Go Pro
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (Ad)tc pixel Free FENY Stock Alerts

Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$34.37 +0.48 (+1.42%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$149.07M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$91.63M
Get FENY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity MSCI Energy Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FENY Institutional Buying and Selling by Quarter

Fidelity MSCI Energy Index ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/18/2026Western 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%
5/19/2026Western 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%
5/19/2026Bank 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%
5/18/2026Royal 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%
5/16/2026KCM 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%
5/13/2026Parker Investment Management LLC9,991$340K0.1%N/A0.016%
5/12/2026Bellwether 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%
5/4/2026Lifeworks Advisors LLC7,250$247K0.0%-25.4%0.012%
5/4/2026 Procyon Advisors LLC75,764$2.58M0.0%N/A0.121%
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%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
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%
2/19/2026Jacobs 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%
2/18/2026Tudor 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%
2/17/2026Equitable Holdings Inc.9,429$234K0.0%N/A0.018%
2/17/2026Osaic 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%
2/17/2026Royal 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%
2/16/2026KCM 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%
2/13/2026Transamerica Financial Advisors LLC6,576$163K0.0%+79.2%0.012%
2/13/2026 Stifel Financial Corp110,700$2.74M0.0%+5.6%0.207%
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%
2/13/2026Wells 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%
Gold Miners Post Record Cash Flow Even as Prices Pull Back (Ad)

The four largest gold miners are generating record free cash flow, even with gold pulling back from recent highs. Margins as high as 75 percent make this the most profitable stretch in their history. Yet junior gold miners, the prime buyout targets for these cash-rich majors, are still priced as if gold were stuck at 1800 dollars an ounce instead of today's levels. Analyst Garrett Goggin calls this the Golden Anomaly, a gap he says rarely lasts long once a gold bull market gets going.tc pixel

See the junior gold miners poised for a major buyout wave
2/12/2026Jane Street Group LLC11,175$277K0.0%-91.2%0.021%
2/12/2026HRT 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%
2/11/2026 Deutsche Bank AG997$25K0.0%N/A0.002%
2/11/2026 LPL Financial LLC826,014$20.46M0.0%-6.3%1.544%
2/11/2026 O Shaughnessy Asset Management LLC4,556$113K0.0%-18.3%0.009%
2/11/2026 MCF Advisors LLC4,242$105K0.0%N/A0.008%
2/10/2026 Lido Advisors LLC1,717,024$42.45M0.1%+0.2%3.209%


FENY Institutional Ownership - Frequently Asked Questions

During the previous two years, 232 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), Cetera Investment Advisers ($532.59K), Soundwatch Capital LLC ($482.18K), and Tower Research Capital LLC TRC ($473.65K).

Institutional investors have bought a total of 5,450,181 shares in the last 24 months. This purchase volume represents approximately $149.07M in transactions.

Of the 72 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), Advisory Services Network LLC ($184.98K), and NewEdge Advisors LLC ($139.46K).

Institutional investors have sold a total of 3,640,869 shares in the last 24 months. This volume of shares sold represents approximately $91.63M 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 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel