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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.

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 %
MWM
201
Mascoma Wealth Management
New Hampshire
$4.98K – – –
ADL
202
Asset Dedication LLC
California
$4.96K +$4.96K +208 New
BFPW
203
BOK Financial Private Wealth
Colorado
$4.55K – – –
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$2.62K – – –
DWM
205
Darwin Wealth Management
Florida
$2.4K +$2.4K +100 New
SSB
206
Sandy Spring Bank
Maryland
$2.38K – – –
WWM
207
Wolff Wiese Magana
California
$1.84K – – –
SFG
208
Stonebridge Financial Group
Pennsylvania
$1.81K +$1.81K +76 New
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$1.67K – – –
BLC
210
Brown, Lisle/Cummings
Rhode Island
$1.55K – – –
CIAS
211
Capital Investment Advisory Services
North Carolina
$1.19K – – –
TFA
212
Toth Financial Advisory
Virginia
$1.19K – – –
PFA
213
Pillar Financial Advisors
Kentucky
$1.19K +$1.19K +50 New
AWM
214
Activest Wealth Management
Florida
$907 – – –
FFA
215
Farther Finance Advisors
California
$739 -$620 -26 -46%
HNW
216
High Note Wealth
Minnesota
$358 +$358 +15 New
SIS
217
Sound Income Strategies
Florida
$238 – – –
SWM
218
Sugarloaf Wealth Management
Georgia
$238 – – –
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$167 +$167 +7 New
NS
220
NBC Securities
Alabama
$123 -$164K -6,660 -100%
DRP
221
Decker Retirement Planning
Utah
$95 +$95 +4 New
PWA
222
Primoris Wealth Advisors
Florida
– -$2.79M -126,063 Closed
SSW
223
Smith Shellnut Wilson
Mississippi
– -$1.54M -63,829 Closed
Prudential Financial
224
Prudential Financial
New Jersey
– -$1.02M -42,517 Closed
WWM
225
Western Wealth Management
Colorado
– -$993K -41,219 Closed
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