We are live on ! Find out more
FENY icon

Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $403M invested in Fidelity MSCI Energy Index ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 73

1.76% less ownership

Funds ownership: 34.46%32.7% (-1.8%)

8% less funds holding

Funds holding: 220203 (-17)

25% less capital invested

Capital invested by funds: $539M → $403M (-$136M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

Holders
203
Holders Change
-17
Holders Change %
-7.73%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
67
Reduced
73
Closed
36
Calls
$793K
Puts
Net Calls
+$793K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
51
Heck Capital Advisors
Wisconsin
$1.32M +$768K +33,516 +146%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.3M -$161K -7,043 -11%
TI
53
Tidal Investments
Wisconsin
$1.28M +$1.25M +54,669 New
LA
54
Lynch & Associates
Indiana
$1.28M +$28.9K +1,259 +2%
ASN
55
Advisory Services Network
Georgia
$1.26M -$4.04M -176,441 -77%
GJIA
56
Glass Jacobson Investment Advisors
Maryland
$1.17M -$16.2K -707 -1%
SWA
57
Stratos Wealth Advisors
Ohio
$1.16M -$71.2K -3,105 -6%
AWA
58
Arkadios Wealth Advisors
Georgia
$1.16M +$60K +2,617 +6%
FSC
59
Full Sail Capital
Oklahoma
$1.14M +$220K +9,613 +25%
SSWM
60
Smith Salley Wealth Management
North Carolina
$1.14M +$6.05K +264 +0.5%
Raymond James Financial
61
Raymond James Financial
Florida
$1.08M -$68.9K -3,008 -6%
EWM
62
EPG Wealth Management
Georgia
$1.07M -$29.8K -1,299 -3%
Northern Trust
63
Northern Trust
Illinois
$1.03M
SSWM
64
Sheets Smith Wealth Management
North Carolina
$961K
PCM
65
Parsons Capital Management
Rhode Island
$956K +$2.2K +96 +0.2%
VWM
66
VCI Wealth Management
Missouri
$955K +$96.6K +4,217 +12%
DADC
67
D.A. Davidson & Co
Montana
$952K -$96.1K -4,194 -9%
Kovitz Investment Group Partners
68
Kovitz Investment Group Partners
Illinois
$948K -$260K -11,365 -22%
CWM
69
Congress Wealth Management
Massachusetts
$939K +$168K +7,337 +22%
AWS
70
Atria Wealth Solutions
New York
$880K -$161K -7,013 -16%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$787K +$756 +33 +0.1%
BCG
72
Bravias Capital Group
New Jersey
$751K +$63.6K +2,776 +9%
Citigroup
73
Citigroup
New York
$742K -$26.6K -1,161 -4%
VC
74
Vicus Capital
Pennsylvania
$728K +$4.77K +208 +0.7%
Creative Planning
75
Creative Planning
Kansas
$720K +$6.33K +276 +0.9%

FENY Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2025, worth a combined $403M — down 25% from $539M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FENY and 22 opened new positions — a net loss of 14 holders — while 73 trimmed existing stakes and 67 added.

The largest buyer was Envestnet Asset Management, adding an estimated $22.7M. The largest seller was Fidelity Investments, cutting an estimated $126M.

  • 203 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2025, down from 220 in Q1 2025.
  • Funds reported $403M of Fidelity MSCI Energy Index ETF stock for Q2 2025, down 25% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2025 and 36 closed out, a net change of -14 holders.
  • The largest Fidelity MSCI Energy Index ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $22.7M added.
  • The largest Fidelity MSCI Energy Index ETF seller in Q2 2025 was Fidelity Investments, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2025.