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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 Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M 5,584,370 +8,290 +0.1%
Lido Advisors
2
Lido Advisors
California
$39.6M 1,661,510 +40,735 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$36.5M 1,531,085 +204,749 +15%
HighTower Advisors
4
HighTower Advisors
Illinois
$23.9M 1,004,150 +121,506 +14%
AM
5
AGF Management
Ontario, Canada
$19.5M 818,781 +121,540 +17%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$17.7M 741,009 -7,802 -1%
LPL Financial
7
LPL Financial
California
$17M 713,726 +379,299 +113%
YC
8
Yarbrough Capital
Tennessee
$17M 711,695 – –
Wells Fargo
9
Wells Fargo
California
$15.9M 667,019 +57,096 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.99M 335,272 -727,849 -68%
UBS Group
11
UBS Group
Switzerland
$6.9M 289,501 -6,039 -2%
CCM
12
Cutler Capital Management
Massachusetts
$6.29M 263,905 +2,412 +0.9%
NA
13
NewEdge Advisors
Louisiana
$5.91M 248,080 -6,500 -3%
Morgan Stanley
14
Morgan Stanley
New York
$5.63M 236,335 +20,204 +9%
Bank of America
15
Bank of America
North Carolina
$5.44M 228,168 +50,047 +28%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$5.33M 223,448 -18,163 -8%
KAS
17
Kestra Advisory Services
Texas
$5.29M 221,850 -397,199 -64%
ASN
18
Advisory Services Network
Georgia
$5.27M 220,959 +78,388 +55%
TCM
19
Traynor Capital Management
Pennsylvania
$4.47M 187,345 -18,650 -9%
KIA
20
KCM Investment Advisors
California
$4.41M 185,110 -13,744 -7%
EFM
21
Eley Financial Management
Vermont
$4.18M 175,408 +6,535 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.12M 172,529 -39,805 -19%
WQ
23
Wealth Quarterback
New Jersey
$3.99M 167,464 -5,204 -3%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$3.64M 152,393 -4,808 -3%
Ameriprise
25
Ameriprise
Minnesota
$3.36M 141,066 +10,963 +8%
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