Fidelity MSCI Energy Index ETF
FENY
190 hedge funds and large institutions have $478M invested in Fidelity MSCI Energy Index ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 16 closing their positions.
6,740% more call options, than puts
Call options by funds: $1.71M | Put options by funds: $25K
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
9% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 67
0.29% more ownership
Funds ownership: 31.09% → 31.37% (+0.29%)
1% less funds holding
Funds holding: 191 → 190 (-1)
6% less capital invested
Capital invested by funds: $506M → $478M (-$28.3M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$12.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.97M |
| 3 |
Jane Street
New York
|
+$4.85M |
| 4 |
HF
HRT Financial
New York
|
+$2.64M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$12.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.8M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.48M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$2.86M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$2.46M |
FENY Hedge Fund Activity: Q1 2023 in Review
190 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2023, worth a combined $478M — down 5.6% from $506M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FENY positions and 16 closed out — a net gain of 4 holders — while 73 added to existing stakes and 67 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $12.7M. The largest seller was Vicus Capital, cutting an estimated $12.5M.
- 190 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2023, down from 191 in Q4 2022.
- Funds reported $478M of Fidelity MSCI Energy Index ETF stock for Q1 2023, down 5.6% quarter-over-quarter.
- 20 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2023 and 16 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q1 2023 was Kestra Advisory Services, an estimated $12.7M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q1 2023 was Vicus Capital, an estimated $12.5M sold.
Based on aggregated 13F filings for Q1 2023.