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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
RBC
201
Roble Belko & Company
Pennsylvania
$4K +$4.07K +168 New
VFM
202
Vision Financial Markets
Connecticut
$2.53K +$24 +1 +1%
WWM
203
Wolff Wiese Magana
California
$1.9K
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$1.73K
BLC
205
Brown, Lisle/Cummings
Rhode Island
$1.61K
CIAS
206
Capital Investment Advisory Services
North Carolina
$1.24K
PFA
207
Pillar Financial Advisors
Kentucky
$1.24K
HFS
208
Hughes Financial Services
Virginia
$1.05K
PWA
209
Principia Wealth Advisory
Texas
$1.01K +$992 +41 New
CI
210
CX Institutional
Indiana
$1K -$24 -1 -3%
AWM
211
Activest Wealth Management
Florida
$552 -$411 -17 -44%
SIS
212
Sound Income Strategies
Florida
$244 -$605 -25 -71%
BNP Paribas Financial Markets
213
BNP Paribas Financial Markets
France
$222 -$14.5M -599,991 -100%
RFP
214
Root Financial Partners
California
$99 +$97 +4 New
DWM
215
Darwin Wealth Management
Florida
$17
NWM
216
Nova Wealth Management
Florida
$12 -$774 -32 Closed
SC
217
Soundwatch Capital
Connecticut
-$476K -482,182 Closed
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
-$1.52M -64,860 Closed
TI
219
Tidal Investments
Wisconsin
-$1.28M -54,669 Closed
Goldman Sachs
220
Goldman Sachs
New York
-$278K -11,839 Closed
EH
221
Equitable Holdings
New York
-$212K -9,049 Closed
MML Investors Services
222
MML Investors Services
Massachusetts
-$211K -8,987 Closed
BCM
223
Brookstone Capital Management
Illinois
-$204K -8,707 Closed
IW
224
Instrumental Wealth
Florida
-$209K -8,700 Closed
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
-$202K -8,634 Closed

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.