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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 %
CWP
101
Core Wealth Partners
California
$474K 18,547 -1,285 -6%
AFA
102
AA Financial Advisors
Ohio
$469K 18,339 +860 +5%
HI
103
Harbour Investments
Wisconsin
$462K 18,081 -237 -1%
GGS
104
Galvin Gaustad & Stein
Arizona
$451K 17,655 -824 -4%
TRCT
105
Tower Research Capital (TRC)
New York
$447K 17,491 -36,177 -67%
FTUS
106
Flow Traders U.S.
New York
$439K 17,165 +17,165 New
CPL
107
CAP Partners LLC
Tennessee
$422K 16,534 -964 -6%
SPIA
108
Steward Partners Investment Advisory
New York
$415K 16,234 -382 -2%
COCM
109
Charter Oak Capital Management
New Hampshire
$376K 14,707 -461 -3%
BCA
110
Bay Colony Advisors
Massachusetts
$371K 14,659 -274 -2%
LWM
111
LJI Wealth Management
Indiana
$370K 14,499 -1 -0%
SF
112
Summit Financial
New Jersey
$341K 13,348 -30 -0.2%
LA
113
Lifeworks Advisors
Michigan
$341K 13,338 +737 +6%
HF
114
HRT Financial
New York
$334K 13,077 -4,073 -24%
FFS
115
Fischer Financial Services
Pennsylvania
$332K 12,984 +3 +0%
SM
116
Sweeney & Michel
California
$329K 15,808 +15,808 New
TA
117
TrueWealth Advisors
Alabama
$325K 12,712 – –
CSS
118
Cubist Systematic Strategies
Connecticut
$320K 12,525 +12,525 New
SWP
119
Stratos Wealth Partners
Ohio
$318K 12,440 -817 -6%
FT
120
Fiduciary Trust
Massachusetts
$307K 12,010 – –
FOFP
121
Fee-Only Financial Planning
South Carolina
$302K 11,815 – –
EWA
122
Exencial Wealth Advisors
Oklahoma
$301K 11,765 – –
WMWM
123
Wilkins Miller Wealth Management
Alabama
$299K 11,702 -1,558 -12%
CPA
124
Court Place Advisors
Maryland
$298K 11,669 -1,005 -8%
BCM
125
Brookstone Capital Management
Illinois
$295K 11,539 -1,675 -13%
3 4
5
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