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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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$143M 5,589,595 +5,225 +0.1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.9M 1,523,883 -7,202 -0.5%
Lido Advisors
3
Lido Advisors
California
$38.3M 1,497,374 -164,136 -10%
HighTower Advisors
4
HighTower Advisors
Illinois
$26.1M 1,022,058 +17,908 +2%
AM
5
AGF Management
Ontario, Canada
$21.5M 840,702 +21,921 +3%
LPL Financial
6
LPL Financial
California
$20.2M 789,319 +75,593 +11%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$18.8M 735,256 -5,753 -0.8%
YC
8
Yarbrough Capital
Tennessee
$18.2M 711,695 – –
Wells Fargo
9
Wells Fargo
California
$13.2M 515,280 -151,739 -23%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.44M 329,982 +157,453 +91%
UBS Group
11
UBS Group
Switzerland
$7.73M 302,447 +12,946 +4%
CCM
12
Cutler Capital Management
Massachusetts
$6.73M 263,510 -395 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.92M 231,768 -103,504 -31%
Morgan Stanley
14
Morgan Stanley
New York
$5.86M 229,433 -6,902 -3%
ASN
15
Advisory Services Network
Georgia
$5.85M 228,936 +7,977 +4%
KAS
16
Kestra Advisory Services
Texas
$5.63M 220,453 -1,397 -0.6%
PAG
17
Private Advisor Group
New Jersey
$5.51M 215,603 +163,289 +312%
FPGK
18
Financial Partners Group (Kansas)
Kansas
$5.5M 215,137 -8,311 -4%
Bank of America
19
Bank of America
North Carolina
$5.06M 198,113 -30,055 -13%
TCM
20
Traynor Capital Management
Pennsylvania
$4.67M 182,661 -4,684 -3%
KIA
21
KCM Investment Advisors
California
$4.59M 179,584 -5,526 -3%
EFM
22
Eley Financial Management
Vermont
$4.51M 175,572 +164 +0.1%
GA
23
Guerra Advisors
Florida
$4.05M 158,585 +158,585 New
NA
24
NewEdge Advisors
Louisiana
$3.89M 152,193 -95,887 -39%
Ameriprise
25
Ameriprise
Minnesota
$3.87M 152,134 +11,068 +8%
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