Fidelity MSCI Energy Index ETF
FENY
173 hedge funds and large institutions have $510M invested in Fidelity MSCI Energy Index ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 66 increasing their positions, 72 reducing their positions, and 30 closing their positions.
2,521% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $53K
7% more capital invested
Capital invested by funds: $478M → $510M (+$32.5M)
3.01% more ownership
Funds ownership: 31.37% → 34.38% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 72
9% less funds holding
Funds holding: 190 → 173 (-17)
53% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$53.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$18.5M |
| 3 |
Jane Street
New York
|
+$5.26M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.43M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$13M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.04M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.52M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$4.3M |
| 5 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$3.66M |
FENY Hedge Fund Activity: Q2 2023 in Review
173 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2023, worth a combined $510M — up 6.8% from $478M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of FENY and 14 opened new positions — a net loss of 16 holders — while 72 trimmed existing stakes and 66 added.
The largest buyer was Charles Schwab, adding an estimated $53.9M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $13M.
- 173 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2023, down from 190 in Q1 2023.
- Funds reported $510M of Fidelity MSCI Energy Index ETF stock for Q2 2023, up 6.8% quarter-over-quarter.
- 14 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2023 and 30 closed out, a net change of -16 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q2 2023 was Charles Schwab, an estimated $53.9M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $13M sold.
Based on aggregated 13F filings for Q2 2023.