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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

218 hedge funds and large institutions have $536M invested in Fidelity MSCI Energy Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 80 reducing their positions, and 28 closing their positions.

Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
67
Reduced
80
Closed
28
Calls
$703K
Puts
$3K
Net Calls
+$700K
Net Calls Change
-$215K

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$5.51M
2
GA
2
Guerra Advisors
Florida
$4.05M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.44M
4
AWM
4
AE Wealth Management
Kansas
$2.46M
5
LPL Financial
5
LPL Financial
California
$20.2M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$38.3M
2
Wells Fargo
2
Wells Fargo
California
$13.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.92M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$1.32M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$13.8K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
226
Charles Schwab
California
– – -11,871 Closed
EWS
227
Evergreen Wealth Solutions
Pennsylvania
– – -11,615 Closed
VAG
228
VisionPoint Advisory Group
Texas
– – -10,350 Closed
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
– – -10,307 Closed
GC
230
Grimes & Company
Massachusetts
– – -9,691 Closed
PG
231
Prostatis Group
Maryland
– – -9,512 Closed
Goldman Sachs
232
Goldman Sachs
New York
– – -9,294 Closed
Brown Advisory
233
Brown Advisory
Maryland
– – -9,195 Closed
SMAM
234
Sugar Maple Asset Management
Wisconsin
– – -7,624 Closed
CAS
235
Coppell Advisory Solutions
Texas
– – -7,113 Closed
PFA
236
Pathway Financial Advisers
Indiana
– – -2,310 Closed
CAL
237
Capital Analysts LLC
Pennsylvania
– – -2,118 Closed
KIM
238
Kestra Investment Management
Texas
– – -1,643 Closed
NWWA
239
New Wave Wealth Advisors
Arkansas
– – -1,131 Closed
PCA
240
PMV Capital Advisers
Texas
– – -382 Closed
EW
241
Element Wealth
Mississippi
– – -341 Closed
AWM
242
Avior Wealth Management
Nebraska
– – -310 Closed
VWM
243
Venturi Wealth Management
Texas
– – -239 Closed
EWM
244
Evermay Wealth Management
Virginia
– – -225 Closed
HNW
245
High Note Wealth
Minnesota
– – -15 Closed
DRP
246
Decker Retirement Planning
Utah
– – -4 Closed
HNB
247
Huntington National Bank
Ohio
– – – –
6 7 8 9
10