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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
AFM
51
Aspetuck Financial Management
Connecticut
$2.13M -$5.65K -190 -0.3%
BFA
52
Beaumont Financial Advisors
Massachusetts
$2.07M -$261K -8,777 -13%
LA
53
Lynch & Associates
Indiana
$2.01M +$1.19K +40 +0.1%
SS
54
Sunbelt Securities
Texas
$1.96M -$18.5K -623 -1%
FP
55
Financial Perspectives
Minnesota
$1.94M +$8.3K +279 +0.5%
Northern Trust
56
Northern Trust
Illinois
$1.91M -$150K -5,029 -8%
GS
57
GTS Securities
Florida
$1.89M +$1.65M +55,533 New
PAS
58
Park Avenue Securities
New York
$1.8M +$444K +14,939 +39%
Kovitz Investment Group Partners
59
Kovitz Investment Group Partners
Illinois
$1.79M +$1.57M +52,730 New
BCG
60
Bravias Capital Group
New Jersey
$1.73M +$301K +10,133 +25%
SWA
61
Stratos Wealth Advisors
Ohio
$1.73M +$446 +15 +0%
BA
62
Bellwether Advisors
Nebraska
$1.72M +$1.51M +50,694 New
PCM
63
Prelude Capital Management
New York
$1.7M +$1.49M +50,000 New
SSWM
64
Smith Salley Wealth Management
North Carolina
$1.66M +$19.7K +663 +1%
GVAG
65
Great Valley Advisor Group
Delaware
$1.59M +$1.39M +46,873 New
DADC
66
D.A. Davidson & Co
Montana
$1.46M +$20.1K +676 +2%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$1.41M +$40.3K +1,356 +3%
PWM
68
Penobscot Wealth Management
Maine
$1.41M +$1.23M +41,466 New
MFG
69
Merit Financial Group
Georgia
$1.39M +$1.22M +40,952 New
RFG
70
RFP Financial Group
Georgia
$1.38M +$1.21M +40,655 New
AWA
71
Arkadios Wealth Advisors
Georgia
$1.35M -$278K -9,344 -19%
PCM
72
Parsons Capital Management
Rhode Island
$1.34M -$26.7K -899 -2%
SSWM
73
Sheets Smith Wealth Management
North Carolina
$1.32M -$10.3K -346 -0.9%
ASN
74
Advisory Services Network
Georgia
$1.27M -$669K -22,488 -38%
Renaissance Technologies
75
Renaissance Technologies
New York
$1.24M +$1.09M +36,500 New

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.