Fidelity MSCI Energy Index ETF
FENY
164 hedge funds and large institutions have $415M invested in Fidelity MSCI Energy Index ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 21 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
0.4% more ownership
Funds ownership: 30.04% → 30.43% (+0.4%)
0% less capital invested
Capital invested by funds: $417M → $415M (-$2.08M)
7% less funds holding
Funds holding: 177 → 164 (-13)
33% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 75
52% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.17M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.12M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.45M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.33M |
| 5 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.43M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$5.1M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$3.71M |
| 4 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
-$3.13M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$3.11M |
FENY Hedge Fund Activity: Q3 2022 in Review
164 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q3 2022, worth a combined $415M — down 0.5% from $417M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of FENY and 10 opened new positions — a net loss of 11 holders — while 75 trimmed existing stakes and 50 added.
The largest buyer was Jane Street, adding an estimated $8.17M. The largest seller was Morgan Stanley, cutting an estimated $6.43M.
- 164 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q3 2022, down from 177 in Q2 2022.
- Funds reported $415M of Fidelity MSCI Energy Index ETF stock for Q3 2022, down 0.5% quarter-over-quarter.
- 10 funds opened new Fidelity MSCI Energy Index ETF positions in Q3 2022 and 21 closed out, a net change of -11 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q3 2022 was Jane Street, an estimated $8.17M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q3 2022 was Morgan Stanley, an estimated $6.43M sold.
Based on aggregated 13F filings for Q3 2022.