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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$23.50 +0.38 (+1.64%)
Closing price 06/10/2025 04:10 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)
128
Total
Institutional Inflows
(last 12 months)
$101.27M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$144.36M
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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
5/29/2025 Nova Wealth Management Inc.2,296$59K0.1%-48.7%0.004%
5/27/2025 Jacobi Capital Management LLC107,436$2.75M0.2%-3.6%0.179%
5/19/2025 Jane Street Group LLC84,276$2.15M0.0%+197.0%0.140%
5/16/2025 Jones Financial Companies Lllp12,653$323K0.0%+30.3%0.021%
5/16/2025 National Wealth Management Group LLC8,167$209K0.1%N/A0.014%
5/16/2025 NewEdge Advisors LLC152,193$3.89M0.0%-38.7%0.253%
5/16/2025 Investmark Advisory Group LLC9,532$244K0.1%-5.5%0.016%
5/15/2025 Cubist Systematic Strategies LLC12,525$320K0.0%N/A0.021%
5/15/2025 Royal Bank of Canada62,708$1.60M0.0%+16.9%0.104%
5/14/2025 Full 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%
5/14/2025 Northwestern Mutual Wealth Management Co.735,256$18.79M0.0%-0.8%1.223%
5/14/2025 Kestra Advisory Services LLC220,453$5.63M0.0%-0.6%0.367%
5/14/2025 CW Advisors LLC32,710$835K0.0%+114.0%0.054%
5/14/2025 Flow Traders U.S. LLC17,165$439K0.0%N/A0.029%
5/13/2025 Kovitz 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%
5/13/2025 HighTower Advisors LLC1,022,058$26.11M0.0%+1.8%1.689%
5/13/2025 Core 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%
5/12/2025 Meridian Wealth Management LLC11,045$282K0.0%+5.3%0.018%
5/12/2025 Atlas 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%
5/9/2025 Bravias 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%
5/9/2025 Delta Financial Group Inc.8,325$212K0.0%N/A0.014%
5/8/2025 Certified 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%
5/7/2025 LPL Financial LLC789,319$20.17M0.0%+10.6%1.305%
5/6/2025 Cetera Investment Advisers84,027$2.15M0.0%-38.7%0.139%
5/6/2025 Avantax 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%
5/6/2025 IMA 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%
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5/5/2025 Wealth Quarterback LLC89,873$2.30M1.3%-46.3%0.149%
5/5/2025 IFP Advisors Inc4,513$115K0.0%-13.0%0.007%
5/5/2025 Kestra Private Wealth Services LLC35,477$906K0.0%-48.1%0.059%
5/5/2025 Private Advisor Group LLC215,603$5.51M0.0%+312.1%0.356%
5/2/2025 Trail Ridge Investment Advisors LLC110,714$2.83M1.5%-5.3%0.183%
5/2/2025 Sigma Planning Corp19,644$502K0.0%-22.8%0.032%
5/1/2025 CWM LLC23,859$610K0.0%+118.3%0.039%
4/30/2025 Court Place Advisors LLC11,669$298K0.1%-7.9%0.019%
4/30/2025 Stratos Wealth Partners LTD.12,440$318K0.0%-6.2%0.021%
4/29/2025 U.S. Capital Wealth Advisors LLC29,473$753K0.0%N/A0.049%
4/29/2025 Envestnet Asset Management Inc.231,768$5.92M0.0%-30.9%0.383%
4/29/2025 Columbia River Financial Group LLC3,756$95K0.1%N/A0.006%
4/28/2025 Able Wealth Management LLC10,210$261K0.1%-28.8%0.017%
4/25/2025 Ameritas Advisory Services LLC31,088$779K0.0%-3.9%0.051%
4/25/2025 Guerra Advisors Inc158,585$4.05M2.3%N/A0.262%
4/24/2025 Sunbelt Securities Inc.78,422$2.00M0.2%-27.0%0.130%
4/23/2025 Aspetuck Financial Management LLC69,861$1.79M1.5%N/A0.115%
4/23/2025 Sheets Smith Wealth Management40,994$1.05M0.1%-8.4%0.068%
4/23/2025 Valmark Advisers Inc.23,020$588K0.0%-4.7%0.038%
4/22/2025 Yoder Wealth Management Inc.104,958$2.68M1.5%+2.9%0.173%
4/22/2025 Prairie Wealth Advisors Inc.26,960$689K0.3%-2.9%0.045%
4/22/2025 Cambridge Investment Research Advisors Inc.133,304$3.41M0.0%+1.4%0.220%
4/22/2025 Castleview Partners LLC18,999$485K0.3%+155.3%0.031%
4/21/2025 Heartwood Wealth Advisors LLC9,409$240K0.0%-12.3%0.016%
4/17/2025 Lynch & Associates IN53,246$1.36M0.3%+1.5%0.087%
4/17/2025 Strategic Advisors LLC20,093$513K0.1%-2.8%0.033%
