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Fidelity MSCI Energy Index ETF

246 hedge funds and large institutions have $590M invested in Fidelity MSCI Energy Index ETF in 2026 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 70

5% less funds holding

Funds holding: 259246 (-13)

6.13% less ownership

Funds ownership: 39.67%33.54% (-6.1%)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

24% less capital invested

Capital invested by funds: $778M → $590M (-$188M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
246
Holders Change
-13
Holders Change %
-5.02%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
96
Reduced
70
Closed
41
Calls
$1.74M
Puts
Net Calls
+$1.74M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
26
Financial Partners Group (Kansas)
Kansas
$4.29M -$290K -9,093 -6%
PCP
27
Proficio Capital Partners
Massachusetts
$4.24M +$4.57M +143,520 New
KIA
28
KCM Investment Advisors
California
$3.88M -$21.7K -682 -0.5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.6M -$86.9K -2,728 -2%
Stifel Financial
30
Stifel Financial
Missouri
$3.43M -$44.5K -1,398 -1%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$3.42M +$285K +8,956 +8%
MWM
32
Maltin Wealth Management
New Jersey
$3.36M -$364K -11,431 -9%
NA
33
NewEdge Advisors
Louisiana
$3.23M +$183K +5,741 +6%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$3.18M +$290K +9,104 +9%
JCM
35
Jacobi Capital Management
Pennsylvania
$3.14M +$7.68K +241 +0.2%
YWM
36
Yoder Wealth Management
California
$2.99M -$368K -11,541 -10%
WQ
37
Wealth Quarterback
New Jersey
$2.96M +$462K +14,495 +17%
PAS
38
Park Avenue Securities
New York
$2.96M +$1.51M +47,265 +90%
UBS Group
39
UBS Group
Switzerland
$2.96M +$589K +18,484 +23%
Kovitz Investment Group Partners
40
Kovitz Investment Group Partners
Illinois
$2.95M +$1.5M +47,004 +89%
TFA
41
Transamerica Financial Advisors
Florida
$2.94M +$2.51M +78,926 +383%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$2.93M +$3.15M +99,033 New
MA
43
Maxele Advisors
Missouri
$2.76M +$2.97M +93,347 New
TRIA
44
Trail Ridge Investment Advisors
Colorado
$2.61M -$721K -22,642 -20%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$2.31M +$2.49M +78,282 New
AAP
46
Arax Advisory Partners
Colorado
$2.14M +$2.28M +71,594 +10,622%
Mariner
47
Mariner
Kansas
$2.01M +$159K +4,988 +8%
JP Morgan Chase
48
JP Morgan Chase
New York
$2M -$11.8M -369,990 -85%
Raymond James Financial
49
Raymond James Financial
Florida
$1.95M -$97.6K -3,064 -4%
BFA
50
Beaumont Financial Advisors
Massachusetts
$1.9M +$103K +3,225 +5%

FENY Hedge Fund Activity: Q2 2026 in Review

246 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2026, worth a combined $590M — down 24% from $778M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of FENY and 34 opened new positions — a net loss of 7 holders — while 70 trimmed existing stakes and 96 added.

The largest buyer was Envestnet Asset Management, adding an estimated $21M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $47.7M.

  • 246 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2026, down from 259 in Q1 2026.
  • Funds reported $590M of Fidelity MSCI Energy Index ETF stock for Q2 2026, down 24% quarter-over-quarter.
  • 34 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2026 and 41 closed out, a net change of -7 holders.
  • The largest Fidelity MSCI Energy Index ETF buyer in Q2 2026 was Envestnet Asset Management, an estimated $21M added.
  • The largest Fidelity MSCI Energy Index ETF seller in Q2 2026 was BNP Paribas Financial Markets, an estimated $47.7M sold.

Based on aggregated 13F filings for Q2 2026.