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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 %
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$1.32M 51,790 -100,603 -66%
AAS
52
Avantax Advisory Services
Texas
$1.28M 50,075 -4,940 -9%
Raymond James Financial
53
Raymond James Financial
Florida
$1.26M 49,265 +2,305 +5%
SSWM
54
Smith Salley Wealth Management
North Carolina
$1.23M 48,178 +173 +0.4%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$1.2M 50,514 – –
EWM
56
EPG Wealth Management
Georgia
$1.2M 46,831 +2,001 +4%
AWA
57
Arkadios Wealth Advisors
Georgia
$1.2M 46,831 +46,831 New
DADC
58
D.A. Davidson & Co
Montana
$1.14M 44,794 +56 +0.1%
Northern Trust
59
Northern Trust
Illinois
$1.12M 43,821 – –
AWS
60
Atria Wealth Solutions
New York
$1.11M 43,609 +19,528 +81%
SSWM
61
Sheets Smith Wealth Management
North Carolina
$1.05M 40,994 -3,760 -8%
PCM
62
Parsons Capital Management
Rhode Island
$1.04M 40,678 +106 +0.3%
FSC
63
Full Sail Capital
Oklahoma
$998K 39,060 -616 -2%
VWM
64
VCI Wealth Management
Missouri
$933K 36,511 +20,609 +130%
KPWS
65
Kestra Private Wealth Services
Texas
$906K 35,477 -32,885 -48%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$856K 33,510 +15 +0%
Citigroup
67
Citigroup
New York
$838K 32,786 -11,158 -25%
CWM
68
Congress Wealth Management
Massachusetts
$835K 32,710 +17,424 +114%
RF
69
Roxbury Financial
New Jersey
$812K 32,561 -1,168 -3%
CCFM
70
Clear Creek Financial Management
Washington
$804K 31,469 -29 -0.1%
IAN
71
Integrated Advisors Network
Texas
$793K 31,025 -16,377 -35%
VC
72
Vicus Capital
Pennsylvania
$788K 30,848 +522 +2%
AAS
73
Ameritas Advisory Services
Nebraska
$779K 31,088 -1,260 -4%
Creative Planning
74
Creative Planning
Kansas
$777K 30,424 +1,265 +4%
SCA
75
Snowden Capital Advisors
New York
$772K 30,200 -1,109 -4%
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