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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

220 hedge funds and large institutions have $508M invested in Fidelity MSCI Energy Index ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 18 closing their positions.

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
73
Reduced
65
Closed
18
Calls
$927K
Puts
$12K
Net Calls
+$915K
Net Calls Change
+$361K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$36.5M
3
AM
3
AGF Management
Ontario, Canada
$19.5M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$23.9M
5
MMA
5
Miracle Mile Advisors
California
$2.82M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.99M
2
KAS
2
Kestra Advisory Services
Texas
$5.29M
3
PAG
3
Private Advisor Group
New Jersey
$1.25M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.27M
5
PWA
5
Primoris Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.27M 136,991 -142,427 -51%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.13M 131,467 +4,543 +4%
Stifel Financial
28
Stifel Financial
Missouri
$3.05M 127,840 -2,689 -2%
Mariner
29
Mariner
Kansas
$2.82M 118,477 -15,768 -12%
MMA
30
Miracle Mile Advisors
California
$2.82M 118,320 +118,320 New
TRIA
31
Trail Ridge Investment Advisors
Colorado
$2.79M 116,893 +1,153 +1%
JCM
32
Jacobi Capital Management
Pennsylvania
$2.66M 111,416 -1,267 -1%
SS
33
Sunbelt Securities
Texas
$2.53M 107,370 +17,029 +19%
YWM
34
Yoder Wealth Management
California
$2.43M 101,998 +6,127 +6%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$2.4M 100,600 +100,600 New
CWM
36
Centric Wealth Management
Illinois
$2.27M 95,313 +95,313 New
MWM
37
Maltin Wealth Management
New Jersey
$2.08M 87,319 +1,563 +2%
QC
38
Quadrature Capital
United Kingdom
$1.94M 81,243 +81,243 New
HCA
39
Heck Capital Advisors
Wisconsin
$1.8M 75,706 -211 -0.3%
FIM
40
Freedom Investment Management
Connecticut
$1.71M 71,549 -934 -1%
AFM
41
Aspetuck Financial Management
Connecticut
$1.66M 69,666 +69,666 New
KPWS
42
Kestra Private Wealth Services
Texas
$1.63M 68,362 -92,910 -58%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$1.62M 67,939 +6,121 +10%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M 65,841 +1,024 +2%
Citadel Advisors
45
Citadel Advisors
Florida
$1.35M 56,680 -38,970 -41%
AAS
46
Avantax Advisory Services
Texas
$1.31M 55,015 -12,546 -19%
FP
47
Financial Perspectives
Minnesota
$1.31M 54,782 +23 +0%
TRCT
48
Tower Research Capital (TRC)
New York
$1.28M 53,668 +32,016 +148%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$1.28M 53,631 -4,024 -7%
Renaissance Technologies
50
Renaissance Technologies
New York
$1.28M 53,500 +20,600 +63%
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