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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
PWA
176
Physician Wealth Advisors
Utah
$15K
AIC
177
Archer Investment Corporation
Indiana
$14.9K -$8.42K -348 -37%
FCMT
178
Founders Capital Management (Texas)
Texas
$14.7K
SRCM
179
Signature Resources Capital Management
California
$13K
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$12.5K -$4.55K -188 -27%
BBHC
181
Brown Brothers Harriman & Co
New York
$12.4K
HWM
182
HighMark Wealth Management
Minnesota
$12.4K
MHIP
183
Mountain Hill Investment Partners
New Jersey
$12.3K +$97 +4 +0.8%
PK
184
Pflug Koory
Nebraska
$12.1K
RF
185
Rossby Financial
Florida
$11.7K
SFCL
186
Strengthening Families & Communities LLC
Massachusetts
$11K +$10.8K +446 New
SWM
187
Spire Wealth Management
Virginia
$10.3K +$2.93K +121 +41%
ACA
188
Aptus Capital Advisors
Alabama
$10.1K
EWA
189
EverSource Wealth Advisors
Alabama
$9.45K +$73 +3 +0.8%
SL
190
Salomon & Ludwin
Virginia
$9.05K -$460 -19 -5%
AA
191
Addison Advisors
Vermont
$8.73K
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$8.66K +$6.34K +262 +294%
HBW
193
Hazlett, Burt & Watson
West Virginia
$7K
BONH
194
Bank of New Hampshire
New Hampshire
$6.9K
WANY
195
Wealthspire Advisors (New York)
New York
$5.44K +$5.32K +220 New
MWM
196
Mascoma Wealth Management
New Hampshire
$5.17K
ADL
197
Asset Dedication LLC
California
$5.14K
BTI
198
Blue Trust Inc
Georgia
$4.94K +$4.84K +200 New
Group One Trading
199
Group One Trading
Illinois
$4.94K +$4.84K +200 New
BFPW
200
BOK Financial Private Wealth
Colorado
$4.72K

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.