4/17/2025 Vicus Capital30,848$788K0.1%+1.7%0.050%
4/17/2025 AA Financial Advisors LLC18,339$469K0.1%+4.9%0.030%
4/17/2025 Inscription Capital LLC29,473$762K0.1%N/A0.048%
4/16/2025 Wealth Enhancement Advisory Services LLC19,713$504K0.0%+33.1%0.032%
4/15/2025 GPS Wealth Strategies Group LLC3,466$89K0.0%N/A0.006%
4/15/2025 Fifth Third Bancorp1,821$47K0.0%+82.1%0.003%
4/15/2025 CX Institutional1,863$48K0.0%N/A0.003%
4/15/2025 Integrated Advisors Network LLC31,025$793K0.0%-34.5%0.051%
4/14/2025 Capital Investment Advisors LLC28,283$723K0.0%-2.2%0.046%
4/14/2025 Miracle Mile Advisors LLC127,230$3.25M0.1%+7.5%0.208%
4/14/2025 Patriot Financial Group Insurance Agency LLC63,374$1.62M0.2%-3.7%0.104%
4/14/2025 Charter Oak Capital Management LLC14,707$376K0.0%-3.0%0.024%
4/10/2025 Maltin Wealth Management Inc.98,925$2.53M1.2%+13.3%0.162%
4/9/2025 RFG Advisory LLC8,590$219K0.0%-48.9%0.014%
4/9/2025 Roxbury Financial LLC32,561$812K0.8%-3.5%0.053%
4/9/2025 Sweeney & Michel LLC15,808$404K0.2%N/A0.026%
4/9/2025 NBC Securities Inc.5,193$132K0.0%+103,760.0%0.008%
4/9/2025 American National Bank & Trust26,422$675K0.1%+69.2%0.043%
4/8/2025 Parallel Advisors LLC8,301$212K0.0%-49.1%0.014%
3/21/2025 Prostatis Group LLC9,512$227K0.1%-90.0%0.015%
2/27/2025 Bernard Wealth Management Corp.1,263$30K0.0%N/A0.002%
2/25/2025 Heck Capital Advisors LLC76,886$1.83M0.1%N/A0.106%
2/25/2025 Integrated Advisors Network LLC47,402$1.13M0.1%+12.3%0.065%
2/24/2025 Wilkins Miller Wealth Management LLC13,260$316K0.3%N/A0.018%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
2/18/2025 Western Wealth Management LLC36,148$862K0.3%-12.3%0.050%
2/18/2025 Sunbelt Securities Inc.107,370$2.53M0.2%+18.8%0.148%
2/17/2025 Visionary Wealth Advisors21,835$521K0.0%+4.0%0.030%
2/17/2025 Snowden Capital Advisors LLC31,309$746K0.0%-1.5%0.043%
2/17/2025 Full Sail Capital LLC39,676$946K0.1%+14.3%0.055%
2/17/2025 EPG Wealth Management LLC44,830$1.07M0.3%-1.3%0.062%
2/17/2025 Cetera Investment Advisers136,991$3.27M0.0%-51.0%0.188%
2/17/2025 Bank of America Corp DE228,168$5.44M0.0%+28.1%0.314%
2/17/2025 BNP Paribas Financial Markets100,600$2.40M0.0%N/A0.138%
2/17/2025 Ameriprise Financial Inc.141,066$3.36M0.0%+8.4%0.194%
(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, 228 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), HighTower Advisors LLC ($26.11M), AGF Management Ltd. ($21.48M), LPL Financial LLC ($20.17M), and Northwestern Mutual Wealth Management Co. ($18.79M).Learn more on FENY's institutional investors.

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

Of the 185 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. ($2.45M), LPL Financial LLC ($533.53K), Vicus Capital ($531.31K), Private Advisor Group LLC ($370.62K), Commonwealth Equity Services LLC ($314.07K), AGF Management Ltd. ($239.32K), and Wells Fargo & Company MN ($236.23K).

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

Institutional investors have bought a total of 10,127,810 shares in the last 24 months. This purchase volume represents approximately $240.79M in transactions.

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

Of the 119 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: FMR LLC ($3.12M), Charles Schwab Investment Management Inc. ($2.33M), Envestnet Asset Management Inc. ($1.20M), Commonwealth Equity Services LLC ($717.90K), Vicus Capital ($533.83K), AE Wealth Management LLC ($458.07K), and Sigma Planning Corp ($259.94K).

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

Institutional investors have sold a total of 11,884,748 shares in the last 24 months. This volume of shares sold represents approximately $282.03M in transactions.


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This page (NYSEARCA:FENY) was last updated on 6/11/2025 by MarketBeat.com Staff
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