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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 %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.31M -$165K -7,043 -11%
TI
52
Tidal Investments
Wisconsin
$1.28M +$1.28M +54,669 New
LA
53
Lynch & Associates
Indiana
$1.28M +$29.5K +1,259 +2%
ASN
54
Advisory Services Network
Georgia
$1.26M -$4.25M -176,441 -77%
GJIA
55
Glass Jacobson Investment Advisors
Maryland
$1.17M -$16.6K -707 -1%
SWA
56
Stratos Wealth Advisors
Ohio
$1.16M -$72.8K -3,105 -6%
AWA
57
Arkadios Wealth Advisors
Georgia
$1.16M +$61.4K +2,617 +6%
FSC
58
Full Sail Capital
Oklahoma
$1.14M +$225K +9,613 +25%
SSWM
59
Smith Salley Wealth Management
North Carolina
$1.14M +$6.19K +264 +0.5%
Raymond James Financial
60
Raymond James Financial
Florida
$1.08M -$70.5K -3,008 -6%
EWM
61
EPG Wealth Management
Georgia
$1.07M -$30.5K -1,299 -3%
Northern Trust
62
Northern Trust
Illinois
$1.03M – – –
SSWM
63
Sheets Smith Wealth Management
North Carolina
$961K – – –
PCM
64
Parsons Capital Management
Rhode Island
$956K +$2.25K +96 +0.2%
VWM
65
VCI Wealth Management
Missouri
$955K +$98.9K +4,217 +12%
DADC
66
D.A. Davidson & Co
Montana
$952K -$98.3K -4,194 -9%
Kovitz Investment Group Partners
67
Kovitz Investment Group Partners
Illinois
$948K -$267K -11,365 -22%
CWM
68
Congress Wealth Management
Massachusetts
$939K +$172K +7,337 +22%
AWS
69
Atria Wealth Solutions
New York
$880K -$169K -7,013 -16%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$787K +$774 +33 +0.1%
BCG
71
Bravias Capital Group
New Jersey
$751K +$65.1K +2,776 +9%
Citigroup
72
Citigroup
New York
$742K -$27.2K -1,161 -4%
VC
73
Vicus Capital
Pennsylvania
$728K +$4.88K +208 +0.7%
Creative Planning
74
Creative Planning
Kansas
$720K +$6.47K +276 +0.9%
EWA
75
EP Wealth Advisors
California
$694K +$1.24K +53 +0.2%
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