FENY icon

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 %
CWM
176
Cranbrook Wealth Management
Michigan
$20.6K 805 +805 New
AW
177
Avion Wealth
Texas
$19K 798 – –
PWA
178
Physician Wealth Advisors
Utah
$18.9K 739 – –
ACA
179
Aptus Capital Advisors
Alabama
$18.1K 710 -19 -3%
GCM
180
Gables Capital Management
Florida
$17.9K 701 – –
FFA
181
Founders Financial Alliance
North Carolina
$17.1K 670 – –
TCM
182
Tradewinds Capital Management
Washington
$16.5K 645 +5 +0.8%
FCMT
183
Founders Capital Management (Texas)
Texas
$15.2K 593 – –
BNP Paribas Financial Markets
184
BNP Paribas Financial Markets
France
$13.8K 540 -100,060 -99%
HWM
185
HighMark Wealth Management
Minnesota
$12.8K 500 -26 -5%
BBHC
186
Brown Brothers Harriman & Co
New York
$12.8K 500 +500 New
PK
187
Pflug Koory
Nebraska
$12.5K 490 – –
MHIP
188
Mountain Hill Investment Partners
New Jersey
$12.5K 488 +4 +0.8%
RF
189
Rossby Financial
Florida
$10.7K 474 +474 New
SL
190
Salomon & Ludwin
Virginia
$9.86K 386 – –
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$9.65K 378 -9 -2%
EWA
192
EverSource Wealth Advisors
Alabama
$9.61K 376 +3 +0.8%
AA
193
Addison Advisors
Vermont
$9.02K 353 – –
NRG
194
Nemes Rush Group
Michigan
$8.48K 332 – –
HBW
195
Hazlett, Burt & Watson
West Virginia
$8K 300 – –
BONH
196
Bank of New Hampshire
New Hampshire
$7.13K 279 – –
MWM
197
Mascoma Wealth Management
New Hampshire
$5.34K 209 – –
ADL
198
Asset Dedication LLC
California
$5.32K 208 – –
BFPW
199
BOK Financial Private Wealth
Colorado
$4.88K 191 – –
Russell Investments Group
200
Russell Investments Group
United Kingdom
$4.65K 182 +182 New
6 7
8
9 10