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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

199 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, 66 increasing their positions, 71 reducing their positions, and 34 closing their positions.

Holders
199
Holders Change
-19
Holders Change %
-8.72%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
66
Reduced
71
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.7M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$14.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$9.98M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$6M
5
QC
5
Quadrature Capital
United Kingdom
$6.27M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.74M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$17.5M
3
UBS Group
3
UBS Group
Switzerland
$1.76M
4
ASN
4
Advisory Services Network
Georgia
$1.26M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.31M 55,665 -7,043 -11%
TI
52
Tidal Investments
Wisconsin
$1.28M 54,669 +54,669 New
LA
53
Lynch & Associates
Indiana
$1.28M 54,505 +1,259 +2%
ASN
54
Advisory Services Network
Georgia
$1.26M 52,495 -176,441 -77%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$1.17M 49,807 -707 -1%
SWA
56
Stratos Wealth Advisors
Ohio
$1.16M 49,468 -3,105 -6%
AWA
57
Arkadios Wealth Advisors
Georgia
$1.16M 49,448 +2,617 +6%
FSC
58
Full Sail Capital
Oklahoma
$1.14M 48,673 +9,613 +25%
SSWM
59
Smith Salley Wealth Management
North Carolina
$1.14M 48,442 +264 +0.5%
Raymond James Financial
60
Raymond James Financial
Florida
$1.08M 46,257 -3,008 -6%
EWM
61
EPG Wealth Management
Georgia
$1.07M 45,532 -1,299 -3%
Northern Trust
62
Northern Trust
Illinois
$1.03M 43,821 – –
SSWM
63
Sheets Smith Wealth Management
North Carolina
$961K 40,994 – –
PCM
64
Parsons Capital Management
Rhode Island
$956K 40,774 +96 +0.2%
VWM
65
VCI Wealth Management
Missouri
$955K 40,728 +4,217 +12%
DADC
66
D.A. Davidson & Co
Montana
$952K 40,600 -4,194 -9%
Kovitz Investment Group Partners
67
Kovitz Investment Group Partners
Illinois
$948K 40,425 -11,365 -22%
CWM
68
Congress Wealth Management
Massachusetts
$939K 40,047 +7,337 +22%
AWS
69
Atria Wealth Solutions
New York
$880K 36,596 -7,013 -16%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$787K 33,543 +33 +0.1%
BCG
71
Bravias Capital Group
New Jersey
$751K 32,037 +2,776 +9%
Citigroup
72
Citigroup
New York
$742K 31,625 -1,161 -4%
VC
73
Vicus Capital
Pennsylvania
$728K 31,056 +208 +0.7%
Creative Planning
74
Creative Planning
Kansas
$720K 30,700 +276 +0.9%
EWA
75
EP Wealth Advisors
California
$694K 29,610 +53 +0.2%
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