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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
CP
101
Castleview Partners
Texas
$756K +$26.8K +902 +4%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$742K -$111K -3,740 -14%
EFS
103
Essex Financial Services
Connecticut
$739K +$646K +21,722 New
SSW
104
Smith Shellnut Wilson
Mississippi
$728K +$381K +12,800 +149%
TFA
105
Transamerica Financial Advisors
Florida
$702K +$418K +14,055 +214%
WWM
106
Western Wealth Management
Colorado
$682K +$596K +20,040 New
RSWM
107
Robertson Stephens Wealth Management
California
$679K +$30 +1 +0%
IA
108
Integrity Alliance
Iowa
$651K +$569K +19,148 New
JE
109
Jacobs Equity
Utah
$646K +$116K +3,890 +26%
CWP
110
Core Wealth Partners
California
$643K +$10.7K +360 +2%
ANBT
111
American National Bank & Trust
Texas
$635K -$128K -4,294 -19%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$626K -$986K -33,149 -64%
PWA
113
Prairie Wealth Advisors
Nebraska
$625K
HAS
114
HBW Advisory Services
California
$622K +$544K +18,280 New
SA
115
Sanctuary Advisors
Indiana
$600K +$261K +8,781 +99%
BCI
116
Blue Capital Inc
Nebraska
$591K +$517K +17,377 New
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$586K +$512K +17,233 New
SA
118
Strategic Advisors
New York
$577K +$1.49K +50 +0.3%
CPL
119
CAP Partners LLC
Tennessee
$571K +$31.1K +1,046 +7%
GGS
120
Galvin Gaustad & Stein
Arizona
$565K -$13.3K -446 -3%
ACA
121
Atlas Capital Advisors
Wyoming
$555K +$9.16K +308 +2%
CAMG
122
CWA Asset Management Group
Florida
$548K -$13.3K -447 -3%
MCM
123
MAI Capital Management
Ohio
$543K -$26.2K -880 -5%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$540K +$43.7K +1,468 +10%
SM
125
Sweeney & Michel
California
$540K -$40K -1,345 -7%

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.