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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
EWM
76
EPG Wealth Management
Georgia
$1.21M -$289K -9,721 -22%
KPWS
77
Kestra Private Wealth Services
Texas
$1.19M +$178K +5,993 +21%
Citadel Advisors
78
Citadel Advisors
Florida
$1.18M -$1.98M -66,564 -66%
EWA
79
EP Wealth Advisors
California
$1.15M -$16.2K -544 -2%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$1.13M -$3.42K -115 -0.3%
Citigroup
81
Citigroup
New York
$1.12M +$59.8K +2,010 +6%
Creative Planning
82
Creative Planning
Kansas
$1.03M +$165K +5,535 +22%
Goldman Sachs
83
Goldman Sachs
New York
$1.02M +$892K +30,002 New
Jones Financial Companies
84
Jones Financial Companies
Missouri
$982K +$294K +9,882 +54%
Jane Street
85
Jane Street
New York
$975K +$520K +17,484 +156%
BFM
86
Boothbay Fund Management
New York
$973K +$850K +28,600 New
FFL
87
Financial Freedom LLC
Ohio
$971K +$4.76K +160 +0.6%
PS
88
Principal Securities
Iowa
$942K +$108K +3,648 +15%
OFS
89
OneAscent Financial Services
Alabama
$934K +$357 +12 +0%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$926K -$14.5K -487 -2%
BOM
91
Bank of Marin
California
$891K -$1.84K -62 -0.2%
CAC
92
Certified Advisory Corp
Florida
$853K +$745K +25,066 New
HCA
93
Heck Capital Advisors
Wisconsin
$834K -$926K -31,153 -56%
KPWM
94
KDK Private Wealth Management
Texas
$812K -$6.39K -215 -0.9%
VA
95
Valmark Advisers
Ohio
$804K
SPC
96
Sigma Planning Corp
Michigan
$801K +$162K +5,458 +30%
CIA
97
Capital Investment Advisors
Georgia
$793K -$62.8K -2,113 -8%
HI
98
Harbour Investments
Wisconsin
$790K +$267K +8,965 +63%
RF
99
Roxbury Financial
New Jersey
$781K +$40.3K +1,356 +6%
SF
100
Summit Financial
New Jersey
$761K -$25.7K -864 -4%

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.