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Fidelity MSCI Energy Index ETF

259 hedge funds and large institutions have $778M invested in Fidelity MSCI Energy Index ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 88 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

94% more capital invested

Capital invested by funds: $401M → $778M (+$376M)

44% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 61

19% more funds holding

Funds holding: 218259 (+41)

10.98% more ownership

Funds ownership: 28.69%39.67% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
259
Holders Change
+41
Holders Change %
+18.81%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
67
Increased
88
Reduced
61
Closed
19
Calls
$3.67M
Puts
Net Calls
+$3.67M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Addison Advisors
Vermont
$12K
SL
227
Salomon & Ludwin
Virginia
$11K -$1.04K -35 -10%
RF
228
Rossby Financial
Florida
$10.6K
AWM
229
Abound Wealth Management
Tennessee
$10.4K +$9.04K +304 New
HBW
230
Hazlett, Burt & Watson
West Virginia
$10K
DRP
231
Decker Retirement Planning
Utah
$9.02K
SWM
232
Spire Wealth Management
Virginia
$8.45K +$178 +6 +2%
MWM
233
Mascoma Wealth Management
New Hampshire
$7.11K
ADL
234
Asset Dedication LLC
California
$7.08K
NL
235
NorthAvenue LLC
Ohio
$7.08K
TWC
236
TD Waterhouse Canada
Ontario, Canada
$6.56K +$5.95K +200 New
BFPW
237
BOK Financial Private Wealth
Colorado
$6.5K
RBC
238
Roble Belko & Company
Pennsylvania
$6K
ACA
239
Aptus Capital Advisors
Alabama
$5.54K -$7.37K -248 -60%
SRCM
240
Signature Resources Capital Management
California
$5.17K
TCM
241
Triumph Capital Management
Colorado
$4.12K +$3.6K +121 New
Russell Investments Group
242
Russell Investments Group
United Kingdom
$3.61K +$3.15K +106 New
NWM
243
Nova Wealth Management
Florida
$3.59K +$3.12K +105 New
VFM
244
Vision Financial Markets
Connecticut
$3.53K
TC
245
Truvestments Capital
Florida
$2.72K +$2.38K +80 New
WWM
246
Wolff Wiese Magana
California
$2.62K
BLC
247
Brown, Lisle/Cummings
Rhode Island
$2.21K
AssetMark Inc
248
AssetMark Inc
California
$1.7K
CIAS
249
Capital Investment Advisory Services
North Carolina
$1.7K
PFA
250
Pillar Financial Advisors
Kentucky
$1.7K

FENY Hedge Fund Activity: Q1 2026 in Review

259 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2026, worth a combined $778M — up 94% from $401M a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FENY positions and 19 closed out — a net gain of 48 holders — while 88 added to existing stakes and 61 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $71.5M. The largest seller was Hilltop Wealth Advisors, exiting entirely with an estimated $13.2M sold.

  • 259 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2026, up from 218 in Q4 2025.
  • Funds reported $778M of Fidelity MSCI Energy Index ETF stock for Q1 2026, up 94% quarter-over-quarter.
  • 67 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2026 and 19 closed out, a net change of +48 holders.
  • The largest Fidelity MSCI Energy Index ETF buyer in Q1 2026 was Charles Schwab, an estimated $71.5M added.
  • The largest Fidelity MSCI Energy Index ETF seller in Q1 2026 was Hilltop Wealth Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2026.