FENY icon

Fidelity MSCI Energy Index ETF

162 hedge funds and large institutions have $413M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 74 reducing their positions, and 21 closing their positions.

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
10
Increased
49
Reduced
74
Closed
21
Calls
$2.69M
Puts
Net Calls
+$2.69M
Net Calls Change
+$1.62M
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$50.9M 2,563,335 -178,742 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$40.6M 2,045,529 -131,777 -6%
Lido Advisors
3
Lido Advisors
California
$25.9M 1,305,941 +58,247 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.7M 1,191,940 -136,269 -10%
HighTower Advisors
5
HighTower Advisors
Illinois
$19.2M 966,412 -89,675 -8%
Osaic Holdings
6
Osaic Holdings
Arizona
$16.5M 831,896 -64,609 -7%
YC
7
Yarbrough Capital
Tennessee
$14.1M 711,695
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$13.3M 672,014 -245,776 -27%
VC
9
Vicus Capital
Pennsylvania
$12.9M 649,225 +57,397 +10%
Jane Street
10
Jane Street
New York
$9.17M 461,590 +393,793 +581%
Morgan Stanley
11
Morgan Stanley
New York
$8.32M 419,120 -309,972 -43%
KAS
12
Kestra Advisory Services
Texas
$7.25M 364,973 +166,174 +84%
Prudential Financial
13
Prudential Financial
New Jersey
$6M 299,813 -45,308 -13%
MML Investors Services
14
MML Investors Services
Massachusetts
$5.86M 295,193 +295,193 New
AWM
15
AE Wealth Management
Kansas
$5.46M 274,959 +160,528 +140%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.34M 269,034 +15,067 +6%
SPC
17
Sigma Planning Corp
Michigan
$4.9M 246,510 -5,409 -2%
WQ
18
Wealth Quarterback
New Jersey
$4.86M 244,718 -40,734 -14%
Wells Fargo
19
Wells Fargo
California
$4.61M 231,852 -10,906 -4%
LPL Financial
20
LPL Financial
California
$4.59M 231,051 -65,751 -22%
KIA
21
KCM Investment Advisors
California
$4.45M 224,276 -10,718 -5%
Truist Financial
22
Truist Financial
North Carolina
$4.27M 214,969 +5,366 +3%
FPGK
23
Financial Partners Group (Kansas)
Kansas
$4.22M 212,266 +136,785 +181%
Bank of America
24
Bank of America
North Carolina
$4.17M 210,050 -39,828 -16%
TRCT
25
Tower Research Capital (TRC)
New York
$4.08M 205,186 +38,190 +23%