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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
VWM
176
VCI Wealth Management
Missouri
$223K -$54.7K -1,840 -22%
CA
177
Calton & Associates
Florida
$220K +$192K +6,458 New
HIP
178
HUB Investment Partners
Texas
$214K +$187K +6,297 New
JGIA
179
Jackson Grant Investment Advisers
Connecticut
$214K
AIP
180
Almanack Investment Partners
Pennsylvania
$206K +$180K +6,044 New
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$199K +$38.9K +1,307 +29%
CA
182
Clearstead Advisors
Ohio
$195K +$565 +19 +0.3%
TRCT
183
Tower Research Capital (TRC)
New York
$165K -$1.34M -45,003 -90%
CFD
184
Creative Financial Designs
Indiana
$161K +$59 +2 +0%
LI
185
LRI Investments
Florida
$154K
CI
186
CX Institutional
Indiana
$139K -$28K -943 -19%
BH
187
Burk Holdings
Oklahoma
$124K +$108K +3,641 New
MA
188
MCF Advisors
Kentucky
$112K -$28.2K -950 -22%
UBS AM
189
UBS AM
Illinois
$99.9K +$87.3K +2,936 New
IA
190
IFP Advisors
Florida
$87.9K +$416 +14 +0.5%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$87.6K +$46.8K +1,575 +158%
AUB
192
Atlantic Union Bankshares
Virginia
$87K -$2.97K -100 -4%
NWS
193
Nvest Wealth Strategies
Ohio
$85K
NS
194
NBC Securities
Alabama
$81.8K +$4.85K +163 +7%
GTAM
195
Global Trust Asset Management
Florida
$78.2K +$68.4K +2,300 New
GFA
196
Godfrey Financial Associates
New York
$66.8K
AP
197
Advisors Preferred
Maryland
$59K +$51.5K +1,733 New
BlackRock
198
BlackRock
New York
$54.6K +$47.8K +1,606 New
Simplex Trading
199
Simplex Trading
Illinois
$54.1K +$47.3K +1,591 New
LFG
200
Larson Financial Group
Missouri
$52.4K -$17K -572 -27%

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.