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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Energy Index ETF (NYSEARCA:FENY)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$133.46M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$138.80M
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FENY Institutional Buying and Selling by Quarter

Fidelity MSCI Energy Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024 Beaumont Financial Advisors LLC55,296$1.43M0.1%N/A0.076%
5/11/2024 Jacobi Capital Management LLC119,696$3.10M0.3%+0.4%0.165%
5/8/2024 Sheets Smith Wealth Management45,868$1.19M0.1%-7.2%0.063%
5/7/2024 KCM Investment Advisors LLC201,163$5.20M0.2%+1.2%0.277%
5/6/2024 Leuthold Group LLC75,866$1.96M0.2%+3.7%0.104%
5/6/2024 VitalStone Financial LLC4,126$107K0.1%+293.0%0.006%
5/6/2024 Advisory Services Network LLC163,462$4.23M0.1%+10.8%0.225%
5/4/2024 Geneos Wealth Management Inc.7,500$194K0.0%+11,438.5%0.010%
5/3/2024 AA Financial Advisors LLC9,469$245K0.1%+4.7%0.013%
5/3/2024 Smith Salley Wealth Management56,203$1.45M0.1%+1.0%0.077%
5/1/2024 BNP Paribas Financial Markets4,455$115K0.0%+860.1%0.006%
5/1/2024 Mission Wealth Management LP8,003$207K0.0%N/A0.011%
4/30/2024 Private Advisor Group LLC48,717$1.26M0.0%+23.3%0.067%
4/30/2024 J.W. Cole Advisors Inc.21,495$556K0.0%-6.4%0.030%
4/30/2024 Hartline Investment Corp14,717$381K0.1%N/A0.020%
4/29/2024Commonwealth Equity Services LLC1,217,013$31.48M0.1%-6.6%1.676%
4/27/2024 Glass Jacobson Investment Advisors llc49,591$1.28M0.5%+4.7%0.068%
4/25/2024 Simplex Trading LLC12,233$316K0.0%+7,948.0%0.017%
4/25/2024 Cambridge Investment Research Advisors Inc.119,624$3.10M0.0%-7.7%0.165%
4/23/2024 Charter Oak Capital Management LLC14,850$384K0.0%+9.2%0.020%
4/23/2024 TrueWealth Advisors LLC13,921$360K0.1%-9.6%0.019%
4/23/2024 Graham Capital Wealth Management LLC45,658$1.18M1.3%N/A0.063%
4/22/2024 Parsons Capital Management Inc. RI41,982$1.09M0.1%-0.9%0.058%
4/22/2024 Strategic Advisors LLC20,405$528K0.1%-14.4%0.028%
4/19/2024 Core Wealth Partners LLC29,785$771K0.6%+8.1%0.041%
4/19/2024 Yoder Wealth Management Inc.86,400$2.24M1.5%+17.9%0.119%
4/18/2024 CAP Partners LLC24,040$622K0.5%-8.8%0.033%
4/17/2024 Vicus Capital28,540$738K0.1%-8.8%0.039%
4/16/2024 Maltin Wealth Management Inc.76,758$1.99M1.1%+9.1%0.106%
4/15/2024 Sinecera Capital LLC50,997$1.32M1.8%-60.0%0.076%
4/15/2024 Brookstone Capital Management14,460$374K0.0%-10.5%0.022%
4/15/2024 Sunbelt Securities Inc.36,433$943K0.1%-44.0%0.054%
4/15/2024 Atlas Capital Advisors LLC30,794$797K0.1%+15.5%0.046%
4/12/2024 Traynor Capital Management Inc.202,021$5.23M0.5%+3.1%0.302%
4/11/2024 RFG Advisory LLC96,567$2.50M0.1%-25.5%0.144%
4/10/2024 Inscription Capital LLC29,473$787K0.3%N/A0.044%
4/10/2024 Park Avenue Securities LLC27,684$716K0.0%-3.0%0.041%
4/10/2024 American National Bank2,296$59K0.0%+83.1%0.003%
4/9/2024 Lynch & Associates IN49,570$1.28M0.3%+4.7%0.074%
4/5/2024 Hilltop Wealth Advisors LLC8,392$217K0.1%-6.0%0.013%
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4/5/2024 NBC Securities Inc.1,170$31K0.0%N/A0.002%
4/2/2024 Heartwood Wealth Advisors LLC10,723$277K0.0%+4.8%0.016%
3/1/2024Creekmur Asset Management LLC11,478$264K0.1%N/A0.017%
2/26/2024 Integrated Advisors Network LLC31,896$735K0.0%+52.7%0.048%
2/20/2024Able Wealth Management LLC23,849$549K0.5%N/A0.036%
2/16/2024Trail Ridge Investment Advisors LLC127,939$2.95M1.8%-4.8%0.191%
2/15/2024Freedom Investment Management Inc.100,107$2.31M0.2%-10.4%0.150%
