We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

214 hedge funds and large institutions have $424M invested in Fidelity MSCI Energy Index ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

5% more funds holding

Funds holding: 203214 (+11)

5% more capital invested

Capital invested by funds: $403M → $424M (+$21.2M)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

3.04% less ownership

Funds ownership: 32.7%29.65% (-3%)

Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
66
Reduced
73
Closed
13
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$3.98M +$79.9K +3,301 +2%
TCM
27
Traynor Capital Management
Pennsylvania
$3.79M -$166K -6,875 -4%
MMA
28
Miracle Mile Advisors
California
$3.78M +$294K +12,167 +9%
FPGK
29
Financial Partners Group (Kansas)
Kansas
$3.5M -$591K -24,443 -15%
Jane Street
30
Jane Street
New York
$3.13M +$3.06M +126,557 New
AWM
31
AE Wealth Management
Kansas
$2.96M +$284K +11,733 +11%
SPIA
32
Steward Partners Investment Advisory
New York
$2.92M +$223K +9,210 +8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.91M -$220K -9,090 -7%
YWM
34
Yoder Wealth Management
California
$2.75M +$86.9K +3,590 +3%
MWM
35
Maltin Wealth Management
New Jersey
$2.67M +$71K +2,933 +3%
JCM
36
Jacobi Capital Management
Pennsylvania
$2.63M -$48.3K -1,995 -2%
TRIA
37
Trail Ridge Investment Advisors
Colorado
$2.59M +$11.4K +472 +0.5%
Stifel Financial
38
Stifel Financial
Missouri
$2.59M -$4.28K -177 -0.2%
MA
39
Maxele Advisors
Missouri
$2.42M -$87.4K -3,614 -4%
GS
40
GTS Securities
New York
$2.37M +$2.32M +95,971 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$2.15M +$314K +12,986 +18%
WQ
42
Wealth Quarterback
New Jersey
$2.12M +$120K +4,952 +6%
UBS Group
43
UBS Group
Switzerland
$2.04M +$183K +7,584 +10%
SF
44
Summit Financial
New Jersey
$2M +$1.65M +68,285 +538%
YIH
45
Y-Intercept (HK)
Hong Kong
$1.95M +$1.91M +78,867 New
SR
46
Syntax Research
Florida
$1.9M +$1.86M +76,986 New
SS
47
Sunbelt Securities
Texas
$1.89M -$748K -30,899 -29%
Raymond James Financial
48
Raymond James Financial
Florida
$1.88M +$719K +29,723 +64%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.86M +$1.82M +75,309 New
JP Morgan Chase
50
JP Morgan Chase
New York
$1.85M +$33.3K +1,377 +2%

FENY Hedge Fund Activity: Q3 2025 in Review

214 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q3 2025, worth a combined $424M — up 5.3% from $403M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FENY positions and 13 closed out — a net gain of 17 holders — while 66 added to existing stakes and 73 trimmed.

The largest buyer was Hilltop Wealth Advisors, opening a new position worth an estimated $12.6M. The largest seller was Envestnet Asset Management, cutting an estimated $15.5M.

  • 214 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q3 2025, up from 203 in Q2 2025.
  • Funds reported $424M of Fidelity MSCI Energy Index ETF stock for Q3 2025, up 5.3% quarter-over-quarter.
  • 30 funds opened new Fidelity MSCI Energy Index ETF positions in Q3 2025 and 13 closed out, a net change of +17 holders.
  • The largest Fidelity MSCI Energy Index ETF buyer in Q3 2025 was Hilltop Wealth Advisors, an estimated $12.6M added.
  • The largest Fidelity MSCI Energy Index ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2025.