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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 %
LA
51
Lynch & Associates
Indiana
$1.25M 52,437 +532 +1%
PAG
52
Private Advisor Group
New Jersey
$1.25M 52,314 -162,378 -76%
SWA
53
Stratos Wealth Advisors
Ohio
$1.25M 52,232 -288 -0.5%
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$1.2M 50,514 +1,743 +4%
SSWM
55
Smith Salley Wealth Management
North Carolina
$1.14M 48,005 -12,373 -20%
IAN
56
Integrated Advisors Network
Texas
$1.13M 47,402 +5,187 +12%
Raymond James Financial
57
Raymond James Financial
Florida
$1.12M 46,960 +46,960 New
EWM
58
EPG Wealth Management
Georgia
$1.07M 44,830 -582 -1%
SSWM
59
Sheets Smith Wealth Management
North Carolina
$1.07M 44,754 – –
DADC
60
D.A. Davidson & Co
Montana
$1.07M 44,738 -42 -0.1%
BAM
61
Belpointe Asset Management
Nevada
$1.06M 42,164 +366 +0.9%
Citigroup
62
Citigroup
New York
$1.05M 43,944 +23,640 +116%
Northern Trust
63
Northern Trust
Illinois
$1.04M 43,821 – –
PCM
64
Parsons Capital Management
Rhode Island
$967K 40,572 -485 -1%
FSC
65
Full Sail Capital
Oklahoma
$946K 39,676 +4,975 +14%
RF
66
Roxbury Financial
New Jersey
$890K 33,729 +33,729 New
Natixis Advisors
67
Natixis Advisors
Massachusetts
$799K 33,495 -297 -0.9%
AAS
68
Ameritas Advisory Services
Nebraska
$771K 32,348 +203 +0.6%
CCFM
69
Clear Creek Financial Management
Washington
$751K 31,498 +31,498 New
SCA
70
Snowden Capital Advisors
New York
$746K 31,309 -472 -1%
BFA
71
Beaumont Financial Advisors
Massachusetts
$736K 30,872 +30,872 New
BCG
72
Bravias Capital Group
New Jersey
$736K 30,244 +30,244 New
VC
73
Vicus Capital
Pennsylvania
$723K 30,326 +2,379 +9%
EWA
74
EP Wealth Advisors
California
$709K 29,753 +46 +0.2%
BOM
75
Bank of Marin
California
$696K 29,179 +488 +2%
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