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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
WA
151
WealthTrust Axiom
Pennsylvania
$342K -$8.92K -300 -3%
PIM
152
Parker Investment Management
California
$340K +$297K +9,991 New
MA
153
Mutual Advisors
Nebraska
$333K -$12.8K -430 -4%
QCM
154
Quantinno Capital Management
New York
$327K +$286K +9,605 New
FOFP
155
Fee-Only Financial Planning
South Carolina
$316K -$75.1K -2,525 -21%
BJL
156
Brighton Jones LLC
Washington
$316K +$276K +9,276 New
IAG
157
Investmark Advisory Group
Connecticut
$306K +$803 +27 +0.3%
TIA
158
Traphagen Investment Advisors
New Jersey
$306K +$1.46K +49 +0.5%
CFS
159
CRA Financial Services
New Jersey
$300K -$14.9K -500 -5%
SWP
160
Stratos Wealth Partners
Ohio
$297K +$59 +2 +0%
FFS
161
Fischer Financial Services
Pennsylvania
$294K
MWM
162
Modera Wealth Management
New Jersey
$294K +$257K +8,636 New
BWM
163
BCS Wealth Management
Tennessee
$293K -$256K -8,603 -50%
BPA
164
Beacon Pointe Advisors
California
$282K +$247K +8,291 New
IW
165
Instrumental Wealth
Florida
$273K +$1.34K +45 +0.6%
MWM
166
Mission Wealth Management
California
$269K -$57.1K -1,921 -20%
CAG
167
Crestwood Advisors Group
Massachusetts
$263K +$230K +7,725 New
MFG
168
Monte Financial Group
Connecticut
$249K +$218K +7,319 New
LA
169
Lifeworks Advisors
Michigan
$247K -$73.6K -2,474 -25%
WDG
170
Wealth Dimensions Group
Ohio
$247K +$215K +7,247 New
EH
171
Equitable Holdings
New York
$244K +$12.8K +429 +5%
BCM
172
Brookstone Capital Management
Illinois
$244K +$213K +7,168 New
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$231K +$202K +6,786 New
COCM
174
Charter Oak Capital Management
New Hampshire
$229K -$146K -4,909 -42%
RFN
175
Redwood Financial Network
Ohio
$229K +$200K +6,733 New

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.