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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 %
VWM
101
VCI Wealth Management
Missouri
$379K 15,902 +626 +4%
TSS
102
Two Sigma Securities
New York
$378K 15,859 +3,767 +31%
ANBT
103
American National Bank & Trust
Texas
$372K 15,620 +9,357 +149%
CWM
104
Congress Wealth Management
Massachusetts
$364K 15,286 +3,028 +25%
PAS
105
Park Avenue Securities
New York
$364K 15,249 -18,215 -54%
LWA
106
LifeGoal Wealth Advisors
New York
$362K 15,185 +15,185 New
COCM
107
Charter Oak Capital Management
New Hampshire
$362K 15,168 -19 -0.1%
BCA
108
Bay Colony Advisors
Massachusetts
$356K 14,933 +1 +0%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$354K 14,859 -8,811 -37%
CFGS
110
Concourse Financial Group Securities
Alabama
$353K 13,820 +91 +0.7%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$353K 14,806 -398 -3%
LWM
112
LJI Wealth Management
Indiana
$346K 14,500 -665 -4%
AWM
113
Able Wealth Management
New Jersey
$342K 14,345 -2,183 -13%
SF
114
Summit Financial
New Jersey
$319K 13,378 -586 -4%
WMWM
115
Wilkins Miller Wealth Management
Alabama
$316K 13,260 +13,260 New
SWP
116
Stratos Wealth Partners
Ohio
$316K 13,257 -1,358 -9%
BCM
117
Brookstone Capital Management
Illinois
$315K 13,214 -414 -3%
FFS
118
Fischer Financial Services
Pennsylvania
$309K 12,981 +12,981 New
TA
119
TrueWealth Advisors
Alabama
$303K 12,712 -20 -0.2%
CPA
120
Court Place Advisors
Maryland
$302K 12,674 -2,196 -15%
LA
121
Lifeworks Advisors
Michigan
$300K 12,601 +2,034 +19%
EH
122
Equitable Holdings
New York
$289K 12,116 -2,920 -19%
FFN
123
Focus Financial Network
Minnesota
$289K 12,111 +659 +6%
MML Investors Services
124
MML Investors Services
Massachusetts
$287K 12,019 -283 -2%
FT
125
Fiduciary Trust
Massachusetts
$286K 12,010 – –
3 4
5
6 7