Fidelity MSCI Energy Index ETF
FENY
224 hedge funds and large institutions have $513M invested in Fidelity MSCI Energy Index ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 17 closing their positions.
7,625% more call options, than puts
Call options by funds: $927K | Put options by funds: $12K
176% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 17
14% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 65
10% more funds holding
Funds holding: 203 → 224 (+21)
0.66% more ownership
Funds ownership: 33.97% → 34.63% (+0.66%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $523M → $513M (-$9.77M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.13M |
| 3 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$3.04M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$3.04M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.2M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$9.95M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.07M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.57M |
| 5 |
PWA
Primoris Wealth Advisors
North Palm Beach,
Florida
|
-$2.79M |
FENY Hedge Fund Activity: Q4 2024 in Review
224 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q4 2024, worth a combined $513M — down 1.9% from $523M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new FENY positions and 17 closed out — a net gain of 30 holders — while 74 added to existing stakes and 65 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.5M. The largest seller was Envestnet Asset Management, cutting an estimated $18.2M.
- 224 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q4 2024, up from 203 in Q3 2024.
- Funds reported $513M of Fidelity MSCI Energy Index ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
- 47 funds opened new Fidelity MSCI Energy Index ETF positions in Q4 2024 and 17 closed out, a net change of +30 holders.
- The largest Fidelity MSCI Energy Index ETF buyer in Q4 2024 was LPL Financial, an estimated $9.5M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $18.2M sold.
Based on aggregated 13F filings for Q4 2024.