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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 %
AIC
176
Archer Investment Corporation
Indiana
$23.8K +$8.16K +342 +52%
AW
177
Avion Wealth
Texas
$19K +$19K +798 New
PWA
178
Physician Wealth Advisors
Utah
$17.6K +$17.6K +739 New
ACA
179
Aptus Capital Advisors
Alabama
$17.4K +$3.55K +149 +26%
GCM
180
Gables Capital Management
Florida
$16.7K – – –
FFA
181
Founders Financial Alliance
North Carolina
$16K – – –
TCM
182
Tradewinds Capital Management
Washington
$15.3K +$119 +5 +0.8%
FCMT
183
Founders Capital Management (Texas)
Texas
$14.1K – – –
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$13.6K +$11.5K +468 +538%
HWM
185
HighMark Wealth Management
Minnesota
$12.5K +$7.78K +326 +163%
PK
186
Pflug Koory
Nebraska
$11.7K – – –
MHIP
187
Mountain Hill Investment Partners
New Jersey
$11.5K +$11.5K +484 New
CFB
188
Cullen/Frost Bankers
Texas
$11.4K -$7.96K -334 -41%
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$9.23K +$143 +6 +2%
SL
190
Salomon & Ludwin
Virginia
$9.2K – – –
PCA
191
PMV Capital Advisers
Texas
$9.11K +$9.11K +382 New
EWA
192
EverSource Wealth Advisors
Alabama
$8.9K – – –
AA
193
Addison Advisors
Vermont
$8.42K – – –
EW
194
Element Wealth
Mississippi
$8.13K +$48 +2 +0.6%
HBW
195
Hazlett, Burt & Watson
West Virginia
$8K +$4K +150 +100%
NRG
196
Nemes Rush Group
Michigan
$7.92K +$7.92K +332 New
AWM
197
Avior Wealth Management
Nebraska
$7.4K +$7.4K +310 New
BONH
198
Bank of New Hampshire
New Hampshire
$6.65K – – –
VWM
199
Venturi Wealth Management
Texas
$5.7K -$1.57K -66 -22%
EWM
200
Evermay Wealth Management
Virginia
$5.36K – – –
6 7
8
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