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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 %
RF
176
Rossby Financial
Florida
$11.1K – – –
ACA
177
Aptus Capital Advisors
Alabama
$9.61K -$7.03K -300 -42%
SL
178
Salomon & Ludwin
Virginia
$9.27K – – –
EWA
179
EverSource Wealth Advisors
Alabama
$8.9K +$70 +3 +0.8%
AA
180
Addison Advisors
Vermont
$8.28K – – –
GIM
181
Glenmede Investment Management
Pennsylvania
$8.28K +$8.28K +353 New
HBW
182
Hazlett, Burt & Watson
West Virginia
$7K – – –
SWM
183
Spire Wealth Management
Virginia
$6.94K -$20.3K -865 -75%
BONH
184
Bank of New Hampshire
New Hampshire
$6.54K – – –
MWM
185
Mascoma Wealth Management
New Hampshire
$4.9K – – –
ADL
186
Asset Dedication LLC
California
$4.88K – – –
BFPW
187
BOK Financial Private Wealth
Colorado
$4.48K – – –
VFM
188
Vision Financial Markets
Connecticut
$2.39K +$23 +1 +1%
AUB
189
Atlantic Union Bankshares
Virginia
$2.35K +$2.35K +100 New
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$2.08K +$23 +1 +1%
WWM
191
Wolff Wiese Magana
California
$1.81K – – –
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$1.64K – – –
BLC
193
Brown, Lisle/Cummings
Rhode Island
$1.52K – – –
PFA
194
Pillar Financial Advisors
Kentucky
$1.17K – – –
CIAS
195
Capital Investment Advisory Services
North Carolina
$1.17K – – –
CI
196
CX Institutional
Indiana
$1K -$46.8K -1,824 -98%
HFS
197
Hughes Financial Services
Virginia
$985 – – –
AWM
198
Activest Wealth Management
Florida
$903 +$23 +1 +3%
SIS
199
Sound Income Strategies
Florida
$821 +$586 +25 +250%
NWM
200
Nova Wealth Management
Florida
$762 -$53.9K -2,264 -99%
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