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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

203 hedge funds and large institutions have $523M invested in Fidelity MSCI Energy Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 20 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
73
Reduced
71
Closed
20
Calls
$580K
Puts
$26K
Net Calls
+$554K
Net Calls Change
-$221K

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$16.8M
2
PWA
2
Primoris Wealth Advisors
Florida
$2.79M
3
PG
3
Prostatis Group
Maryland
$2.29M
4
NA
4
NewEdge Advisors
Louisiana
$6.13M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$1.54M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$134M
3
KPWS
3
Kestra Private Wealth Services
Texas
$3.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$296K
5
LG
5
Leuthold Group
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$134M 5,576,080 -3,120,341 -36%
Lido Advisors
2
Lido Advisors
California
$39M 1,620,775 -64,094 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$31.9M 1,326,336 +43,560 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.6M 1,063,121 +3,637 +0.3%
HighTower Advisors
5
HighTower Advisors
Illinois
$21.2M 882,644 +3,703 +0.4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$18M 748,811 -38,864 -5%
YC
7
Yarbrough Capital
Tennessee
$17.1M 711,695 – –
AM
8
AGF Management
Ontario, Canada
$16.8M 697,241 +495,653 +246%
KAS
9
Kestra Advisory Services
Texas
$14.9M 619,049 -43,771 -7%
Wells Fargo
10
Wells Fargo
California
$14.7M 609,923 -18,843 -3%
LPL Financial
11
LPL Financial
California
$8.05M 334,427 -23,103 -6%
UBS Group
12
UBS Group
Switzerland
$7.12M 295,540 +8,614 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.73M 279,418 +1,342 +0.5%
CCM
14
Cutler Capital Management
Massachusetts
$6.3M 261,493 +17,227 +7%
NA
15
NewEdge Advisors
Louisiana
$6.13M 254,580 +85,623 +51%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$5.82M 241,611 -14,139 -6%
Morgan Stanley
17
Morgan Stanley
New York
$5.2M 216,131 +11,311 +6%
PAG
18
Private Advisor Group
New Jersey
$5.17M 214,692 -2,198 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.12M 212,334 +5,015 +2%
TCM
20
Traynor Capital Management
Pennsylvania
$4.96M 205,995 -5,228 -2%
KIA
21
KCM Investment Advisors
California
$4.79M 198,854 -183 -0.1%
Bank of America
22
Bank of America
North Carolina
$4.29M 178,121 +46,162 +35%
WQ
23
Wealth Quarterback
New Jersey
$4.16M 172,668 +3,476 +2%
EFM
24
Eley Financial Management
Vermont
$4.07M 168,873 -957 -0.6%
KPWS
25
Kestra Private Wealth Services
Texas
$3.88M 161,272 -119,964 -43%
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