Fidelity MSCI Energy Index ETF
FENY
188 hedge funds and large institutions have $594M invested in Fidelity MSCI Energy Index ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 15 closing their positions.
4,629% more call options, than puts
Call options by funds: $3.07M | Put options by funds: $65K
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
16% more capital invested
Capital invested by funds: $510M → $594M (+$83.7M)
9% more funds holding
Funds holding: 173 → 188 (+15)
2% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 64
0.93% more ownership
Funds ownership: 34.38% → 35.31% (+0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$12.6M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.66M |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$5.26M |
| 4 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$3.64M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.3M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$5.44M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$3.96M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$2.96M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.83M |
FENY Hedge Fund Activity: Q3 2023 in Review
188 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q3 2023, worth a combined $594M — up 16% from $510M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FENY positions and 15 closed out — a net gain of 15 holders — while 65 added to existing stakes and 64 trimmed.
The largest buyer was Vicus Capital, adding an estimated $12.6M. The largest seller was Jane Street, exiting entirely with an estimated $10.3M sold.
- 188 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q3 2023, up from 173 in Q2 2023.
- Funds reported $594M of Fidelity MSCI Energy Index ETF stock for Q3 2023, up 16% quarter-over-quarter.
- 30 funds opened new Fidelity MSCI Energy Index ETF positions in Q3 2023 and 15 closed out, a net change of +15 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q3 2023 was Vicus Capital, an estimated $12.6M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q3 2023 was Jane Street, an estimated $10.3M sold.
Based on aggregated 13F filings for Q3 2023.