We are live on ! Find out more
FENY icon

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
VC
76
Vicus Capital
Pennsylvania
$898K -$24.6M -773,008 -96%
Creative Planning
77
Creative Planning
Kansas
$891K -$7.55K -237 -0.8%
OFS
78
OneAscent Financial Services
Alabama
$888K +$82K +2,574 +9%
FFL
79
Financial Freedom LLC
Ohio
$850K +$6.4K +201 +0.7%
Truist Financial
80
Truist Financial
North Carolina
$829K +$492K +15,433 +122%
EWM
81
Elevation Wealth Management
Minnesota
$788K +$383K +12,018 +82%
PS
82
Principal Securities
Iowa
$783K -$38.4K -1,205 -4%
ACA
83
Atlas Capital Advisors
Wyoming
$770K +$310K +9,742 +60%
SCA
84
Snowden Capital Advisors
New York
$737K -$1.54M -48,335 -66%
BOM
85
Bank of Marin
California
$736K -$41.4K -1,301 -5%
HI
86
Harbour Investments
Wisconsin
$720K +$35.8K +1,125 +5%
SPC
87
Sigma Planning Corp
Michigan
$715K +$20.7K +651 +3%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$708K +$22.3K +700 +3%
VA
89
Valmark Advisers
Ohio
$699K
CIA
90
Capital Investment Advisors
Georgia
$692K +$3.15K +99 +0.4%
KPWM
91
KDK Private Wealth Management
Texas
$691K -$15.4K -485 -2%
CFB
92
Cullen/Frost Bankers
Texas
$681K +$385K +12,078 +110%
CAC
93
Certified Advisory Corp
Florida
$671K -$75K -2,354 -9%
CP
94
Castleview Partners
Texas
$660K +$3.57K +112 +0.5%
RF
95
Roxbury Financial
New Jersey
$647K -$33.3K -1,047 -5%
AAS
96
Ameritas Advisory Services
Nebraska
$594K +$640K +20,100 New
RSWM
97
Robertson Stephens Wealth Management
California
$589K -$1.05K -33 -0.2%
SF
98
Summit Financial
New Jersey
$583K -$84.5K -2,652 -12%
ANBT
99
American National Bank & Trust
Texas
$570K +$19.9K +625 +3%
CWP
100
Core Wealth Partners
California
$559K

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.