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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

189 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
66
Reduced
64
Closed
15
Calls
$3.07M
Puts
$65K
Net Calls
+$3.01M
Net Calls Change
+$1.67M

Top Buyers

1
VC
1
Vicus Capital
Pennsylvania
$13.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
3
HCA
3
Heck Capital Advisors
Wisconsin
$6.63M
4
TW
4
Transform Wealth
Colorado
$3.77M
5
FIM
5
Freedom Investment Management
Connecticut
$2.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KAS
2
Kestra Advisory Services
Texas
$13.9M
3
Lido Advisors
3
Lido Advisors
California
$34.5M
4
Charles Schwab
4
Charles Schwab
California
$112M
5
Wells Fargo
5
Wells Fargo
California
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$112M 4,486,752 -123,254 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$43.2M 1,735,763 -26,590 -2%
Lido Advisors
3
Lido Advisors
California
$34.5M 1,384,692 -164,973 -11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.2M 1,252,340 +65,881 +6%
Bank of America
5
Bank of America
North Carolina
$27M 1,085,476 -26,007 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
$21.2M 853,352 +71,660 +9%
YC
7
Yarbrough Capital
Tennessee
$17.7M 711,695 – –
Wells Fargo
8
Wells Fargo
California
$15.9M 637,459 -117,877 -16%
Osaic Holdings
9
Osaic Holdings
Arizona
$14.3M 572,270 -29,307 -5%
VC
10
Vicus Capital
Pennsylvania
$13.9M 559,193 +526,450 +1,608%
KAS
11
Kestra Advisory Services
Texas
$13.9M 557,659 -226,433 -29%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$11.4M 456,103 +401,960 +742%
AWM
13
AE Wealth Management
Kansas
$9.9M 397,444 +62,722 +19%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$9.81M 393,964 +82,229 +26%
KPWS
15
Kestra Private Wealth Services
Texas
$9.63M 386,459 -879 -0.2%
LPL Financial
16
LPL Financial
California
$8.97M 360,229 -15,842 -4%
UBS Group
17
UBS Group
Switzerland
$7.58M 304,219 +49,409 +19%
FPGK
18
Financial Partners Group (Kansas)
Kansas
$6.98M 306,483 -6,220 -2%
HCA
19
Heck Capital Advisors
Wisconsin
$6.63M 266,292 +218,803 +461%
Morgan Stanley
20
Morgan Stanley
New York
$6.47M 259,656 -8,721 -3%
SPC
21
Sigma Planning Corp
Michigan
$6.38M 256,203 +23,130 +10%
CCM
22
Cutler Capital Management
Massachusetts
$5.48M 219,922 +2,510 +1%
KIA
23
KCM Investment Advisors
California
$5.24M 210,158 -5,045 -2%
TCM
24
Traynor Capital Management
Pennsylvania
$5.06M 203,278 +3,696 +2%
CW
25
Connectus Wealth
Ohio
$4.95M 198,533 +2,980 +2%
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