Fidelity MSCI Energy Index ETF
FENY
177 hedge funds and large institutions have $417M invested in Fidelity MSCI Energy Index ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 16 closing their positions.
318% more call options, than puts
Call options by funds: $1.4M | Put options by funds: $336K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
80% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 45
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
4% more funds holding
Funds holding: 170 → 177 (+7)
1.09% more ownership
Funds ownership: 28.94% → 30.04% (+1.1%)
2% less capital invested
Capital invested by funds: $426M → $417M (-$9.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.91M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$5.06M |
| 3 |
Morgan Stanley
New York
|
+$2.77M |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$2.63M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$8.14M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$6.43M |
| 3 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$5.32M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$2.59M |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$2.54M |
FENY Hedge Fund Activity: Q2 2022 in Review
177 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2022, worth a combined $417M — down 2.2% from $426M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FENY positions and 16 closed out — a net gain of 8 holders — while 81 added to existing stakes and 45 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $6.91M. The largest seller was Charles Schwab, cutting an estimated $8.14M.
- 177 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2022, up from 170 in Q1 2022.
- Funds reported $417M of Fidelity MSCI Energy Index ETF stock for Q2 2022, down 2.2% quarter-over-quarter.
- 24 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2022 and 16 closed out, a net change of +8 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q2 2022 was Commonwealth Equity Services, an estimated $6.91M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q2 2022 was Charles Schwab, an estimated $8.14M sold.
Based on aggregated 13F filings for Q2 2022.