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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$35.85 -0.26 (-0.72%)
As of 09/3/2026 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)
112
Total
Institutional Inflows
(last 12 months)
$138.66M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$84.52M
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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
8/23/2026 Ameritas Advisory Services LLC20,100$594K0.0%N/A0.033%
8/22/2026 Elevation Wealth Management LLC26,664$788K0.6%+82.1%0.044%
8/21/2026 Secure Asset Management LLC15,235$450K0.1%N/A0.025%
8/20/2026 Proficio Capital Partners LLC143,520$4.24M0.2%N/A0.236%
8/20/2026 Headlands Technologies LLC14,498$429K0.0%+42.2%0.024%
7/10/2026 Heck Capital Advisors LLC10,587$313K0.0%-56.8%0.018%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,692$434K0.0%-4.4%0.025%
7/9/2026 Allied Private Wealth LLC4,419$136K0.1%N/A0.007%
7/8/2026 TrueWealth Advisors LLC11,586$342K0.1%-4.1%0.019%
7/1/2026 Roxbury Financial LLC21,900$647K0.5%-4.6%0.035%
6/18/2026 Western Wealth Management LLC20,040$682K0.0%N/A0.032%
6/3/2026 NewEdge Advisors LLC103,376$3.52M0.0%-19.1%0.166%
5/20/2026 Arete Wealth Advisors LLC10,218$348K0.0%N/A0.016%
5/19/2026 Western Wealth Management LLC20,040$682K0.0%N/A0.032%
5/19/2026 Eley Financial Management Inc161,414$5.49M1.9%+0.3%0.259%
5/19/2026 NewEdge Advisors LLC45,767$1.56M0.0%-64.2%0.073%
5/19/2026 Bank of America Corp DE238,526$8.12M0.0%+15.6%0.382%
5/19/2026 Arkadios Wealth Advisors39,788$1.35M0.0%-19.0%0.064%
5/19/2026 Arete Wealth Advisors LLC10,218$348K0.0%N/A0.016%
5/18/2026Sunbelt Securities Inc.57,501$1.96M0.1%-1.1%0.092%
5/18/2026 Royal Bank of Canada74,914$2.55M0.0%-16.5%0.120%
5/18/2026 Eley Financial Management Inc175,572$5.97M2.1%+9.1%0.281%
5/16/2026 KCM Investment Advisors LLC131,963$4.49M0.1%-15.4%0.211%
5/16/2026 Quantinno Capital Management LP9,605$327K0.0%N/A0.015%
5/15/2026 Gateway Wealth Partners LLC12,508$426K0.0%N/A0.020%
5/14/2026 Renaissance Technologies LLC36,500$1.24M0.0%N/A0.058%
5/14/2026 Lido Advisors LLC1,755,925$59.74M0.2%+2.3%2.814%
5/13/2026 Cetera Investment Advisers428,397$14.57M0.0%+29.4%0.687%
5/13/2026 Parker Investment Management LLC9,991$340K0.1%N/A0.016%
5/12/2026 Bellwether Advisors LLC50,694$1.73M0.3%N/A0.081%
5/6/2026 Modera Wealth Management LLC8,636$294K0.0%N/A0.014%
5/5/2026 D.A. Davidson & CO.42,952$1.46M0.0%+1.6%0.069%
5/5/2026 Beaumont Financial Advisors LLC60,946$2.07M0.1%-12.6%0.098%
5/5/2026 Bank of New York Mellon Corp152,762$5.20M0.0%+131.3%0.245%
5/5/2026 Advisors Preferred LLC1,733$59K0.0%N/A0.003%
5/5/2026 Sanctuary Advisors LLC17,642$600K0.0%+99.1%0.028%
5/5/2026 Sigma Planning Corp23,551$801K0.0%+30.2%0.038%
5/4/2026 HBW Advisory Services LLC18,280$622K0.1%N/A0.029%
5/4/2026 Lifeworks Advisors LLC7,250$247K0.0%-25.4%0.012%
5/4/2026 Procyon Advisors LLC75,764$2.58M0.0%N/A0.121%
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5/2/2026 CAP Partners LLC16,787$571K0.3%+6.6%0.027%
5/2/2026 Castleview Partners LLC22,211$756K0.4%+4.2%0.036%
5/1/2026 Fifth Third Bancorp2,575$88K0.0%+157.5%0.004%
4/30/2026 Kestra Advisory Services LLC189,088$6.43M0.0%+10.3%0.308%
4/29/2026 Fee Only Financial Planning L.C.9,290$316K0.2%-21.4%0.015%
4/28/2026 Bravias Capital Group LLC50,922$1.73M1.1%+24.8%0.083%
4/27/2026 Private Advisor Group LLC228,035$7.76M0.0%+4.7%0.370%
4/27/2026 Y Intercept Hong Kong Ltd13,504$459K0.0%N/A0.022%
4/25/2026 Blue Capital Inc.17,377$591K0.4%N/A0.028%
4/24/2026 Essex Financial Services Inc.21,722$739K0.0%N/A0.035%
4/24/2026 Global Trust Asset Management LLC2,300$78K0.0%N/A0.004%
4/23/2026 SageGuard Financial Group LLC150,796$5.13M0.8%+113.6%0.244%
4/23/2026 Vicus Capital803,382$27.33M2.0%+2,690.9%1.302%
4/22/2026 Yoder Wealth Management Inc.112,557$3.83M1.7%-7.7%0.183%
4/21/2026 VCI Wealth Management LLC6,557$223K0.1%-21.9%0.011%
4/21/2026 Maltin Wealth Management Inc.124,946$4.25M1.6%+12.2%0.203%
4/21/2026 AA Financial Advisors LLC10,784$367K0.1%-48.9%0.018%
4/21/2026 Penobscot Wealth Management41,466$1.41M0.4%N/A0.067%
4/20/2026 Kestra Private Wealth Services LLC34,974$1.19M0.0%+20.7%0.057%
4/20/2026 RFG Advisory LLC11,831$402K0.0%N/A0.019%
4/18/2026 BCS Wealth Management8,603$293K0.1%-50.0%0.014%
4/17/2026 Certified Advisory Corp25,066$853K0.1%N/A0.041%
4/17/2026 Roxbury Financial LLC22,947$781K0.7%+6.3%0.037%
4/17/2026 Sweeney & Michel LLC16,921$540K0.2%-7.4%0.027%
4/17/2026 Brookstone Capital Management7,168$244K0.0%N/A0.012%
4/16/2026 Smith Salley Wealth Management48,705$1.66M0.1%+1.4%0.079%
4/16/2026 Sheets Smith Wealth Management38,847$1.32M0.1%-0.9%0.063%
3/6/2026 Cedarwood Wealth LLC11,756$321K0.4%N/A0.022%
2/27/2026 Instrumental Wealth LLC7,981$198K0.1%N/A0.015%
2/20/2026Sunbelt Securities Inc.58,124$1.44M0.1%-24.0%0.109%
2/19/2026 Jacobs Equity LLC15,092$374K0.4%N/A0.028%
2/18/2026 Mercer Global Advisors Inc. ADV59,645$1.48M0.0%-20.8%0.111%
2/18/2026 EP Wealth Advisors LLC34,344$851K0.0%N/A0.064%
2/18/2026 NewEdge Advisors LLC127,704$3.16M0.0%-20.6%0.239%
2/18/2026 Tudor Investment Corp ET AL62,491$1.55M0.0%+196.5%0.117%
2/18/2026 Align Financial LLC35,793$887K0.0%N/A0.067%
2/17/2026 Cetera Investment Advisers330,985$8.20M0.0%+7.5%0.619%
2/17/2026 Equitable Holdings Inc.9,429$234K0.0%N/A0.018%
2/17/2026 Osaic Holdings Inc.260,413$6.46M0.0%-1.6%0.487%
2/17/2026 Advisory Services Network LLC59,816$1.48M0.0%-12.5%0.112%
2/17/2026 Tower Research Capital LLC TRC 49,842$1.24M0.0%-88.7%0.093%
2/17/2026 Private Advisor Group LLC217,802$5.40M0.0%-0.3%0.407%
2/17/2026 Royal Bank of Canada89,670$2.22M0.0%+37.9%0.168%
2/16/2026 Mariner LLC63,184$1.57M0.0%+2.3%0.118%
2/16/2026Motiv8 Investments LLC3,413$85K0.0%N/A0.006%
2/16/2026 KCM Investment Advisors LLC155,912$3.86M0.1%-7.3%0.291%
2/16/2026 Atlas Capital Advisors Inc.15,999$396K0.0%N/A0.030%
2/13/2026 Kestra Advisory Services LLC171,424$4.25M0.0%+0.7%0.320%
2/13/2026 Transamerica Financial Advisors LLC6,576$163K0.0%+79.2%0.012%
2/13/2026 Stifel Financial Corp110,700$2.74M0.0%+5.6%0.207%
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2/13/2026 Arkadios Wealth Advisors49,132$1.22M0.0%-1.3%0.092%
2/13/2026 Headlands Technologies LLC45,436$1.13M0.1%N/A0.085%
2/13/2026 Wells Fargo & Company MN455,869$11.29M0.0%-2.5%0.852%
2/13/2026 Summit Financial LLC23,242$576K0.0%-71.3%0.043%
2/12/2026 Elevation Wealth Management LLC13,854$343K0.3%N/A0.026%
2/12/2026 Jane Street Group LLC11,175$277K0.0%-91.2%0.021%
2/12/2026 HRT Financial LP27,661$685K0.0%-5.8%0.052%
2/12/2026 Commonwealth Equity Services LLC1,286,484$31.87M0.0%-2.9%2.405%
2/12/2026 Eley Financial Management Inc160,865$3.99M1.4%-9.3%0.301%
2/11/2026 KDK Private Wealth Management LLC24,072$596K0.5%-2.1%0.045%


