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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

202 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
77
Reduced
64
Closed
29
Calls
$858K
Puts
$83K
Net Calls
+$775K
Net Calls Change
+$263K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$5.22M
2
PAG
2
Private Advisor Group
New Jersey
$5.44M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.6M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.98M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.63M
2
Bank of America
2
Bank of America
North Carolina
$3.31M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$535K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$218M 8,696,421 -62,642 -0.7%
Charles Schwab
2
Charles Schwab
California
$124M 4,942,938 +42,678 +0.9%
Lido Advisors
3
Lido Advisors
California
$42.3M 1,684,869 +35,199 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.2M 1,282,776 +65,763 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.6M 1,059,484 +128,161 +14%
HighTower Advisors
6
HighTower Advisors
Illinois
$22M 878,941 +69,986 +9%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$19.8M 787,675 +9,060 +1%
YC
8
Yarbrough Capital
Tennessee
$17.9M 711,695 – –
KAS
9
Kestra Advisory Services
Texas
$16.3M 662,820 +69,832 +12%
Wells Fargo
10
Wells Fargo
California
$15.8M 628,766 -73,523 -10%
LPL Financial
11
LPL Financial
California
$8.97M 357,530 +61,483 +21%
UBS Group
12
UBS Group
Switzerland
$7.2M 286,926 -9,702 -3%
KPWS
13
Kestra Private Wealth Services
Texas
$7.06M 281,236 -12,535 -4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.98M 278,076 +70,184 +34%
FPGK
15
Financial Partners Group (Kansas)
Kansas
$6.42M 255,750 +32,528 +15%
CCM
16
Cutler Capital Management
Massachusetts
$6.13M 244,266 +853 +0.4%
PAG
17
Private Advisor Group
New Jersey
$5.44M 216,890 +168,173 +345%
TCM
18
Traynor Capital Management
Pennsylvania
$5.3M 211,223 +9,202 +5%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$5.22M 207,867 +207,867 New
Osaic Holdings
20
Osaic Holdings
Arizona
$5.21M 207,319 +31,724 +18%
Morgan Stanley
21
Morgan Stanley
New York
$5.14M 204,820 +14,294 +8%
AM
22
AGF Management
Ontario, Canada
$5.06M 201,588 +31,289 +18%
KIA
23
KCM Investment Advisors
California
$4.99M 199,037 -2,126 -1%
EFM
24
Eley Financial Management
Vermont
$4.26M 169,830 +1,167 +0.7%
WQ
25
Wealth Quarterback
New Jersey
$4.25M 169,192 -9,507 -5%
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