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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

198 hedge funds and large institutions have $483M invested in Fidelity MSCI Energy Index ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 77 reducing their positions, and 24 closing their positions.

Holders
198
Holders Change
+9
Holders Change %
+4.76%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
33
Increased
65
Reduced
77
Closed
24
Calls
$2.03M
Puts
$69K
Net Calls
+$1.96M
Net Calls Change
-$1.05M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$17.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$12M
3
Lido Advisors
3
Lido Advisors
California
$37M
4
AWM
4
AE Wealth Management
Kansas
$13.8M
5
IA
5
IFP Advisors
Florida
$4.19M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$52.5M
2
VC
2
Vicus Capital
Pennsylvania
$721K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.4M
5
SPC
5
Sigma Planning Corp
Michigan
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$52.5M 2,277,194 -2,209,558 -49%
Lido Advisors
2
Lido Advisors
California
$37M 1,606,560 +221,868 +16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30M 1,302,967 -432,796 -25%
Bank of America
4
Bank of America
North Carolina
$24.6M 1,065,899 -19,577 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.4M 973,483 -278,857 -22%
Wells Fargo
6
Wells Fargo
California
$18.8M 816,591 +179,132 +28%
HighTower Advisors
7
HighTower Advisors
Illinois
$18.4M 803,165 -50,187 -6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$17.4M 756,559 +300,456 +66%
YC
9
Yarbrough Capital
Tennessee
$16.4M 711,695 – –
AWM
10
AE Wealth Management
Kansas
$13.8M 596,446 +199,002 +50%
KAS
11
Kestra Advisory Services
Texas
$13.2M 574,299 +16,640 +3%
Morgan Stanley
12
Morgan Stanley
New York
$12M 522,680 +263,024 +101%
LPL Financial
13
LPL Financial
California
$9.38M 407,183 +46,954 +13%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$8.99M 390,380 -3,584 -0.9%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.88M 385,271 -186,999 -33%
KPWS
16
Kestra Private Wealth Services
Texas
$8.29M 359,839 -26,620 -7%
UBS Group
17
UBS Group
Switzerland
$6.93M 300,942 -3,277 -1%
FPGK
18
Financial Partners Group (Kansas)
Kansas
$6.69M 290,418 -16,065 -5%
CCM
19
Cutler Capital Management
Massachusetts
$5.33M 231,343 +11,421 +5%
AM
20
AGF Management
Ontario, Canada
$5.02M 217,866 +64,574 +42%
Ameriprise
21
Ameriprise
Minnesota
$4.76M 206,398 +47,752 +30%
KIA
22
KCM Investment Advisors
California
$4.58M 198,728 -11,430 -5%
TCM
23
Traynor Capital Management
Pennsylvania
$4.52M 196,005 -7,273 -4%
CW
24
Connectus Wealth
Ohio
$4.43M 192,244 -6,289 -3%
IA
25
IFP Advisors
Florida
$4.19M 181,832 +179,341 +7,200%
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