Fidelity MSCI Energy Index ETF
FENY
220 hedge funds and large institutions have $539M invested in Fidelity MSCI Energy Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 80 reducing their positions, and 30 closing their positions.
23,333% more call options, than puts
Call options by funds: $703K | Put options by funds: $3K
5% more capital invested
Capital invested by funds: $513M → $539M (+$26.1M)
0.17% less ownership
Funds ownership: 34.63% → 34.46% (-0.17%)
3% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 30
2% less funds holding
Funds holding: 224 → 220 (-4)
15% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 80
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.06M |
| 2 |
GA
Guerra Advisors
Miami,
Florida
|
+$3.94M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.92M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.31M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
-$4.08M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.77M |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$3.22M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.57M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$2.5M |
FENY Hedge Fund Activity: Q1 2025 in Review
220 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2025, worth a combined $539M — up 5.1% from $513M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of FENY and 29 opened new positions — a net loss of 1 holder — while 80 trimmed existing stakes and 68 added.
The largest buyer was Private Advisor Group, adding an estimated $4.06M. The largest seller was Lido Advisors, cutting an estimated $4.08M.
- 220 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2025, down from 224 in Q4 2024.
- Funds reported $539M of Fidelity MSCI Energy Index ETF stock for Q1 2025, up 5.1% quarter-over-quarter.
- 29 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2025 and 30 closed out, a net change of -1 holder.
- The largest Fidelity MSCI Energy Index ETF buyer in Q1 2025 was Private Advisor Group, an estimated $4.06M added.
- The largest Fidelity MSCI Energy Index ETF seller in Q1 2025 was Lido Advisors, an estimated $4.08M sold.
Based on aggregated 13F filings for Q1 2025.