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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$24.80 +0.13 (+0.53%)
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Energy Index ETF (NYSEARCA:FENY)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$162.56M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$144.86M
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Skip Chart & View Institutional Buying and Selling Data

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
10/1/2025 Roxbury Financial LLC23,798$588K0.5%-3.3%0.041%
9/4/2025Osaic Holdings Inc.207,210$4.87M0.0%-37.2%0.360%
8/19/2025Advisory Services Network LLC52,495$1.27M0.0%-77.1%0.091%
8/15/2025Captrust Financial Advisors8,634$202K0.0%N/A0.015%
8/15/2025Tidal Investments LLC54,669$1.28M0.0%N/A0.095%
8/15/2025Snowden Capital Advisors LLC26,151$613K0.0%-13.4%0.045%
8/15/2025BNP Paribas Financial Markets600,000$14.07M0.0%+111,011.1%1.043%
8/15/2025Bank of America Corp DE205,460$4.82M0.0%+3.7%0.357%
8/15/2025Ameriprise Financial Inc.171,746$4.03M0.0%+12.9%0.299%
8/14/2025Raymond James Financial Inc.46,257$1.09M0.0%-6.1%0.080%
8/14/2025NewEdge Advisors LLC157,595$3.70M0.0%+3.5%0.274%
8/14/2025Qube Research & Technologies Ltd5,219$122K0.0%+4,601.8%0.009%
8/13/2025Cutler Capital Management LLC270,509$6.34M2.2%+2.7%0.470%
8/13/2025CW Advisors LLC40,047$939K0.0%+22.4%0.070%
8/13/2025Lido Advisors LLC1,561,825$36.63M0.1%+4.3%2.716%
8/13/2025Quadrature Capital Ltd267,554$6.27M0.1%+392.2%0.465%
8/13/2025Northwestern Mutual Wealth Management Co.620,754$14.56M0.0%-15.6%1.080%
8/12/2025Steward Partners Investment Advisory LLC109,025$2.56M0.0%+571.6%0.190%
8/12/2025Eley Financial Management Inc174,591$4.09M1.6%-0.6%0.304%
8/12/2025Soundwatch Capital LLC482,182$113K0.0%N/A0.839%
8/12/2025JPMorgan Chase & Co.73,598$1.73M0.0%+16.4%0.128%
8/8/2025Avantax Advisory Services Inc.150,940$3.54M0.0%+201.4%0.261%
8/8/2025Cetera Investment Advisers425,794$9.99M0.0%+406.7%0.737%
8/8/2025Foundations Investment Advisors LLC10,281$241K0.0%N/A0.018%
8/8/2025Wealth Quarterback LLC80,779$1.89M0.9%-10.1%0.140%
8/6/2025AGF Management Ltd.897,920$21.06M0.1%+6.8%1.555%
8/6/2025AE Wealth Management LLC107,820$2.53M0.0%+12.1%0.187%
8/6/2025KCM Investment Advisors LLC173,293$4.06M0.1%-3.5%0.300%
8/6/2025Maltin Wealth Management Inc.105,128$2.47M1.1%+6.3%0.182%
8/5/2025Sigma Planning Corp19,086$448K0.0%-2.8%0.033%
8/5/2025EPG Wealth Management LLC45,532$1.07M0.3%-2.8%0.079%
8/5/2025Trail Ridge Investment Advisors LLC104,491$2.52M1.2%-5.6%0.181%
8/5/2025Lifeworks Advisors LLC15,856$372K0.1%+18.9%0.027%
8/4/2025Arkadios Wealth Advisors49,448$1.16M0.0%+5.6%0.086%
8/1/2025Envestnet Asset Management Inc.1,222,648$28.67M0.0%+427.5%2.117%
7/31/2025Brighton Jones LLC9,158$215K0.0%N/A0.016%
7/31/2025Glass Jacobson Investment Advisors llc49,807$1.17M0.5%-1.4%0.086%
7/31/2025LJI Wealth Management LLC13,770$323K0.1%-5.0%0.024%
