Fidelity MSCI Energy Index ETF
FENY
203 hedge funds and large institutions have $744M invested in Fidelity MSCI Energy Index ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 29 closing their positions.
934% more call options, than puts
Call options by funds: $858K | Put options by funds: $83K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 64
7% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 29
2.6% less ownership
Funds ownership: 43.15% → 40.54% (-2.6%)
3% less funds holding
Funds holding: 209 → 203 (-6)
5% less capital invested
Capital invested by funds: $784M → $744M (-$40.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$5.32M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.28M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.79M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.86M |
| 3 |
D.E. Shaw & Co
New York
|
-$3.09M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.15M |
| 5 |
Renaissance Technologies
New York
|
-$1.95M |
FENY Hedge Fund Activity: Q2 2024 in Review
203 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2024, worth a combined $744M — down 5.1% from $784M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of FENY and 27 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 77 added.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $5.32M. The largest seller was AE Wealth Management, cutting an estimated $11.7M.
- 203 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2024, down from 209 in Q1 2024.
- Funds reported $744M of Fidelity MSCI Energy Index ETF stock for Q2 2024, down 5.1% quarter-over-quarter.
- 27 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2024 and 29 closed out, a net change of -2 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $5.32M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q2 2024 was AE Wealth Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2024.