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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
IAS
201
IMA Advisory Services
Colorado
$51.1K
AF
202
Align Financial
Minnesota
$49.2K -$1.02M -34,348 -96%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$44.2K
BWM
204
Bernard Wealth Management
Michigan
$43K
SMA
205
Sage Mountain Advisors
Georgia
$40.8K
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$34.2K
Vanguard National Trust
207
Vanguard National Trust
Pennsylvania
$34K +$29.7K +1,000 New
SEP
208
Signature Equity Partners
Ohio
$30.2K +$149 +5 +0.6%
AW
209
Avion Wealth
Texas
$27K
GCM
210
Gables Capital Management
Florida
$23.8K
HIW
211
Holos Integrated Wealth
Pennsylvania
$23.5K +$20.8K +700 New
AAP
212
Arax Advisory Partners
Colorado
$22.9K
FFA
213
Founders Financial Alliance
North Carolina
$22.8K
TCM
214
Tradewinds Capital Management
Washington
$22.6K +$89 +3 +0.5%
PWA
215
Physician Wealth Advisors
Utah
$20.6K
AIC
216
Archer Investment Corporation
Indiana
$20.5K
AF
217
Allworth Financial
California
$20.5K +$89 +3 +0.5%
FCMT
218
Founders Capital Management (Texas)
Texas
$20.2K
MHIP
219
Mountain Hill Investment Partners
New Jersey
$17.1K +$89 +3 +0.6%
BBHC
220
Brown Brothers Harriman & Co
New York
$17K
HWM
221
HighMark Wealth Management
Minnesota
$17K
PK
222
Pflug Koory
Nebraska
$16.7K
SFCL
223
Strengthening Families & Communities LLC
Massachusetts
$14.7K +$12.9K +433 New
MFP
224
Meramec Financial Planners
Missouri
$14.2K +$13.8K +463 New
EWA
225
EverSource Wealth Advisors
Alabama
$13.2K +$59 +2 +0.5%

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.