2/14/2024 Jacobi Capital Management LLC119,171$2.75M0.3%-2.5%0.178%
2/14/2024Connectus Wealth LLC192,244$4.43M0.1%-3.2%0.287%
2/14/2024 Wealth Quarterback LLC154,974$3.57M2.2%+14.4%0.231%
2/14/2024Cutler Capital Management LLC231,343$5.33M2.2%+5.2%0.346%
2/13/2024 Exencial Wealth Advisors LLC11,765$271K0.0%+4.5%0.018%
2/12/2024Focus Financial Network Inc. ADV11,388$262K0.0%N/A0.017%
2/12/2024Steward Partners Investment Advisory LLC93,091$2.15M0.0%+9.0%0.139%
2/12/2024 CAP Partners LLC26,372$608K0.6%N/A0.039%
2/9/2024 Advisory Services Network LLC147,570$3.40M0.1%+73.2%0.220%
2/9/2024 Cambridge Investment Research Advisors Inc.129,662$2.99M0.0%-13.3%0.194%
2/9/2024Trexquant Investment LP9,235$213K0.0%N/A0.014%
2/9/2024D.A. Davidson & CO.35,886$827K0.0%+6.6%0.054%
2/9/2024 Wells Fargo & Company MN816,591$18.81M0.0%+28.1%1.220%
2/9/2024UBS Group AG300,942$6.93M0.0%-1.1%0.450%
2/8/2024 American National Bank1,254$29K0.0%+457.3%0.002%
2/8/2024 Core Wealth Partners LLC27,564$635K0.5%+2.9%0.041%
2/7/2024 One Capital Management LLC12,164$280K0.0%-15.5%0.018%
2/7/2024AGF Management Ltd.217,866$5.02M0.0%+42.1%0.325%
2/7/2024 Principal Securities Inc.21,696$500K0.0%N/A0.032%
2/6/2024 Charles Schwab Investment Management Inc.2,277,194$52.47M0.0%-49.2%3.401%
2/6/2024 Lincoln National Corp23,131$533K0.0%-6.0%0.035%
2/6/2024 Private Advisor Group LLC39,503$910K0.0%-41.7%0.059%
2/6/2024 Leuthold Group LLC73,189$1.69M0.2%+3.2%0.109%
2/6/2024Commonwealth Equity Services LLC1,302,967$30.02M0.1%-24.9%1.946%
2/5/2024 Win Advisors Inc.128,365$2.96M1.3%N/A0.192%
2/5/2024 WealthTrust Axiom LLC13,950$321K0.1%-9.7%0.021%
2/5/2024 Kestra Private Wealth Services LLC359,839$8.29M0.2%-6.9%0.537%
2/2/2024Truist Financial Corp39,436$909K0.0%-15.2%0.059%
2/2/2024 Yoder Wealth Management Inc.73,273$1.69M1.2%+3.7%0.109%
2/2/2024 VCI Wealth Management LLC95,446$2.20M1.3%N/A0.143%
2/2/2024Atria Wealth Solutions Inc.66,347$1.53M0.0%+5.5%0.099%
2/1/2024 Demars Financial Group LLC16,629$383K0.2%-91.1%0.025%
2/1/2024 Sigma Planning Corp53,826$1.24M0.1%-79.0%0.080%
2/1/2024 CWM LLC2,467$57K0.0%-16.5%0.004%
2/1/2024 Vicus Capital31,287$721K0.1%-94.4%0.047%
1/31/2024 J.W. Cole Advisors Inc.22,960$529K0.0%+115.4%0.034%
1/31/2024 Western Wealth Management LLC43,684$1.01M0.1%-1.6%0.065%
1/26/2024Cerity Partners LLC19,107$440K0.0%N/A0.029%
1/26/2024 Charter Oak Capital Management LLC13,593$313K0.0%-29.5%0.020%
1/25/2024 RFG Advisory LLC129,567$2.99M0.1%+85.5%0.194%
1/25/2024 International Assets Investment Management LLC21,276$490K0.0%N/A0.032%
1/25/2024One Wealth Management Investment & Advisory Services LLC10,533$243K0.1%N/A0.016%
1/24/2024 Stratos Wealth Partners LTD.14,907$343K0.0%+3.7%0.022%
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1/24/2024 International Assets Investment Management LLC21,276$490K0.0%N/A0.032%
1/23/2024 Private Ocean LLC1,113$26K0.0%N/A0.002%
1/22/2024 Parsons Capital Management Inc. RI42,382$976K0.1%+1.3%0.063%
1/22/2024 Glass Jacobson Investment Advisors llc47,371$1.09M0.4%+4.0%0.071%
1/19/2024 Fifth Third Bancorp1,629$38K0.0%-37.8%0.002%
1/19/2024 Patriot Financial Group Insurance Agency LLC140,890$3.25M0.6%+2.9%0.210%
1/18/2024 Traynor Capital Management Inc.196,005$4.52M0.5%-3.6%0.293%
1/18/2024 Sinecera Capital LLC127,601$2.87M3.0%-1.7%0.191%
1/18/2024 Maltin Wealth Management Inc.70,353$1.62M1.0%-1.4%0.105%
1/16/2024 Raymond James Financial Services Advisors Inc.30,679$707K0.0%-8.7%0.046%
(Data available from 1/1/2016 forward)

