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Fidelity MSCI Energy Index ETF

206 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, 69 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 73

1.82% less ownership

Funds ownership: 34.48% → 32.66% (-1.8%)

8% less funds holding

Funds holding: 223 → 206 (-17)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

47% less capital inflows, than outflows

Capital inflows: $91.2M | Capital outflows: $172M

Holders
206
Holders Change
-17
Holders Change %
-7.62%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
69
Reduced
73
Closed
36
Calls
$793K
Puts
–
Net Calls
+$793K
Net Calls Change
+$93K

FENY Hedge Fund Activity: Q2 2025 in Review

206 of the 7,628 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 69 added.

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

  • 206 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q2 2025, down from 223 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.