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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

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 13 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
173
Holders Change
-16
Holders Change %
-8.47%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
67
Reduced
72
Closed
28
Calls
$1.39M
Puts
$53K
Net Calls
+$1.34M
Net Calls Change
-$349K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$102M
2
Bank of America
2
Bank of America
North Carolina
$24.6M
3
Jane Street
3
Jane Street
New York
$10.3M
4
Wells Fargo
4
Wells Fargo
California
$16.7M
5
UBS Group
5
UBS Group
Switzerland
$5.65M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$39.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$102M 4,610,006 +2,437,866 +112%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$39.1M 1,762,353 -165,362 -9%
Lido Advisors
3
Lido Advisors
California
$34.3M 1,549,665 +68,064 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.3M 1,186,459 -363,964 -23%
Bank of America
5
Bank of America
North Carolina
$24.6M 1,111,483 +837,645 +306%
KAS
6
Kestra Advisory Services
Texas
$17.4M 784,092 +230 +0%
HighTower Advisors
7
HighTower Advisors
Illinois
$17.3M 781,692 -194,744 -20%
Wells Fargo
8
Wells Fargo
California
$16.7M 755,336 +200,321 +36%
YC
9
Yarbrough Capital
Tennessee
$15.8M 711,695 – –
Osaic Holdings
10
Osaic Holdings
Arizona
$13.4M 601,577 -250,080 -29%
Jane Street
11
Jane Street
New York
$10.3M 463,410 +237,911 +106%
KPWS
12
Kestra Private Wealth Services
Texas
$8.58M 387,338 +165,422 +75%
LPL Financial
13
LPL Financial
California
$8.33M 376,071 +78,639 +26%
FPGK
14
Financial Partners Group (Kansas)
Kansas
$7.47M 312,703 +59,331 +23%
AWM
15
AE Wealth Management
Kansas
$7.42M 334,722 +50,538 +18%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$6.91M 311,735 +165,691 +113%
Morgan Stanley
17
Morgan Stanley
New York
$5.95M 268,377 -67,363 -20%
UBS Group
18
UBS Group
Switzerland
$5.65M 254,810 +197,030 +341%
SPC
19
Sigma Planning Corp
Michigan
$5.16M 233,073 -6,894 -3%
CCM
20
Cutler Capital Management
Massachusetts
$4.82M 217,412 +16,231 +8%
KIA
21
KCM Investment Advisors
California
$4.77M 215,203 -7,064 -3%
DFG
22
Demars Financial Group
Washington
$4.62M 208,385 -1,582 -0.8%
TCM
23
Traynor Capital Management
Pennsylvania
$4.42M 199,582 -9,497 -5%
CW
24
Connectus Wealth
Ohio
$4.34M 195,553 +6,705 +4%
Prudential Financial
25
Prudential Financial
New Jersey
$4.28M 192,998 -54,191 -22%
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