Fidelity MSCI Energy Index ETF
FENY
191 hedge funds and large institutions have $506M invested in Fidelity MSCI Energy Index ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 10 closing their positions.
2,033% more call options, than puts
Call options by funds: $1.94M | Put options by funds: $91K
320% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 10
22% more capital invested
Capital invested by funds: $415M → $506M (+$91.2M)
16% more funds holding
Funds holding: 164 → 191 (+27)
8% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 61
0.65% more ownership
Funds ownership: 30.43% → 31.09% (+0.65%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.02M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$4.15M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.12M |
| 4 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
+$3.56M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.6M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$6.82M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.87M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.03M |
| 5 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
-$3.02M |
FENY Hedge Fund Activity: Q4 2022 in Review
191 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2022, worth a combined $506M — up 22% from $415M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FENY positions and 10 closed out — a net gain of 32 holders — while 66 added to existing stakes and 61 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $7.02M. The largest seller was Jane Street, cutting an estimated $10.6M.
- 191 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2022, up from 164 in Q3 2022.
- Funds reported $506M of Fidelity MSCI Energy Index ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 42 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2022 and 10 closed out, a net change of +32 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $7.02M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q4 2022 was Jane Street, an estimated $10.6M sold.
Based on aggregated 13F filings for Q4 2022.