Fidelity Clean Energy ETF
FRNW
10 hedge funds and large institutions have $1.08M invested in Fidelity Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
3.26% less ownership
Funds ownership: 7.02% → 3.77% (-3.3%)
60% less capital invested
Capital invested by funds: $2.71M → $1.08M (-$1.63M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$39.5K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$18.7K |
| 3 |
Jane Street
New York
|
+$18.3K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Forte Asset Management
Bedford,
New York
|
-$1.4M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$150 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $553K | +$39.5K | +2,108 | +6% |
|
|
2
Jane Street
New York
| $364K | +$18.3K | +978 | +4% |
|
|
FPF
3
First Pacific Financial
Vancouver,
Washington
| $59.5K | – | – | – |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $44.6K | +$37 | +2 | +0.1% |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $15.9K | +$18.7K | +1,000 | New |
|
|
CAL
6
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $12K | – | – | – |
|
|
7
Bank of America
Charlotte,
North Carolina
| $11.3K | +$13.3K | +708 | New |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $8.25K | -$150 | -8 | -2% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | +$1.87K | +100 | +28% |
|
10
UBS Group
Zurich,
Switzerland
| $2.05K | +$1.65K | +88 | +215% |
|
|
FAM
11
Forte Asset Management
Bedford,
New York
| – | -$1.4M | -67,078 | Closed |
|
FRNW Hedge Fund Activity: Q3 2023 in Review
10 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Fidelity Clean Energy ETF (FRNW) for Q3 2023, worth a combined $1.08M — down 60% from $2.71M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FRNW positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $39.5K. The largest seller was Forte Asset Management, exiting entirely with an estimated $1.4M sold.
- 10 institutional investors held Fidelity Clean Energy ETF (FRNW) as of Q3 2023, up from 9 in Q2 2023.
- Funds reported $1.08M of Fidelity Clean Energy ETF stock for Q3 2023, down 60% quarter-over-quarter.
- 2 funds opened new Fidelity Clean Energy ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest Fidelity Clean Energy ETF buyer in Q3 2023 was Commonwealth Equity Services, an estimated $39.5K added.
- The largest Fidelity Clean Energy ETF seller in Q3 2023 was Forte Asset Management, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2023.