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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
2.7%
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 %
Truist Financial
76
Truist Financial
North Carolina
$681K -$23.2K -986 -3%
FFL
77
Financial Freedom LLC
Ohio
$656K +$5.86K +250 +0.9%
USCWA
78
U.S. Capital Wealth Advisors
Texas
$638K -$52.8K -2,250 -8%
ANBT
79
American National Bank & Trust
Texas
$636K +$16.3K +693 +3%
CIA
80
Capital Investment Advisors
Georgia
$631K -$32.5K -1,385 -5%
PWA
81
Prairie Wealth Advisors
Nebraska
$626K -$6.45K -275 -1%
BOM
82
Bank of Marin
California
$625K -$19.6K -834 -3%
SCA
83
Snowden Capital Advisors
New York
$613K -$94.9K -4,049 -13%
KPWM
84
KDK Private Wealth Management
Texas
$592K -$16.3K -693 -3%
RF
85
Roxbury Financial
New Jersey
$577K -$187K -7,954 -24%
OFS
86
OneAscent Financial Services
Alabama
$557K +$557K +23,737 New
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$556K +$82.3K +3,424 +17%
PS
88
Principal Securities
Iowa
$551K -$45.1K -1,922 -8%
VA
89
Valmark Advisers
Ohio
$550K +$9.85K +420 +2%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$549K -$10.8K -460 -2%
AAS
91
Ameritas Advisory Services
Nebraska
$497K -$232K -9,910 -32%
CP
92
Castleview Partners
Texas
$482K +$36.1K +1,538 +8%
SC
93
Soundwatch Capital
Connecticut
$476K +$476K +482,182 New
SA
94
Strategic Advisors
New York
$465K -$6.12K -261 -1%
AFA
95
AA Financial Advisors
Ohio
$448K +$18.3K +779 +4%
SPC
96
Sigma Planning Corp
Michigan
$448K -$13.1K -558 -3%
CWP
97
Core Wealth Partners
California
$435K – – –
BFA
98
Beaumont Financial Advisors
Massachusetts
$412K -$27.1K -1,155 -6%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$407K +$135K +5,746 +50%
GGS
100
Galvin Gaustad & Stein
Arizona
$399K -$14.6K -622 -4%
2 3
4
5 6