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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
DADC
101
D.A. Davidson & Co
Montana
$558K -$767K -24,070 -56%
PWA
102
Prairie Wealth Advisors
Nebraska
$546K
JE
103
Jacobs Equity
Utah
$544K -$18.9K -593 -3%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$542K +$542K +17,028 +1,310%
AWM
105
AE Wealth Management
Kansas
$500K -$10.1M -316,106 -95%
CPL
106
CAP Partners LLC
Tennessee
$500K +$3.79K +119 +0.7%
MWM
107
Meridian Wealth Management
Kentucky
$499K +$150K +4,694 +39%
SA
108
Strategic Advisors
New York
$497K -$5.45K -171 -1%
CAMG
109
CWA Asset Management Group
Florida
$483K +$7.39K +232 +1%
CAS
110
Coppell Advisory Solutions
Texas
$479K +$101K +3,163 New
HF
111
HRT Financial
New York
$477K +$515K +16,163 New
OIA
112
OneDigital Investment Advisors
Kansas
$476K +$100K +3,155 +24%
MCM
113
MAI Capital Management
Ohio
$472K +$159 +5 +0%
WMWM
114
Wilkins Miller Wealth Management
Alabama
$468K +$924 +29 +0.2%
TSS
115
Two Sigma Securities
New York
$465K +$501K +15,743 New
AQR Capital Management
116
AQR Capital Management
Connecticut
$463K +$129K +4,052 +35%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$457K +$276K +8,666 +128%
SAM
118
Secure Asset Management
Michigan
$450K +$485K +15,235 New
SM
119
Sweeney & Michel
California
$438K -$103K -3,222 -19%
BCA
120
Bay Colony Advisors
Massachusetts
$434K -$21.7K -681 -4%
HT
121
Headlands Technologies
Illinois
$429K +$137K +4,306 +42%
QCM
122
Quantinno Capital Management
New York
$409K +$135K +4,230 +44%
GGS
123
Galvin Gaustad & Stein
Arizona
$406K -$91.1K -2,860 -17%
SC
124
Savant Capital
Illinois
$401K +$393K +12,354 New
FT
125
Fiduciary Trust
Massachusetts
$355K

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.