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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 %
CAMG
101
CWA Asset Management Group
Florida
$386K +$386K +16,452 New
CPL
102
CAP Partners LLC
Tennessee
$375K -$12.9K -552 -3%
LA
103
Lifeworks Advisors
Michigan
$372K +$59K +2,518 +19%
SM
104
Sweeney & Michel
California
$365K -$23.8K -969 -6%
BCA
105
Bay Colony Advisors
Massachusetts
$344K – – –
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$332K -$950K -40,529 -74%
COCM
107
Charter Oak Capital Management
New Hampshire
$327K -$17.4K -741 -5%
LWM
108
LJI Wealth Management
Indiana
$323K -$17.1K -729 -5%
HI
109
Harbour Investments
Wisconsin
$305K -$119K -5,083 -28%
SF
110
Summit Financial
New Jersey
$298K -$15.2K -650 -5%
TA
111
TrueWealth Advisors
Alabama
$294K -$4.34K -185 -1%
FT
112
Fiduciary Trust
Massachusetts
$282K – – –
SWP
113
Stratos Wealth Partners
Ohio
$281K -$10.3K -440 -4%
FFS
114
Fischer Financial Services
Pennsylvania
$279K -$25.2K -1,073 -8%
Goldman Sachs
115
Goldman Sachs
New York
$278K +$278K +11,839 New
FOFP
116
Fee-Only Financial Planning
South Carolina
$277K – – –
WMWM
117
Wilkins Miller Wealth Management
Alabama
$277K +$2.56K +109 +0.9%
EWA
118
Exencial Wealth Advisors
Oklahoma
$276K – – –
ACA
119
Atlas Capital Advisors
Wyoming
$271K -$305K -13,013 -53%
MHR
120
Matthew Hamilton Rosenberg
$267K – – –
CPA
121
Court Place Advisors
Maryland
$261K -$12.2K -520 -4%
MWM
122
Meridian Wealth Management
Kentucky
$258K -$1.22K -52 -0.5%
PWA
123
Primoris Wealth Advisors
Florida
$246K +$246K +10,500 New
WA
124
WealthTrust Axiom
Pennsylvania
$246K – – –
FIA
125
Foundations Investment Advisors
Arizona
$241K +$241K +10,281 New
3 4
5
6 7