7/31/2025CAP Partners LLC15,982$375K0.2%-3.3%0.028%
7/30/2025Freedom Investment Management Inc.58,568$1.37M0.1%-8.7%0.101%
7/30/2025Brookstone Capital Management8,707$204K0.0%-24.5%0.015%
7/30/2025D.A. Davidson & CO.40,600$952K0.0%-9.4%0.070%
7/30/2025Cullen Frost Bankers Inc.8,226$193K0.0%+909.3%0.014%
7/30/2025VCI Wealth Management LLC40,728$955K0.3%+11.5%0.071%
7/30/2025Financial Perspectives Inc57,116$1.34M0.4%+4.2%0.099%
7/29/2025Stratos Wealth Partners LTD.12,000$281K0.0%-3.5%0.021%
7/29/2025Primoris Wealth Advisors LLC10,500$246K0.2%N/A0.018%
7/29/2025Stratos Wealth Advisors LLC49,468$1.16M0.1%-5.9%0.086%
7/28/2025Harbour Investments Inc.12,998$305K0.0%-28.1%0.023%
7/28/2025Kiker Wealth Management LLC2,008$47K0.0%+66,833.3%0.003%
7/25/2025Atria Wealth Solutions Inc.36,596$880K0.0%-16.1%0.063%
7/25/2025CWM LLC23,399$549K0.0%-1.9%0.041%
7/24/2025Galvin Gaustad & Stein LLC17,033$399K0.0%-3.5%0.029%
7/24/2025IFP Advisors Inc2,822$66K0.0%-37.5%0.005%
7/24/2025Court Place Advisors LLC11,149$261K0.1%-4.5%0.019%
7/23/2025Valmark Advisers Inc.23,440$550K0.0%+1.8%0.041%
7/23/2025Heck Capital Advisors LLC56,482$1.32M0.1%+145.9%0.098%
7/22/2025Yoder Wealth Management Inc.107,851$2.53M1.3%+2.8%0.187%
7/21/2025Ameritas Advisory Services LLC21,178$497K0.0%-31.9%0.037%
7/21/2025Patriot Financial Group Insurance Agency LLC64,860$1.52M0.2%+2.3%0.112%
7/18/2025Truist Financial Corp28,991$681K0.0%-3.3%0.050%
7/17/2025Capital Investment Advisors LLC26,898$631K0.0%-4.9%0.047%
7/16/2025Instrumental Wealth LLC8,700$209K0.2%N/A0.015%
7/16/2025Beaumont Financial Advisors LLC17,577$412K0.0%-6.2%0.030%
7/16/2025American National Bank & Trust27,115$636K0.1%+2.6%0.047%
7/16/2025Fischer Financial Services Inc.11,911$279K0.1%-8.3%0.021%
7/16/2025Castleview Partners LLC20,537$482K0.3%+8.1%0.036%
7/15/2025Lynch & Associates IN54,505$1.28M0.3%+2.4%0.094%
7/15/2025BCS Wealth Management8,603$202K0.0%N/A0.015%
7/15/2025Financial Partners Group Inc165,951$3.89M0.5%-22.9%0.287%
7/14/2025U.S. Capital Wealth Advisors LLC27,223$638K0.0%-7.6%0.047%
7/14/2025Sweeney & Michel LLC14,839$365K0.1%-6.1%0.026%
7/14/2025Park Avenue Securities LLC102,600$2.41M0.0%N/A0.178%
7/11/2025Farther Finance Advisors LLC6,831$160K0.0%+21,935.5%0.012%
7/11/2025AA Financial Advisors LLC19,118$448K0.1%+4.2%0.033%
7/11/2025LongView Wealth Management8,771$206K0.1%N/A0.015%
7/10/2025Charter Oak Capital Management LLC13,966$327K0.0%-5.0%0.024%
7/10/2025Wealth Enhancement Advisory Services LLC23,137$556K0.0%+17.4%0.040%
7/7/2025 Roxbury Financial LLC24,607$577K0.6%-24.4%0.043%
5/29/2025Nova Wealth Management Inc.2,296$59K0.1%-48.7%0.004%
5/27/2025Jacobi Capital Management LLC107,436$2.75M0.2%-3.6%0.179%
5/19/2025Jane Street Group LLC84,276$2.15M0.0%+197.0%0.140%
5/16/2025Jones Financial Companies Lllp12,653$323K0.0%+30.3%0.021%
5/16/2025National Wealth Management Group LLC8,167$209K0.1%N/A0.014%
5/16/2025NewEdge Advisors LLC152,193$3.89M0.0%-38.7%0.253%
