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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

201 hedge funds and large institutions have $399M invested in Fidelity MSCI Energy Index ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-17
Holders Change %
-7.8%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
67
Reduced
72
Closed
34
Calls
$793K
Puts
–
Net Calls
+$793K
Net Calls Change
+$93K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$14.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.01M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$6M
5
QC
Quadrature Capital
United Kingdom
+$5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
2
HighTower Advisors
HighTower Advisors
Illinois
-$6.48M
3
UBS Group
UBS Group
Switzerland
-$5.33M
4
ASN
Advisory Services Network
Georgia
-$4.25M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$3.7M +$127K +5,402 +4%
AAS
27
Avantax Advisory Services
Texas
$3.54M +$2.37M +100,865 +201%
MMA
28
Miracle Mile Advisors
California
$3.3M +$316K +13,484 +11%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$3.17M +$3.17M +135,347 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.98M -$150K -6,396 -5%
SS
31
Sunbelt Securities
Texas
$2.56M +$690K +28,948 +37%
SPIA
32
Steward Partners Investment Advisory
New York
$2.56M +$2.18M +92,791 +572%
JCM
33
Jacobi Capital Management
Pennsylvania
$2.54M +$18.6K +795 +0.7%
YWM
34
Yoder Wealth Management
California
$2.53M +$67.8K +2,893 +3%
AWM
35
AE Wealth Management
Kansas
$2.53M +$272K +11,605 +12%
TRIA
36
Trail Ridge Investment Advisors
Colorado
$2.52M -$150K -6,223 -6%
MWM
37
Maltin Wealth Management
New Jersey
$2.47M +$145K +6,203 +6%
Stifel Financial
38
Stifel Financial
Missouri
$2.46M -$74.1K -3,160 -3%
PAS
39
Park Avenue Securities
New York
$2.41M +$2.41M +102,600 New
WQ
40
Wealth Quarterback
New Jersey
$1.89M -$213K -9,094 -10%
Mariner
41
Mariner
Kansas
$1.87M -$537K -22,901 -22%
UBS Group
42
UBS Group
Switzerland
$1.76M -$5.33M -227,466 -75%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$1.74M -$129M -5,515,578 -99%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.73M +$243K +10,351 +16%
AFM
45
Aspetuck Financial Management
Connecticut
$1.63M -$8.79K -375 -0.5%
Citadel Advisors
46
Citadel Advisors
Florida
$1.56M -$414K -17,642 -21%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M +$34.8K +1,486 +2%
FIM
48
Freedom Investment Management
Connecticut
$1.37M -$131K -5,586 -9%
FP
49
Financial Perspectives
Minnesota
$1.34M +$54.2K +2,310 +4%
HCA
50
Heck Capital Advisors
Wisconsin
$1.32M +$786K +33,516 +146%
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