345,685 -28,846 -0.9%
BCM
2
Brookstone Capital Management
Illinois
$28.9M 1,728,692 -438,042 -20%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18M 1,186,080 +21,215 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$15.4M 1,017,830 +134,272 +15%
Lido Advisors
5
Lido Advisors
California
$15.2M 1,000,425 +38,636 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.5M 953,068 +456,967 +92%
VC
7
Vicus Capital
Pennsylvania
$12.8M 688,124 +688,124 New
Osaic Holdings
8
Osaic Holdings
Arizona
$12.3M 800,507 +67,868 +9%
HWA
9
Hilltop Wealth Advisors
North Carolina
$12.1M 798,853 -43,502 -5%
YC
10
Yarbrough Capital
Tennessee
$10.8M 711,695 +711,695 New
KAS
11
Kestra Advisory Services
Texas
$8.82M 581,196 +453,941 +357%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.68M 571,543 +549,864 +2,536%
Morgan Stanley
13
Morgan Stanley
New York
$7.72M 508,220 -35,660 -7%
Bank of America
14
Bank of America
North Carolina
$5.41M 356,477 +22,380 +7%
TRCT
15
Tower Research Capital (TRC)
New York
$4.31M 283,788 +96,349 +51%
SHIM
16
Stone House Investment Management
Pennsylvania
$3.85M 253,782 -40,742 -14%
Prudential Financial
17
Prudential Financial
New Jersey
$3.79M 239,288 +153,414 +179%
SPC
18
Sigma Planning Corp
Michigan
$3.71M 244,189 -9,264 -4%
KIA
19
KCM Investment Advisors
California
$3.56M 234,600 +14,778 +7%
Wells Fargo
20
Wells Fargo
California
$3.45M 227,186 +44,059 +24%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.94M 193,771 +117,254 +153%
Stifel Financial
22
Stifel Financial
Missouri
$2.76M 181,994 -18,190 -9%
SC
23
Sinecera Capital
Texas
$2.76M 154,951 +154,951 New
LPL Financial
24
LPL Financial
California
$2.37M 156,192 +25,561 +20%
JCM
25
Jacobi Capital Management
Pennsylvania
$1.99M 130,956 -9,499 -7%
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