5/16/2025Investmark Advisory Group LLC9,532$244K0.1%-5.5%0.016%
5/15/2025Cubist Systematic Strategies LLC12,525$320K0.0%N/A0.021%
5/15/2025Royal Bank of Canada62,708$1.60M0.0%+16.9%0.104%
5/14/2025Full Sail Capital LLC39,060$998K0.1%-1.6%0.065%
5/14/2025Freedom Investment Management Inc.64,154$1.64M0.1%-10.3%0.107%
5/14/2025Northwestern Mutual Wealth Management Co.735,256$18.79M0.0%-0.8%1.223%
5/14/2025Kestra Advisory Services LLC220,453$5.63M0.0%-0.6%0.367%
5/14/2025CW Advisors LLC32,710$835K0.0%+114.0%0.054%
5/14/2025Flow Traders U.S. LLC17,165$439K0.0%N/A0.029%
5/13/2025Kovitz Investment Group Partners LLC51,790$1.32M0.0%-66.0%0.086%
5/13/2025Heck Capital Advisors LLC22,966$587K0.1%-70.1%0.038%
5/13/2025HighTower Advisors LLC1,022,058$26.11M0.0%+1.8%1.689%
5/13/2025Core Wealth Partners LLC18,547$474K0.3%-6.5%0.031%
5/12/2025AGF Management Ltd.840,702$21.48M0.1%+2.7%1.390%
5/12/2025Meridian Wealth Management LLC11,045$282K0.0%+5.3%0.018%
(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, 234 institutional investors and hedge funds held shares of Fidelity MSCI Energy Index ETF. The most heavily invested institutionals were FMR LLC ($133.13M), Commonwealth Equity Services LLC ($38.94M), Lido Advisors LLC ($36.63M), Envestnet Asset Management Inc. ($28.67M), HighTower Advisors LLC ($26.11M), AGF Management Ltd. ($21.06M), and LPL Financial LLC ($20.17M).Learn more on Fidelity MSCI Energy Index ETF's institutional investors.

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

Of the 188 institutional investors that purchased Fidelity MSCI Energy Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.18M), BNP Paribas Financial Markets ($704.05K), Vicus Capital ($531.31K), Soundwatch Capital LLC ($482.18K), Cetera Investment Advisers ($478.58K), LPL Financial LLC ($454.89K), and Private Advisor Group LLC ($369.20K).

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

Institutional investors have bought a total of 6,795,627 shares in the last 24 months. This purchase volume represents approximately $162.56M in transactions.

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

Of the 88 institutional investors that sold Fidelity MSCI Energy Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($3.12M), Envestnet Asset Management Inc. ($831.35K), Cetera Investment Advisers ($195.39K), Advisory Services Network LLC ($176.44K), Private Advisor Group LLC ($164.58K), Kovitz Investment Group Partners LLC ($156.08K), and Kestra Private Wealth Services LLC ($125.80K).

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

Institutional investors have sold a total of 6,004,156 shares in the last 24 months. This volume of shares sold represents approximately $144.86M in transactions.


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This page (NYSEARCA:FENY) was last updated on 10/6/2025 by MarketBeat.com Staff
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