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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 %
Creative Planning
76
Creative Planning
Kansas
$695K 29,159 +3,236 +12%
CIA
77
Capital Investment Advisors
Georgia
$690K 28,922 -50 -0.2%
Truist Financial
78
Truist Financial
North Carolina
$687K 28,817 +224 +0.8%
Jane Street
79
Jane Street
New York
$676K 28,375 +28,375 New
PWA
80
Prairie Wealth Advisors
Nebraska
$662K 27,775 -1,575 -5%
FFL
81
Financial Freedom LLC
Ohio
$656K 27,504 +191 +0.7%
KPWM
82
KDK Private Wealth Management
Texas
$621K 26,043 +26,043 New
SPC
83
Sigma Planning Corp
Michigan
$607K 25,445 -3,887 -13%
PS
84
Principal Securities
Iowa
$605K 25,388 +4,625 +22%
VA
85
Valmark Advisers
Ohio
$576K 24,156 +338 +1%
AWS
86
Atria Wealth Solutions
New York
$574K 24,081 -1,146 -5%
VWA
87
Visionary Wealth Advisors
Illinois
$521K 21,835 +844 +4%
Pathstone Holdings
88
Pathstone Holdings
New Jersey
$513K 21,523 +5,230 +32%
SA
89
Strategic Advisors
New York
$493K 20,677 +231 +1%
CWP
90
Core Wealth Partners
California
$473K 19,832 -4,760 -19%
GGS
91
Galvin Gaustad & Stein
Arizona
$441K 18,479 -1,052 -5%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$439K 18,434 +18,434 New
HI
93
Harbour Investments
Wisconsin
$437K 18,318 +262 +1%
CPL
94
CAP Partners LLC
Tennessee
$417K 17,498 +365 +2%
AFA
95
AA Financial Advisors
Ohio
$417K 17,479 +1,158 +7%
HF
96
HRT Financial
New York
$408K 17,150 +17,150 New
RA
97
RFG Advisory
Alabama
$400K 16,794 -1,350 -7%
SPIA
98
Steward Partners Investment Advisory
New York
$396K 16,616 -1,895 -10%
ACA
99
Atlas Capital Advisors
Wyoming
$393K 16,482 -700 -4%
PA
100
Parallel Advisors
California
$389K 16,301 – –
2 3
4
5 6