FENY icon

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 %
Truist Financial
76
Truist Financial
North Carolina
$766K 29,977 +1,160 +4%
IC
77
Inscription Capital
Texas
$762K 29,473 +29,473 New
EWA
78
EP Wealth Advisors
California
$755K 29,557 -196 -0.7%
USCWA
79
U.S. Capital Wealth Advisors
Texas
$753K 29,473 +29,473 New
BCG
80
Bravias Capital Group
New Jersey
$748K 29,261 -983 -3%
CIA
81
Capital Investment Advisors
Georgia
$723K 28,283 -639 -2%
YIH
82
Y-Intercept (HK)
Hong Kong
$718K 28,107 +28,107 New
FFL
83
Financial Freedom LLC
Ohio
$708K 27,708 +204 +0.7%
BOM
84
Bank of Marin
California
$702K 27,487 -1,692 -6%
PWA
85
Prairie Wealth Advisors
Nebraska
$689K 26,960 -815 -3%
GS
86
GWN Securities
Florida
$675K 28,693 +28,693 New
ANBT
87
American National Bank & Trust
Texas
$675K 26,422 +10,802 +69%
KPWM
88
KDK Private Wealth Management
Texas
$663K 25,930 -113 -0.4%
ACA
89
Atlas Capital Advisors
Wyoming
$628K 24,579 +8,097 +49%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$610K 23,859 +12,928 +118%
PS
91
Principal Securities
Iowa
$606K 25,405 +17 +0.1%
Pathstone Holdings
92
Pathstone Holdings
New Jersey
$600K 23,507 +1,984 +9%
VA
93
Valmark Advisers
Ohio
$588K 23,020 -1,136 -5%
HCA
94
Heck Capital Advisors
Wisconsin
$587K 22,966 -52,740 -70%
VWA
95
Visionary Wealth Advisors
Illinois
$560K 21,904 +69 +0.3%
SA
96
Strategic Advisors
New York
$513K 20,093 -584 -3%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$504K 19,713 +4,907 +33%
SPC
98
Sigma Planning Corp
Michigan
$502K 19,644 -5,801 -23%
CP
99
Castleview Partners
Texas
$485K 18,999 +11,558 +155%
BFA
100
Beaumont Financial Advisors
Massachusetts
$479K 18,732 -12,140 -39%
2 3
4
5 6