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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$23.47 +0.14 (+0.60%)
Closing price 08/8/2025 04:10 PM Eastern
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$23.46 0.00 (-0.02%)
As of 08/8/2025 06:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Energy Index ETF (NYSEARCA:FENY)

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$128.19M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$146.67M
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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
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%
8/6/2025 AGF Management Ltd.897,920$21.06M0.1%+6.8%1.555%
8/6/2025 AE Wealth Management LLC107,820$2.53M0.0%+12.1%0.187%
8/6/2025 KCM Investment Advisors LLC173,293$4.06M0.1%-3.5%0.300%
8/6/2025 Maltin Wealth Management Inc.105,128$2.47M1.1%+6.3%0.182%
8/5/2025 Sigma Planning Corp19,086$448K0.0%-2.8%0.033%
8/5/2025 EPG Wealth Management LLC45,532$1.07M0.3%-2.8%0.079%
8/5/2025 Trail Ridge Investment Advisors LLC104,491$2.52M1.2%-5.6%0.181%
8/5/2025 Lifeworks Advisors LLC15,856$372K0.1%+18.9%0.027%
8/4/2025 Arkadios Wealth Advisors49,448$1.16M0.0%+5.6%0.086%
8/1/2025 Envestnet Asset Management Inc.1,222,648$28.67M0.0%+427.5%2.117%
7/31/2025 Brighton Jones LLC9,158$215K0.0%N/A0.016%
7/31/2025 Glass Jacobson Investment Advisors llc49,807$1.17M0.5%-1.4%0.086%
7/31/2025 LJI Wealth Management LLC13,770$323K0.1%-5.0%0.024%
7/31/2025 CAP Partners LLC15,982$375K0.2%-3.3%0.028%
7/30/2025 Freedom Investment Management Inc.58,568$1.37M0.1%-8.7%0.101%
7/30/2025 Brookstone Capital Management8,707$204K0.0%-24.5%0.015%
7/30/2025 D.A. Davidson & CO.40,600$952K0.0%-9.4%0.070%
7/30/2025 Cullen Frost Bankers Inc.8,226$193K0.0%+909.3%0.014%
7/30/2025 VCI Wealth Management LLC40,728$955K0.3%+11.5%0.071%
7/30/2025 Financial Perspectives Inc57,116$1.34M0.4%+4.2%0.099%
7/29/2025 Stratos Wealth Partners LTD.12,000$281K0.0%-3.5%0.021%
7/29/2025 Primoris Wealth Advisors LLC10,500$246K0.2%N/A0.018%
7/29/2025 Stratos Wealth Advisors LLC49,468$1.16M0.1%-5.9%0.086%
7/28/2025 Harbour Investments Inc.12,998$305K0.0%-28.1%0.023%
7/28/2025 Kiker Wealth Management LLC2,008$47K0.0%+66,833.3%0.003%
7/25/2025 Atria Wealth Solutions Inc.36,596$880K0.0%-16.1%0.063%
7/25/2025 CWM LLC23,399$549K0.0%-1.9%0.041%
7/24/2025 Galvin Gaustad & Stein LLC17,033$399K0.0%-3.5%0.029%
7/24/2025 IFP Advisors Inc2,822$66K0.0%-37.5%0.005%
7/24/2025 Court Place Advisors LLC11,149$261K0.1%-4.5%0.019%
7/23/2025 Valmark Advisers Inc.23,440$550K0.0%+1.8%0.041%
7/23/2025 Heck Capital Advisors LLC56,482$1.32M0.1%+145.9%0.098%
7/22/2025 Yoder Wealth Management Inc.107,851$2.53M1.3%+2.8%0.187%
7/21/2025 Ameritas Advisory Services LLC21,178$497K0.0%-31.9%0.037%
7/21/2025 Patriot Financial Group Insurance Agency LLC64,860$1.52M0.2%+2.3%0.112%
7/18/2025 Truist Financial Corp28,991$681K0.0%-3.3%0.050%
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7/17/2025 Capital Investment Advisors LLC26,898$631K0.0%-4.9%0.047%
7/16/2025 Instrumental Wealth LLC8,700$209K0.2%N/A0.015%
7/16/2025 Beaumont Financial Advisors LLC17,577$412K0.0%-6.2%0.030%
7/16/2025 American National Bank & Trust27,115$636K0.1%+2.6%0.047%
7/16/2025 Fischer Financial Services Inc.11,911$279K0.1%-8.3%0.021%
7/16/2025 Castleview Partners LLC20,537$482K0.3%+8.1%0.036%
7/15/2025 Lynch & Associates IN54,505$1.28M0.3%+2.4%0.094%
7/15/2025 BCS Wealth Management8,603$202K0.0%N/A0.015%
7/15/2025 Financial Partners Group Inc165,951$3.89M0.5%-22.9%0.287%
