Fidelity MSCI Energy Index ETF
FENY
204 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, 74 increasing their positions, 71 reducing their positions, and 21 closing their positions.
2,131% more call options, than puts
Call options by funds: $580K | Put options by funds: $26K
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
4% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 71
0% more funds holding
Funds holding: 204 → 204 (0)
6.57% less ownership
Funds ownership: 40.54% → 33.97% (-6.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
85% less capital inflows, than outflows
Capital inflows: $34.5M | Capital outflows: $232M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGF Management
Toronto,
Ontario, Canada
|
+$12.2M |
| 2 |
PWA
Primoris Wealth Advisors
North Palm Beach,
Florida
|
+$3.1M |
| 3 |
PG
Prostatis Group
Hanover,
Maryland
|
+$2.33M |
| 4 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.1M |
| 5 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$124M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$76.7M |
| 3 |
Kestra Private Wealth Services
Austin,
Texas
|
-$2.95M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.74M |
| 5 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
-$1.92M |
FENY Hedge Fund Activity: Q3 2024 in Review
204 of the 6,983 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q3 2024, worth a combined $523M — down 30% from $744M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FENY positions and 21 closed out — a net gain of 2 holders — while 74 added to existing stakes and 71 trimmed.
The largest buyer was AGF Management, adding an estimated $12.2M. The largest seller was Charles Schwab, exiting entirely with an estimated $124M sold.
- 204 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $523M of Fidelity MSCI Energy Index ETF stock for Q3 2024, down 30% quarter-over-quarter.
- 23 funds opened new Fidelity MSCI Energy Index ETF positions in Q3 2024 and 21 closed out, a net change of +2 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q3 2024 was AGF Management, an estimated $12.2M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q3 2024 was Charles Schwab, an estimated $124M sold.
Based on aggregated 13F filings for Q3 2024.