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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
2.69%
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 %
MWM
126
Mission Wealth Management
California
$228K +$1.6K +68 +0.7%
CFS
127
CRA Financial Services
New Jersey
$222K -$2.93K -125 -1%
IAG
128
Investmark Advisory Group
Connecticut
$221K -$2.28K -97 -1%
HWA
129
Heartwood Wealth Advisors
Virginia
$221K – – –
BJL
130
Brighton Jones LLC
Washington
$215K +$215K +9,158 New
EH
131
Equitable Holdings
New York
$212K -$8.37K -357 -4%
MML Investors Services
132
MML Investors Services
Massachusetts
$211K -$6.34K -270 -3%
TIA
133
Traphagen Investment Advisors
New Jersey
$209K +$914 +39 +0.4%
IW
134
Instrumental Wealth
Florida
$209K +$209K +8,700 New
LWM
135
LongView Wealth Management
Georgia
$206K +$206K +8,771 New
BCM
136
Brookstone Capital Management
Illinois
$204K -$66.4K -2,832 -25%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$202K +$202K +8,634 New
BWM
138
BCS Wealth Management
Tennessee
$202K +$202K +8,603 New
CFB
139
Cullen/Frost Bankers
Texas
$193K +$174K +7,411 +909%
FFA
140
Farther Finance Advisors
California
$160K +$159K +6,800 +21,935%
JGIA
141
Jackson Grant Investment Advisers
Connecticut
$148K – – –
CA
142
Clearstead Advisors
Ohio
$134K – – –
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$131K +$99K +4,221 +311%
MCM
144
MAI Capital Management
Ohio
$127K – – –
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$122K +$120K +5,108 +4,602%
CFD
146
Creative Financial Designs
Indiana
$113K +$70 +3 +0.1%
LI
147
LRI Investments
Florida
$106K – – –
AWM
148
Accredited Wealth Management
Kentucky
$78.4K +$9.64K +411 +14%
NS
149
NBC Securities
Alabama
$69K -$51.6K -2,221 -43%
IA
150
IFP Advisors
Florida
$66.2K -$39.6K -1,691 -37%
4 5
6
7 8