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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
BFA
51
Beaumont Financial Advisors
Massachusetts
$1.73M +$1.27M +52,526 +299%
ASN
52
Advisory Services Network
Georgia
$1.69M +$384K +15,858 +30%
AFM
53
Aspetuck Financial Management
Connecticut
$1.68M -$37.3K -1,543 -2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.61M +$226K +9,340 +17%
GA
55
Guerra Advisors
Florida
$1.59M -$4.55M -187,897 -75%
Mariner
56
Mariner
Kansas
$1.53M -$431K -17,806 -22%
LA
57
Lynch & Associates
Indiana
$1.42M +$72.9K +3,013 +6%
HCA
58
Heck Capital Advisors
Wisconsin
$1.4M +$4.11K +170 +0.3%
FP
59
Financial Perspectives
Minnesota
$1.4M -$12.1K -499 -0.9%
SWA
60
Stratos Wealth Advisors
Ohio
$1.27M +$42.1K +1,740 +4%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.25M -$2.05M -84,933 -63%
AWA
62
Arkadios Wealth Advisors
Georgia
$1.23M +$8.44K +349 +0.7%
GJIA
63
Glass Jacobson Investment Advisors
Maryland
$1.21M -$20.4K -842 -2%
FSC
64
Full Sail Capital
Oklahoma
$1.2M -$1.19K -49 -0.1%
SSWM
65
Smith Salley Wealth Management
North Carolina
$1.19M -$6.56K -271 -0.6%
EWM
66
EPG Wealth Management
Georgia
$1.13M +$7.67K +317 +0.7%
Northern Trust
67
Northern Trust
Illinois
$1.08M
DADC
68
D.A. Davidson & Co
Montana
$1.01M +$6.89K +285 +0.7%
PCM
69
Parsons Capital Management
Rhode Island
$997K -$10.3K -425 -1%
SSWM
70
Sheets Smith Wealth Management
North Carolina
$992K -$21.2K -876 -2%
VWM
71
VCI Wealth Management
Missouri
$944K -$61K -2,521 -6%
Kovitz Investment Group Partners
72
Kovitz Investment Group Partners
Illinois
$932K -$65.6K -2,710 -7%
PAS
73
Park Avenue Securities
New York
$902K -$1.6M -66,115 -64%
BCG
74
Bravias Capital Group
New Jersey
$848K +$54.9K +2,270 +7%
Citigroup
75
Citigroup
New York
$830K +$46.8K +1,934 +6%

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.