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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
Lido Advisors
1
Lido Advisors
California
$42.4M +$3.67M +151,870 +10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$32.8M -$2.33M -96,231 -7%
AM
3
AGF Management
Ontario, Canada
$23.1M +$855K +35,346 +4%
LPL Financial
4
LPL Financial
California
$21.8M +$2.58M +106,653 +14%
HighTower Advisors
5
HighTower Advisors
Illinois
$18.6M +$162K +6,712 +0.9%
YC
6
Yarbrough Capital
Tennessee
$17.6M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$14.4M -$15.5M -640,518 -52%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$13.6M -$1.67M -69,230 -11%
HWA
9
Hilltop Wealth Advisors
North Carolina
$12.9M +$12.6M +522,207 New
Wells Fargo
10
Wells Fargo
California
$11.6M +$52.7K +2,180 +0.5%
TRCT
11
Tower Research Capital (TRC)
New York
$10.9M +$10.7M +441,631 New
QC
12
Quadrature Capital
United Kingdom
$9.59M +$2.91M +120,076 +45%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.61M -$2.86M -118,039 -28%
CCM
14
Cutler Capital Management
Massachusetts
$6.7M +$17.2K +710 +0.3%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.6M +$1.39M +57,417 +28%
Morgan Stanley
16
Morgan Stanley
New York
$5.56M -$3.94K -163 -0.1%
PAG
17
Private Advisor Group
New Jersey
$5.4M -$23.3K -964 -0.4%
Bank of America
18
Bank of America
North Carolina
$4.91M -$166K -6,865 -3%
Citadel Advisors
19
Citadel Advisors
Florida
$4.79M +$3.08M +127,320 +192%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$4.5M +$4.41M +182,232 New
Ameriprise
21
Ameriprise
Minnesota
$4.42M +$182K +7,526 +4%
EFM
22
Eley Financial Management
Vermont
$4.39M +$69.3K +2,865 +2%
KAS
23
Kestra Advisory Services
Texas
$4.21M -$2.36M -97,423 -36%
KIA
24
KCM Investment Advisors
California
$4.16M -$124K -5,144 -3%
Renaissance Technologies
25
Renaissance Technologies
New York
$3.99M +$3.91M +161,600 New

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.