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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
Natixis Advisors
76
Natixis Advisors
Massachusetts
$821K -$7.79K -322 -1%
PWM
77
Perigon Wealth Management
California
$819K +$801K +33,122 New
XT
78
XTX Topco
Cayman Islands
$816K +$799K +33,016 New
VC
79
Vicus Capital
Pennsylvania
$772K +$4.55K +188 +0.6%
Creative Planning
80
Creative Planning
Kansas
$732K -$26.6K -1,099 -4%
HF
81
HRT Financial
New York
$725K +$711K +29,367 New
FFL
82
Financial Freedom LLC
Ohio
$697K +$5.44K +225 +0.8%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$685K +$11.8K +487 +2%
OFS
84
OneAscent Financial Services
Alabama
$684K +$95.4K +3,945 +17%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$660K +$303K +12,532 +89%
BOM
86
Bank of Marin
California
$649K -$9.77K -404 -2%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$638K +$498K +20,594 +395%
SCA
88
Snowden Capital Advisors
New York
$629K -$17.5K -722 -3%
CIA
89
Capital Investment Advisors
Georgia
$618K -$45.8K -1,894 -7%
KPWM
90
KDK Private Wealth Management
Texas
$608K -$15.7K -648 -3%
PS
91
Principal Securities
Iowa
$594K +$13.4K +552 +2%
RF
92
Roxbury Financial
New Jersey
$588K -$19.6K -809 -3%
VA
93
Valmark Advisers
Ohio
$587K +$7.33K +303 +1%
ANBT
94
American National Bank & Trust
Texas
$573K -$95.7K -3,955 -15%
TSS
95
Two Sigma Securities
New York
$560K +$548K +22,664 New
CP
96
Castleview Partners
Texas
$552K +$42.9K +1,773 +9%
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$521K -$5.68M -234,650 -92%
AFA
98
AA Financial Advisors
Ohio
$506K +$32.5K +1,344 +7%
Truist Financial
99
Truist Financial
North Carolina
$498K -$214K -8,833 -30%
PWA
100
Prairie Wealth Advisors
Nebraska
$487K -$169K -6,985 -26%

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.