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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $505M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
41
Increased
66
Reduced
60
Closed
10
Calls
$1.94M
Puts
$91K
Net Calls
+$1.85M
Net Calls Change
-$837K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.4M
2
KPWS
2
Kestra Private Wealth Services
Texas
$4.77M
3
AWM
3
AE Wealth Management
Kansas
$10.7M
4
EFM
4
Eley Financial Management
Vermont
$3.91M
5
DFG
5
Demars Financial Group
Washington
$4.61M

Top Sellers

1
Jane Street
1
Jane Street
New York
$410K
2
Charles Schwab
2
Charles Schwab
California
$54.3M
3
TRCT
3
Tower Research Capital (TRC)
New York
$26K
4
KAS
4
Kestra Advisory Services
Texas
$5.67M
5
WQ
5
Wealth Quarterback
New Jersey
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$54.3M 2,277,756 -285,579 -11%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$46.5M 1,949,038 -96,491 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.4M 1,485,995 +294,055 +25%
Lido Advisors
4
Lido Advisors
California
$33.2M 1,392,038 +86,097 +7%
HighTower Advisors
5
HighTower Advisors
Illinois
$23.2M 974,733 +8,321 +0.9%
Osaic Holdings
6
Osaic Holdings
Arizona
$20.2M 847,381 +15,485 +2%
YC
7
Yarbrough Capital
Tennessee
$17M 711,695 – –
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$16.5M 691,154 +19,140 +3%
VC
9
Vicus Capital
Pennsylvania
$13.6M 570,814 -78,411 -12%
AWM
10
AE Wealth Management
Kansas
$10.7M 447,566 +172,607 +63%
Morgan Stanley
11
Morgan Stanley
New York
$9.68M 406,130 -12,990 -3%
Wells Fargo
12
Wells Fargo
California
$7.12M 298,705 +66,853 +29%
MML Investors Services
13
MML Investors Services
Massachusetts
$7.04M 295,225 +32 +0%
Prudential Financial
14
Prudential Financial
New Jersey
$6.83M 286,577 -13,236 -4%
FPGK
15
Financial Partners Group (Kansas)
Kansas
$6.45M 263,208 +50,942 +24%
LPL Financial
16
LPL Financial
California
$6.26M 262,602 +31,551 +14%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.09M 255,378 -13,656 -5%
SPC
18
Sigma Planning Corp
Michigan
$5.69M 238,728 -7,782 -3%
KAS
19
Kestra Advisory Services
Texas
$5.67M 237,849 -127,124 -35%
KIA
20
KCM Investment Advisors
California
$5.43M 227,928 +3,652 +2%
LG
21
Leuthold Group
Minnesota
$4.96M 207,905 +68,722 +49%
Truist Financial
22
Truist Financial
North Carolina
$4.86M 203,806 -11,163 -5%
CCM
23
Cutler Capital Management
Massachusetts
$4.77M 200,201 -1,051 -0.5%
KPWS
24
Kestra Private Wealth Services
Texas
$4.77M 199,923 +173,928 +669%
Bank of America
25
Bank of America
North Carolina
$4.62M 193,775 -16,275 -8%
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