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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
CFD
151
Creative Financial Designs
Indiana
$117K -$2.93K -121 -3%
LI
152
LRI Investments
Florida
$112K
TFA
153
Transamerica Financial Advisors
Florida
$90.7K +$88.8K +3,669 New
AUB
154
Atlantic Union Bankshares
Virginia
$65.7K +$61.9K +2,557 +2,557%
IA
155
IFP Advisors
Florida
$64.9K -$4.74K -196 -7%
LFG
156
Larson Financial Group
Missouri
$59.4K +$7.23K +299 +14%
NS
157
NBC Securities
Alabama
$55.3K -$17.8K -736 -25%
UBS AM
158
UBS AM
Illinois
$53.6K +$52.5K +2,169 New
PFA
159
Pathway Financial Advisers
Indiana
$51.7K +$50.7K +2,096 New
AF
160
Allworth Financial
California
$43.1K +$12.1K +501 +40%
Comerica Bank
161
Comerica Bank
Texas
$39.6K
IAS
162
IMA Advisory Services
Colorado
$37.1K
GRP
163
Global Retirement Partners
California
$36.7K +$266 +11 +0.7%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$32.1K -$8.2K -339 -21%
BWM
165
Bernard Wealth Management
Michigan
$31.2K
CAM
166
Creekmur Asset Management
Illinois
$30.5K +$218 +9 +0.7%
SMA
167
Sage Mountain Advisors
Georgia
$29.7K
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$24.8K +$24.3K +1,004 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$24.7K -$19.9K -821 -45%
AAP
170
Arax Advisory Partners
Colorado
$19.2K
AW
171
Avion Wealth
Texas
$19K
GCM
172
Gables Capital Management
Florida
$17.3K
EWM
173
Evolution Wealth Management
Florida
$17K +$16.6K +686 New
FFA
174
Founders Financial Alliance
North Carolina
$16.6K
TCM
175
Tradewinds Capital Management
Washington
$16.2K +$121 +5 +0.8%

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.