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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
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$475K -$97.2K -4,019 -17%
SPC
102
Sigma Planning Corp
Michigan
$469K -$2.49K -103 -0.5%
CWP
103
Core Wealth Partners
California
$458K
Jones Financial Companies
104
Jones Financial Companies
Missouri
$443K +$3.05K +126 +0.7%
SA
105
Strategic Advisors
New York
$425K -$64.2K -2,653 -13%
GGS
106
Galvin Gaustad & Stein
Arizona
$421K +$218 +9 +0.1%
CAMG
107
CWA Asset Management Group
Florida
$409K +$2.52K +104 +0.6%
SM
108
Sweeney & Michel
California
$399K +$49.4K +2,043 +14%
CPL
109
CAP Partners LLC
Tennessee
$393K -$2.35K -97 -0.6%
BCI
110
Brinker Capital Investments
Pennsylvania
$386K +$378K +15,623 New
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$378K -$196K -8,096 -35%
WMWM
112
Wilkins Miller Wealth Management
Alabama
$367K +$73.3K +3,031 +26%
BCA
113
Bay Colony Advisors
Massachusetts
$362K +$24 +1 +0%
FFA
114
Farther Finance Advisors
California
$350K +$177K +7,312 +107%
HI
115
Harbour Investments
Wisconsin
$337K +$14.9K +617 +5%
FIM
116
Freedom Investment Management
Connecticut
$328K -$1.1M -45,280 -77%
TA
117
TrueWealth Advisors
Alabama
$306K -$3.48K -144 -1%
LWM
118
LJI Wealth Management
Indiana
$301K -$38.7K -1,600 -12%
COCM
119
Charter Oak Capital Management
New Hampshire
$300K -$44.3K -1,831 -13%
FT
120
Fiduciary Trust
Massachusetts
$297K
FOFP
121
Fee-Only Financial Planning
South Carolina
$292K
EWA
122
Exencial Wealth Advisors
Oklahoma
$291K
MHR
123
Matthew Hamilton Rosenberg
$282K
CPA
124
Court Place Advisors
Maryland
$276K
SWP
125
Stratos Wealth Partners
Ohio
$269K -$27.5K -1,135 -9%

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.