We are live on ! Find out more
FENY icon

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
OA
251
Operose Advisors
Wisconsin
$1.7K +$1.49K +50 New
QAM
252
Q3 Asset Management
Michigan
$1.66K +$1.45M +48,753 New
WP
253
WealthShield Partners
North Carolina
$1.56K +$1.37K +46 New
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$1.46K -$803 -27 -39%
HFS
255
Hughes Financial Services
Virginia
$1.43K
GIA
256
GHP Investment Advisors
Colorado
$851 +$743 +25 New
AWM
257
Activest Wealth Management
Florida
$767 +$30 +1 +5%
DWP
258
Destiny Wealth Partners
Florida
$340 +$297 +10 New
SIS
259
Sound Income Strategies
Florida
$328
ATPW
260
Ashton Thomas Private Wealth
Arizona
$102 +$89 +3 New
DWM
261
Darwin Wealth Management
Florida
$23
HWA
262
Hilltop Wealth Advisors
North Carolina
-$13.2M -534,019 Closed
TGAM
263
TBH Global Asset Management
Tennessee
-$4.94M -130,600 Closed
SR
264
Syntax Research
Florida
-$2.01M -81,150 Closed
HF
265
HRT Financial
New York
-$685K -27,661 Closed
TSS
266
Two Sigma Securities
New York
-$666K -26,907 Closed
FTUS
267
Flow Traders U.S.
New York
-$570K -23,004 Closed
Point72 Asset Management
268
Point72 Asset Management
Connecticut
-$292K -11,806 Closed
HWA
269
Heartwood Wealth Advisors
Virginia
-$233K -9,409 Closed
SAG
270
SageView Advisory Group
California
-$34.7K -1,400 Closed
Deutsche Bank
271
Deutsche Bank
Germany
-$24.7K -997 Closed
RWM
272
RMG Wealth Management
Wisconsin
-$81.7K -890 Closed
IIM
273
IFC & Insurance Marketing
California
-$10K -407 Closed
BONH
274
Bank of New Hampshire
New Hampshire
-$6.91K -279 Closed
FHA
275
Flagship Harbor Advisors
Massachusetts
-$6.19K -249 Closed

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.