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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 Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
126
Charles Schwab
California
$283K +$283K +11,871 New
FOFP
127
Fee-Only Financial Planning
South Carolina
$282K -$23.8K -1,000 -8%
EWA
128
Exencial Wealth Advisors
Oklahoma
$280K – – –
EWS
129
Evergreen Wealth Solutions
Pennsylvania
$277K -$89K -3,735 -24%
MHR
130
Matthew Hamilton Rosenberg
$272K – – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$261K +$84.8K +3,553 +48%
HWA
132
Heartwood Wealth Advisors
Virginia
$256K – – –
VAG
133
VisionPoint Advisory Group
Texas
$250K +$250K +10,350 New
MWM
134
Meridian Wealth Management
Kentucky
$250K -$125K -5,232 -33%
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$246K +$246K +10,307 New
WA
136
WealthTrust Axiom
Pennsylvania
$243K – – –
IAG
137
Investmark Advisory Group
Connecticut
$240K +$5.65K +237 +2%
MWM
138
Mission Wealth Management
California
$233K +$6.1K +256 +3%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$231K +$114K +4,791 +97%
GC
140
Grimes & Company
Massachusetts
$231K +$231K +9,691 New
PG
141
Prostatis Group
Maryland
$227K -$2.04M -85,410 -90%
CFS
142
CRA Financial Services
New Jersey
$225K – – –
Goldman Sachs
143
Goldman Sachs
New York
$222K +$222K +9,294 New
Brown Advisory
144
Brown Advisory
Maryland
$219K – – –
TIA
145
Traphagen Investment Advisors
New Jersey
$211K +$977 +41 +0.5%
SMAM
146
Sugar Maple Asset Management
Wisconsin
$182K -$63.1K -2,645 -26%
CP
147
Castleview Partners
Texas
$180K +$180K +7,441 New
CAS
148
Coppell Advisory Solutions
Texas
$168K -$16.7K -708 -9%
JGIA
149
Jackson Grant Investment Advisers
Connecticut
$150K +$150K +6,291 New
CA
150
Clearstead Advisors
Ohio
$136K -$9.42K -395 -6%
4 5
6
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