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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
FFS
126
Fischer Financial Services
Pennsylvania
$266K -$27.8K -1,147 -10%
MWM
127
Meridian Wealth Management
Kentucky
$262K -$9.39K -388 -4%
WA
128
WealthTrust Axiom
Pennsylvania
$260K
MA
129
Mutual Advisors
Nebraska
$256K +$251K +10,365 New
SA
130
Sanctuary Advisors
Indiana
$248K +$243K +10,044 New
LA
131
Lifeworks Advisors
Michigan
$245K -$144K -5,946 -38%
FIA
132
Foundations Investment Advisors
Arizona
$241K -$12.5K -515 -5%
MWM
133
Mission Wealth Management
California
$241K +$1.48K +61 +0.6%
CFS
134
CRA Financial Services
New Jersey
$234K
HWA
135
Heartwood Wealth Advisors
Virginia
$233K
GWP
136
Gateway Wealth Partners
Wisconsin
$231K +$226K +9,334 New
PWA
137
Primoris Wealth Advisors
Florida
$229K -$30.2K -1,250 -12%
BJL
138
Brighton Jones LLC
Washington
$226K -$97 -4 -0%
AAS
139
Ameritas Advisory Services
Nebraska
$225K -$292K -12,084 -57%
IAG
140
Investmark Advisory Group
Connecticut
$221K -$12.1K -501 -5%
TIA
141
Traphagen Investment Advisors
New Jersey
$220K -$435 -18 -0.2%
LWM
142
LongView Wealth Management
Georgia
$218K +$1.04K +43 +0.5%
SSW
143
Smith Shellnut Wilson
Mississippi
$218K +$213K +8,805 New
BWM
144
BCS Wealth Management
Tennessee
$213K
CFB
145
Cullen/Frost Bankers
Texas
$170K -$32.6K -1,346 -16%
JGIA
146
Jackson Grant Investment Advisers
Connecticut
$156K
CA
147
Clearstead Advisors
Ohio
$141K
AWM
148
Accredited Wealth Management
Kentucky
$140K -$79.8K -3,299 -99%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$138K
MCM
150
MAI Capital Management
Ohio
$133K

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.