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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

199 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, 66 increasing their positions, 71 reducing their positions, and 34 closing their positions.

Holders
199
Holders Change
-19
Holders Change %
-8.72%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
66
Reduced
71
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.7M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$14.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$9.98M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$6M
5
QC
5
Quadrature Capital
United Kingdom
$6.27M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.74M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$17.5M
3
UBS Group
3
UBS Group
Switzerland
$1.76M
4
ASN
4
Advisory Services Network
Georgia
$1.26M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.02M
Name Market Value Shares Shares
Change 		Shares
Change %
CAMG
101
CWA Asset Management Group
Florida
$386K 16,452 +16,452 New
CPL
102
CAP Partners LLC
Tennessee
$375K 15,982 -552 -3%
LA
103
Lifeworks Advisors
Michigan
$372K 15,856 +2,518 +19%
SM
104
Sweeney & Michel
California
$365K 14,839 -969 -6%
BCA
105
Bay Colony Advisors
Massachusetts
$344K 14,659 – –
COCM
106
Charter Oak Capital Management
New Hampshire
$327K 13,966 -741 -5%
LWM
107
LJI Wealth Management
Indiana
$323K 13,770 -729 -5%
HI
108
Harbour Investments
Wisconsin
$305K 12,998 -5,083 -28%
SF
109
Summit Financial
New Jersey
$298K 12,698 -650 -5%
TA
110
TrueWealth Advisors
Alabama
$294K 12,527 -185 -1%
FT
111
Fiduciary Trust
Massachusetts
$282K 12,010 – –
SWP
112
Stratos Wealth Partners
Ohio
$281K 12,000 -440 -4%
FFS
113
Fischer Financial Services
Pennsylvania
$279K 11,911 -1,073 -8%
Goldman Sachs
114
Goldman Sachs
New York
$278K 11,839 +11,839 New
FOFP
115
Fee-Only Financial Planning
South Carolina
$277K 11,815 – –
WMWM
116
Wilkins Miller Wealth Management
Alabama
$277K 11,811 +109 +0.9%
EWA
117
Exencial Wealth Advisors
Oklahoma
$276K 11,765 – –
ACA
118
Atlas Capital Advisors
Wyoming
$271K 11,566 -13,013 -53%
MHR
119
Matthew Hamilton Rosenberg
$267K 11,394 – –
CPA
120
Court Place Advisors
Maryland
$261K 11,149 -520 -4%
MWM
121
Meridian Wealth Management
Kentucky
$258K 10,993 -52 -0.5%
PWA
122
Primoris Wealth Advisors
Florida
$246K 10,500 +10,500 New
WA
123
WealthTrust Axiom
Pennsylvania
$246K 10,500 – –
FIA
124
Foundations Investment Advisors
Arizona
$241K 10,281 +10,281 New
MWM
125
Mission Wealth Management
California
$228K 9,703 +68 +0.7%
3 4
5
6 7