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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 %
Jones Financial Companies
126
Jones Financial Companies
Missouri
$291K 11,523 +1,814 +19%
MHR
127
Matthew Hamilton Rosenberg
$291K 11,394 – –
MWM
128
Meridian Wealth Management
Kentucky
$282K 11,045 +559 +5%
WA
129
WealthTrust Axiom
Pennsylvania
$268K 10,500 +300 +3%
AWM
130
Able Wealth Management
New Jersey
$261K 10,210 -4,135 -29%
MWM
131
Mission Wealth Management
California
$246K 9,635 -150 -2%
CFS
132
CRA Financial Services
New Jersey
$245K 9,575 +125 +1%
IAG
133
Investmark Advisory Group
Connecticut
$244K 9,532 -550 -5%
HWA
134
Heartwood Wealth Advisors
Virginia
$240K 9,409 -1,314 -12%
EH
135
Equitable Holdings
New York
$240K 9,406 -2,710 -22%
MML Investors Services
136
MML Investors Services
Massachusetts
$237K 9,257 -2,762 -23%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$237K 9,271 +9,271 New
TSS
138
Two Sigma Securities
New York
$233K 9,107 -6,752 -43%
TIA
139
Traphagen Investment Advisors
New Jersey
$227K 8,894 +58 +0.7%
RA
140
RFG Advisory
Alabama
$219K 8,590 -8,204 -49%
CAC
141
Certified Advisory Corp
Florida
$217K 8,504 +8,504 New
PA
142
Parallel Advisors
California
$212K 8,301 -8,000 -49%
DFG
143
Delta Financial Group
New Jersey
$212K 8,325 +8,325 New
NWMG
144
National Wealth Management Group
Ohio
$209K 8,167 +8,167 New
BCI
145
Brinker Capital Investments
Pennsylvania
$208K 8,144 +8,144 New
OPS
146
Orion Portfolio Solutions
Nebraska
$208K 8,144 +8,144 New
EFG
147
Elm3 Financial Group
Georgia
$200K 7,846 +7,846 New
JGIA
148
Jackson Grant Investment Advisers
Connecticut
$161K 6,291 – –
CA
149
Clearstead Advisors
Ohio
$146K 5,715 – –
MCM
150
MAI Capital Management
Ohio
$138K 5,397 – –
4 5
6
7 8