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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
WMWM
126
Wilkins Miller Wealth Management
Alabama
$538K +$2.53K +85 +0.5%
BCA
127
Bay Colony Advisors
Massachusetts
$523K -$3.09K -104 -0.7%
EWM
128
Elevation Wealth Management
Minnesota
$498K +$23.6K +792 +6%
YIH
129
Y-Intercept (HK)
Hong Kong
$459K +$402K +13,504 New
FIM
130
Freedom Investment Management
Connecticut
$450K -$446 -15 -0.1%
OIA
131
OneDigital Investment Advisors
Kansas
$441K +$385K +12,964 New
Truist Financial
132
Truist Financial
North Carolina
$429K +$58.4K +1,964 +18%
GWP
133
Gateway Wealth Partners
Wisconsin
$426K +$372K +12,508 New
LWM
134
LJI Wealth Management
Indiana
$417K +$2.97K +100 +0.8%
MWM
135
Meridian Wealth Management
Kentucky
$414K +$46.8K +1,574 +15%
TA
136
TrueWealth Advisors
Alabama
$411K
FT
137
Fiduciary Trust
Massachusetts
$409K
RA
138
RFG Advisory
Alabama
$402K +$352K +11,831 New
EWA
139
Exencial Wealth Advisors
Oklahoma
$400K
CW
140
Cedarwood Wealth
Colorado
$400K +$208 +7 +0.1%
AQR Capital Management
141
AQR Capital Management
Connecticut
$395K +$346K +11,621 New
MHR
142
Matthew Hamilton Rosenberg
$388K
CFB
143
Cullen/Frost Bankers
Texas
$373K +$216K +7,251 +196%
AFA
144
AA Financial Advisors
Ohio
$367K -$307K -10,315 -49%
FSA
145
Fort Sheridan Advisors
Illinois
$363K +$317K +10,660 New
FIA
146
Foundations Investment Advisors
Arizona
$359K +$6.04K +203 +2%
LWM
147
LongView Wealth Management
Georgia
$355K +$63K +2,120 +23%
FFA
148
Farther Finance Advisors
California
$350K -$149K -4,998 -32%
AWA
149
Arete Wealth Advisors
Illinois
$348K +$304K +10,218 New
HT
150
Headlands Technologies
Illinois
$347K -$1.05M -35,244 -78%

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.