FENY Institutional Ownership - Frequently Asked Questions

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 ($59.74M), Commonwealth Equity Services LLC ($31.87M), Vicus Capital ($27.33M), AGF Management Ltd. ($23.07M), LPL Financial LLC ($20.46M), and HighTower Advisors LLC ($17.71M).Learn more on Fidelity MSCI Energy Index ETF's institutional investors.

Of the 194 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: BNP Paribas Financial Markets ($1.05M), Envestnet Asset Management Inc. ($990.88K), Vicus Capital ($777.50K), Hilltop Wealth Advisors LLC ($534.02K), Soundwatch Capital LLC ($482.18K), Tower Research Capital LLC TRC ($473.65K), and Cetera Investment Advisers ($462.41K).

Institutional investors have bought a total of 4,955,638 shares in the last 24 months. This purchase volume represents approximately $138.66M in transactions.

Of the 71 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: Envestnet Asset Management Inc. ($640.52K), Northwestern Mutual Wealth Management Co. ($569.38K), Tudor Investment Corp ET AL ($469.30K), Tower Research Capital LLC TRC ($391.79K), Guerra Advisors Inc ($187.90K), NewEdge Advisors LLC ($139.46K), and Commonwealth Equity Services LLC ($135.04K).

Institutional investors have sold a total of 3,337,607 shares in the last 24 months. This volume of shares sold represents approximately $84.52M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FENY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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