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Fidelity MSCI Energy Index ETF

203 hedge funds and large institutions have $403M invested in Fidelity MSCI Energy Index ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 73

1.76% less ownership

Funds ownership: 34.46%32.7% (-1.8%)

8% less funds holding

Funds holding: 220203 (-17)

25% less capital invested

Capital invested by funds: $539M → $403M (-$136M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

Holders
203
Holders Change
-17
Holders Change %
-7.73%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
67
Reduced
73
Closed
36
Calls
$793K
Puts
Net Calls
+$793K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$36.6M +$1.48M +64,451 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$33.3M -$2.35M -102,357 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.7M +$22.7M +990,880 +428%
AM
4
AGF Management
Ontario, Canada
$21.1M +$1.31M +57,218 +7%
LPL Financial
5
LPL Financial
California
$18.2M -$340K -14,833 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
$17.5M -$6.33M -276,153 -27%
YC
7
Yarbrough Capital
Tennessee
$16.7M
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$14.6M -$2.62M -114,502 -16%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$14.1M +$13.7M +599,460 +111,011%
Wells Fargo
10
Wells Fargo
California
$10.9M -$1.15M -49,974 -10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$9.98M +$7.83M +341,767 +407%
CCM
12
Cutler Capital Management
Massachusetts
$6.34M +$160K +6,999 +3%
KAS
13
Kestra Advisory Services
Texas
$6.27M +$1.08M +47,123 +21%
QC
14
Quadrature Capital
United Kingdom
$6.27M +$4.89M +213,192 +392%
Tudor Investment Corp
15
Tudor Investment Corp
Connecticut
$6M +$5.86M +255,728 New
GA
16
Guerra Advisors
Florida
$5.91M +$2.14M +93,492 +59%
Morgan Stanley
17
Morgan Stanley
New York
$5.28M -$99.9K -4,361 -2%
PAG
18
Private Advisor Group
New Jersey
$5.15M +$90K +3,925 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.86M -$2.81M -122,772 -37%
Bank of America
20
Bank of America
North Carolina
$4.82M +$168K +7,347 +4%
EFM
21
Eley Financial Management
Vermont
$4.09M -$22.5K -981 -0.6%
KIA
22
KCM Investment Advisors
California
$4.06M -$144K -6,291 -4%
Ameriprise
23
Ameriprise
Minnesota
$4.03M +$449K +19,612 +13%
FPGK
24
Financial Partners Group (Kansas)
Kansas
$3.89M -$1.13M -49,186 -23%
TCM
25
Traynor Capital Management
Pennsylvania
$3.77M -$517K -22,568 -12%

FENY Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q2 2025, worth a combined $403M — down 25% from $539M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FENY and 22 opened new positions — a net loss of 14 holders — while 73 trimmed existing stakes and 67 added.

The largest buyer was Envestnet Asset Management, adding an estimated $22.7M. The largest seller was Fidelity Investments, cutting an estimated $126M.

  • 203 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2025, down from 220 in Q1 2025.
  • Funds reported $403M of Fidelity MSCI Energy Index ETF stock for Q2 2025, down 25% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Energy Index ETF positions in Q2 2025 and 36 closed out, a net change of -14 holders.
  • The largest Fidelity MSCI Energy Index ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $22.7M added.
  • The largest Fidelity MSCI Energy Index ETF seller in Q2 2025 was Fidelity Investments, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2025.