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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $435M 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, 66 reducing their positions, and 16 closing their positions.

Holders
189
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
73
Reduced
66
Closed
16
Calls
$1.71M
Puts
$25K
Net Calls
+$1.69M
Net Calls Change
-$165K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$17.6M
2
Wells Fargo
2
Wells Fargo
California
$12.5M
3
Jane Street
3
Jane Street
New York
$5.06M
4
HF
4
HRT Financial
New York
$2.55M
5
Lido Advisors
5
Lido Advisors
California
$33.2M

Top Sellers

1
VC
1
Vicus Capital
Pennsylvania
$749K
2
AWM
2
AE Wealth Management
Kansas
$6.38M
3
IA
3
IFP Advisors
Florida
$47.1K
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
Charles Schwab
5
Charles Schwab
California
$48.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$48.7M 2,172,140 -105,616 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.8M 1,550,423 +64,428 +4%
Lido Advisors
3
Lido Advisors
California
$33.2M 1,481,601 +89,563 +6%
HighTower Advisors
4
HighTower Advisors
Illinois
$21.9M 976,436 +1,703 +0.2%
Osaic Holdings
5
Osaic Holdings
Arizona
$19.3M 851,657 +4,276 +0.5%
KAS
6
Kestra Advisory Services
Texas
$17.6M 783,862 +546,013 +230%
YC
7
Yarbrough Capital
Tennessee
$16M 711,695 – –
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$14.5M 644,551 -46,603 -7%
Wells Fargo
9
Wells Fargo
California
$12.5M 555,015 +256,310 +86%
Morgan Stanley
10
Morgan Stanley
New York
$7.53M 335,740 -70,390 -17%
LPL Financial
11
LPL Financial
California
$6.67M 297,432 +34,830 +13%
MML Investors Services
12
MML Investors Services
Massachusetts
$6.45M 287,247 -7,978 -3%
AWM
13
AE Wealth Management
Kansas
$6.38M 284,184 -163,382 -37%
Bank of America
14
Bank of America
North Carolina
$6.14M 273,838 +80,063 +41%
FPGK
15
Financial Partners Group (Kansas)
Kansas
$5.69M 253,372 -9,836 -4%
Prudential Financial
16
Prudential Financial
New Jersey
$5.55M 247,189 -39,388 -14%
SPC
17
Sigma Planning Corp
Michigan
$5.38M 239,967 +1,239 +0.5%
Jane Street
18
Jane Street
New York
$5.06M 225,499 +208,292 +1,211%
KIA
19
KCM Investment Advisors
California
$4.99M 222,267 -5,661 -2%
KPWS
20
Kestra Private Wealth Services
Texas
$4.98M 221,916 +21,993 +11%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.87M 216,892 -38,486 -15%
DFG
22
Demars Financial Group
Washington
$4.71M 209,967 +16,706 +9%
TCM
23
Traynor Capital Management
Pennsylvania
$4.69M 209,079 +25,885 +14%
CCM
24
Cutler Capital Management
Massachusetts
$4.51M 201,181 +980 +0.5%
CW
25
Connectus Wealth
Ohio
$4.24M 188,848 +64,278 +52%
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