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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.

New
Increased
Maintained
Reduced
Closed
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 %
MCM
151
MAI Capital Management
Ohio
$129K +$129K +5,397 New
IA
152
IFP Advisors
Florida
$124K -$176K -7,380 -59%
CFD
153
Creative Financial Designs
Indiana
$115K +$72 +3 +0.1%
LI
154
LRI Investments
Florida
$108K – – –
NWM
155
Nova Wealth Management
Florida
$107K +$107K +4,478 New
Comerica Bank
156
Comerica Bank
Texas
$97.2K +$1.96K +82 +2%
BCA
157
Bray Capital Advisors
Florida
$85.2K – – –
Franklin Resources
158
Franklin Resources
California
$85K – – –
AWM
159
AE Wealth Management
Kansas
$82.4K -$2.38M -99,888 -97%
AWM
160
Accredited Wealth Management
Kentucky
$63.9K +$63.9K +2,681 New
PFA
161
Pathway Financial Advisers
Indiana
$55.1K +$548 +23 +1%
CAL
162
Capital Analysts LLC
Pennsylvania
$50K +$50K +2,118 New
LFG
163
Larson Financial Group
Missouri
$49.9K +$49.2K +2,062 +6,248%
KIM
164
Kestra Investment Management
Texas
$39.2K +$39.2K +1,643 New
GRP
165
Global Retirement Partners
California
$34K +$33K +1,382 +3,141%
HNB
166
Huntington National Bank
Ohio
$32K – – –
AF
167
Allworth Financial
California
$31.3K +$3.53K +138 +13%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$31K +$19.1K +800 +160%
BWM
169
Bernard Wealth Management
Michigan
$30.1K +$30.1K +1,263 New
CAM
170
Creekmur Asset Management
Illinois
$28.7K +$143 +6 +0.5%
SMA
171
Sage Mountain Advisors
Georgia
$28.6K – – –
EB
172
Eastern Bank
Massachusetts
$27K – – –
NWWA
173
New Wave Wealth Advisors
Arkansas
$27K +$27K +1,131 New
SWM
174
Spire Wealth Management
Virginia
$25.3K -$3K -126 -11%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$23.8K – – –
5 6
7
8 9