FENY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FENY shares?

During the previous two years, 169 institutional investors and hedge funds held shares of Fidelity MSCI Energy Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($52.47M), Lido Advisors LLC ($34.49M), Commonwealth Equity Services LLC ($31.48M), Envestnet Asset Management Inc. ($31.20M), HighTower Advisors LLC ($21.24M), Advisor Group Holdings Inc. ($20.21M), and Wells Fargo & Company MN ($18.81M).Learn more on FENY's institutional investors.

Which institutional investors have been buying Fidelity MSCI Energy Index ETF stock?

Of the 145 institutional investors that purchased Fidelity MSCI Energy Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($2.44M), Vicus Capital ($583.85K), Envestnet Asset Management Inc. ($508.45K), AE Wealth Management LLC ($450.94K), Kestra Private Wealth Services LLC ($354.60K), Commonwealth Equity Services LLC ($316.41K), and Transform Wealth LLC ($314.66K).

How much institutional buying is happening at Fidelity MSCI Energy Index ETF?

Institutional investors have bought a total of 10,709,224 shares in the last 24 months. This purchase volume represents approximately $239.63M in transactions.

Which Fidelity MSCI Energy Index ETF major shareholders have been selling company stock?

Of the 102 institutional investors that sold Fidelity MSCI Energy Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($2.44M), Vicus Capital ($1.18M), Commonwealth Equity Services LLC ($960.29K), Envestnet Asset Management Inc. ($500.23K), Kestra Advisory Services LLC ($353.56K), Connectus Wealth LLC ($300.41K), and Osaic Holdings Inc. ($250.08K).

How much institutional selling is happening at Fidelity MSCI Energy Index ETF?

Institutional investors have sold a total of 9,549,431 shares in the last 24 months. This volume of shares sold represents approximately $214.99M in transactions.


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This page (NYSEARCA:FENY) was last updated on 5/13/2024 by MarketBeat.com Staff

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