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Fidelity MSCI Energy Index ETF
FENY

Overview Fund Activity

201 hedge funds and large institutions have $399M invested in Fidelity MSCI Energy Index ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-17
Holders Change %
-7.8%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
67
Reduced
72
Closed
34
Calls
$793K
Puts
–
Net Calls
+$793K
Net Calls Change
+$93K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.7M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$14.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$9.98M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$6M
5
QC
Quadrature Capital
United Kingdom
$6.27M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.74M
2
HighTower Advisors
HighTower Advisors
Illinois
$17.5M
3
UBS Group
UBS Group
Switzerland
$1.76M
4
ASN
Advisory Services Network
Georgia
$1.26M
5
Osaic Holdings
Osaic Holdings
Arizona
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
1
Lido Advisors
California
$36.6M +$1.51M +64,451 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$33.3M -$2.4M -102,357 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.7M +$23.2M +990,880 +428%
AM
4
AGF Management
Ontario, Canada
$21.1M +$1.34M +57,218 +7%
LPL Financial
5
LPL Financial
California
$18.2M -$348K -14,833 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
$17.5M -$6.48M -276,153 -27%
YC
7
Yarbrough Capital
Tennessee
$16.7M – – –
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$14.6M -$2.69M -114,502 -16%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$14.1M +$14.1M +599,460 +111,011%
Wells Fargo
10
Wells Fargo
California
$10.9M -$1.17M -49,974 -10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$9.98M +$8.01M +341,767 +407%
CCM
12
Cutler Capital Management
Massachusetts
$6.34M +$164K +6,999 +3%
KAS
13
Kestra Advisory Services
Texas
$6.27M +$1.11M +47,123 +21%
QC
14
Quadrature Capital
United Kingdom
$6.27M +$5M +213,192 +392%
Tudor Investment Corp
15
Tudor Investment Corp
Connecticut
$6M +$6M +255,728 New
GA
16
Guerra Advisors
Florida
$5.91M +$2.19M +93,492 +59%
Morgan Stanley
17
Morgan Stanley
New York
$5.28M -$102K -4,361 -2%
PAG
18
Private Advisor Group
New Jersey
$5.15M +$92K +3,925 +2%
Bank of America
19
Bank of America
North Carolina
$4.82M +$172K +7,347 +4%
EFM
20
Eley Financial Management
Vermont
$4.09M -$23K -981 -0.6%
KIA
21
KCM Investment Advisors
California
$4.06M -$148K -6,291 -4%
Ameriprise
22
Ameriprise
Minnesota
$4.03M +$460K +19,612 +13%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.02M -$3.84M -161,327 -49%
FPGK
24
Financial Partners Group (Kansas)
Kansas
$3.89M -$1.15M -49,186 -23%
TCM
25
Traynor Capital Management
Pennsylvania
$3.77M -$532K -22,568 -12%
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