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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 %
GWM
201
Geneos Wealth Management
Colorado
$3.32K 130 +130 New
Qube Research & Technologies (QRT)
202
Qube Research & Technologies (QRT)
United Kingdom
$2.84K 111 +104 +1,486%
VFM
203
Vision Financial Markets
Connecticut
$2.57K 101 +101 New
SSB
204
Sandy Spring Bank
Maryland
$2.56K 100 – –
DWM
205
Darwin Wealth Management
Florida
$2.4K 100 – –
WWM
206
Wolff Wiese Magana
California
$1.97K 77 – –
SFG
207
Stonebridge Financial Group
Pennsylvania
$1.94K 76 – –
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$1.83K 88 -467 -84%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$1.79K 70 – –
BLC
210
Brown, Lisle/Cummings
Rhode Island
$1.66K 65 – –
PFA
211
Pillar Financial Advisors
Kentucky
$1.28K 50 – –
CIAS
212
Capital Investment Advisory Services
North Carolina
$1.28K 50 – –
TFA
213
Toth Financial Advisory
Virginia
$1.13K 44 -6 -12%
HFS
214
Hughes Financial Services
Virginia
$1.08K 42 +42 New
AWM
215
Activest Wealth Management
Florida
$977 38 – –
FFA
216
Farther Finance Advisors
California
$796 31 – –
SIS
217
Sound Income Strategies
Florida
$256 10 – –
KWM
218
Kiker Wealth Management
Georgia
$79 3 +3 New
CWM
219
Centric Wealth Management
Illinois
– – -95,313 Closed
BAM
220
Belpointe Asset Management
Nevada
– – -42,164 Closed
PAS
221
Park Avenue Securities
New York
– – -15,249 Closed
LWA
222
LifeGoal Wealth Advisors
New York
– – -15,185 Closed
Bank of New York Mellon
223
Bank of New York Mellon
New York
– – -14,859 Closed
CFGS
224
Concourse Financial Group Securities
Alabama
– – -13,820 Closed
FFN
225
Focus Financial Network
Minnesota
– – -12,111 Closed
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