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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 %
NS
151
NBC Securities
Alabama
$132K 5,193 +5,188 +103,760%
CFD
152
Creative Financial Designs
Indiana
$124K 4,835 +3 +0.1%
LI
153
LRI Investments
Florida
$116K 4,536 – –
IA
154
IFP Advisors
Florida
$115K 4,513 -673 -13%
Comerica Bank
155
Comerica Bank
Texas
$101K 3,958 -121 -3%
CRFG
156
Columbia River Financial Group
Washington
$95K 3,756 +3,756 New
Franklin Resources
157
Franklin Resources
California
$91.1K 3,565 – –
GWSG
158
GPS Wealth Strategies Group
Colorado
$88.6K 3,466 +3,466 New
AWM
159
Accredited Wealth Management
Kentucky
$74.9K 2,930 +249 +9%
NWM
160
Nova Wealth Management
Florida
$58.7K 2,296 -2,182 -49%
LFG
161
Larson Financial Group
Missouri
$53.6K 2,099 +4 +0.2%
CI
162
CX Institutional
Indiana
$48K 1,863 +1,863 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$46.5K 1,821 +821 +82%
IAS
164
IMA Advisory Services
Colorado
$38.4K 1,501 +1,501 New
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$34.7K 1,358 +1,248 +1,135%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$33.2K 1,300 – –
BWM
167
Bernard Wealth Management
Michigan
$32.3K 1,263 – –
CAM
168
Creekmur Asset Management
Illinois
$31K 1,212 +7 +0.6%
SMA
169
Sage Mountain Advisors
Georgia
$30.7K 1,200 – –
SWM
170
Spire Wealth Management
Virginia
$29.7K 1,161 +98 +9%
EB
171
Eastern Bank
Massachusetts
$28.9K 1,133 – –
AF
172
Allworth Financial
California
$28.1K 1,244 +19 +2%
AIC
173
Archer Investment Corporation
Indiana
$24.2K 949 -47 -5%
CCM
174
Chilton Capital Management
Texas
$23.3K 913 +913 New
CFB
175
Cullen/Frost Bankers
Texas
$20.8K 815 +336 +70%
5 6
7
8 9