7/14/2025 U.S. Capital Wealth Advisors LLC27,223$638K0.0%-7.6%0.047%
7/14/2025 Sweeney & Michel LLC14,839$365K0.1%-6.1%0.026%
7/14/2025 Park Avenue Securities LLC102,600$2.41M0.0%N/A0.178%
7/11/2025 Farther Finance Advisors LLC6,831$160K0.0%+21,935.5%0.012%
7/11/2025 AA Financial Advisors LLC19,118$448K0.1%+4.2%0.033%
7/11/2025 LongView Wealth Management8,771$206K0.1%N/A0.015%
7/10/2025 Charter Oak Capital Management LLC13,966$327K0.0%-5.0%0.024%
7/10/2025 Wealth Enhancement Advisory Services LLC23,137$556K0.0%+17.4%0.040%
7/7/2025 Roxbury Financial LLC24,607$577K0.6%-24.4%0.043%
5/29/2025 Nova 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%
5/14/2025 Freedom 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%
5/13/2025 Heck 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%
5/12/2025 AGF Management Ltd.840,702$21.48M0.1%+2.7%1.390%
5/12/2025Meridian Wealth Management LLC11,045$282K0.0%+5.3%0.018%
5/12/2025Atlas Capital Advisors Inc.24,579$628K0.1%+49.1%0.041%
5/9/2025 Atria Wealth Solutions Inc.43,609$1.11M0.0%+81.1%0.072%
5/9/2025Bravias Capital Group LLC29,261$748K0.6%-3.3%0.048%
5/9/2025 Commonwealth Equity Services LLC1,523,883$38.94M0.1%-0.5%2.519%
5/9/2025Delta Financial Group Inc.8,325$212K0.0%N/A0.014%
5/8/2025Certified Advisory Corp8,504$217K0.0%N/A0.014%
5/8/2025 CAP Partners LLC16,534$422K0.3%-5.5%0.027%
5/8/2025 Arkadios Wealth Advisors46,831$1.20M0.0%N/A0.077%
5/7/2025 Galvin Gaustad & Stein LLC17,655$451K0.0%-4.5%0.029%
5/7/2025LPL Financial LLC789,319$20.17M0.0%+10.6%1.305%
5/6/2025Cetera Investment Advisers84,027$2.15M0.0%-38.7%0.139%
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Watch the “Next Magnificent Seven” presentation here
5/6/2025Avantax Advisory Services Inc.50,075$1.28M0.0%-9.0%0.083%
5/6/2025 Lifeworks Advisors LLC13,338$341K0.1%+5.8%0.022%
5/6/2025 Elm3 Financial Group LLC7,846$200K0.2%N/A0.013%
5/6/2025 AE Wealth Management LLC96,215$2.46M0.0%+2,683.2%0.159%
5/6/2025IMA Advisory Services Inc.1,501$38K0.0%N/A0.002%
5/6/2025 VCI Wealth Management LLC36,511$933K0.4%+129.6%0.060%
5/6/2025 Financial Partners Group Inc215,137$5.50M0.8%-3.7%0.356%
5/6/2025 Y Intercept Hong Kong Ltd28,107$718K0.0%N/A0.046%
5/5/2025Wealth Quarterback LLC89,873$2.30M1.3%-46.3%0.149%
5/5/2025 IFP Advisors Inc4,513$115K0.0%-13.0%0.007%
(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), Lido Advisors LLC ($39.61M), Commonwealth Equity Services LLC ($38.94M), 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 187 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: Charles Schwab Investment Management Inc. ($2.45M), Envestnet Asset Management Inc. ($1.18M), Vicus Capital ($531.31K), Cetera Investment Advisers ($487.32K), LPL Financial LLC ($454.89K), Private Advisor Group LLC ($370.62K), and Commonwealth Equity Services LLC ($314.07K).

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

Institutional investors have bought a total of 5,323,059 shares in the last 24 months. This purchase volume represents approximately $128.19M in transactions.

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

Of the 86 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), AE Wealth Management LLC ($458.07K), Cetera Investment Advisers ($195.39K), 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 6,048,558 shares in the last 24 months. This volume of shares sold represents approximately $146.67M in transactions.


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This page (NYSEARCA:FENY) was last updated on 8/9/2025 by MarketBeat.com Staff
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