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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$37.02 +0.03 (+0.07%)
As of 10:20 AM 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)
116
Total
Institutional Inflows
(last 12 months)
$159.21M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$84.69M
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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
10/14/2026Signal Advisors Wealth LLC24,918$845K0.0%+257.0%0.041%
10/14/2026Maltin Wealth Management Inc.115,800$3.93M1.3%+2.0%0.191%
10/9/2026Galvin Gaustad & Stein LLC12,307$417K0.0%-10.5%0.020%
10/7/2026Elm3 Financial Group LLC9,815$333K0.2%N/A0.016%
10/7/2026American National Bank & Trust20,494$695K0.1%+6.3%0.034%
9/23/2026Envestnet Asset Management Inc.1,516,919$44.84M0.0%+77.2%2.503%
9/9/2026MCF Advisors LLC2,781$82K0.0%-15.5%0.005%
9/9/2026Integrated Wealth Concepts LLC4,599$136K0.0%N/A0.008%
9/9/2026RFG Advisory LLC7,552$223K0.0%-36.2%0.012%
9/9/2026NewEdge Advisors LLC109,117$3.23M0.0%+5.6%0.180%
8/23/2026Ameritas Advisory Services LLC20,100$594K0.0%N/A0.033%
8/22/2026Elevation Wealth Management LLC26,664$788K0.6%+82.1%0.044%
8/21/2026Secure Asset Management LLC15,235$450K0.1%N/A0.025%
8/20/2026Proficio Capital Partners LLC143,520$4.24M0.2%N/A0.236%
8/20/2026Headlands Technologies LLC14,498$429K0.0%+42.2%0.024%
7/10/2026Heck Capital Advisors LLC10,587$313K0.0%-56.8%0.018%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors14,692$434K0.0%-4.4%0.025%
7/9/2026Allied Private Wealth LLC4,419$136K0.1%N/A0.007%
7/8/2026TrueWealth 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%
6/3/2026NewEdge Advisors LLC103,376$3.52M0.0%-19.1%0.166%
5/20/2026Arete Wealth Advisors LLC10,218$348K0.0%N/A0.016%
5/19/2026Western Wealth Management LLC20,040$682K0.0%N/A0.032%
5/19/2026Eley Financial Management Inc161,414$5.49M1.9%+0.3%0.259%
5/19/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors39,788$1.35M0.0%-19.0%0.064%
5/19/2026Arete 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%
5/18/2026Eley 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%
5/16/2026Quantinno Capital Management LP9,605$327K0.0%N/A0.015%
5/15/2026Gateway Wealth Partners LLC12,508$426K0.0%N/A0.020%
5/14/2026Renaissance Technologies LLC36,500$1.24M0.0%N/A0.058%
5/14/2026Lido Advisors LLC1,755,925$59.74M0.2%+2.3%2.814%
5/13/2026Cetera 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%
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5/6/2026Modera Wealth Management LLC8,636$294K0.0%N/A0.014%
5/5/2026D.A. Davidson & CO.42,952$1.46M0.0%+1.6%0.069%
5/5/2026Beaumont Financial Advisors LLC60,946$2.07M0.1%-12.6%0.098%
5/5/2026Bank of New York Mellon Corp152,762$5.20M0.0%+131.3%0.245%
5/5/2026Advisors Preferred LLC1,733$59K0.0%N/A0.003%
5/5/2026Sanctuary Advisors LLC17,642$600K0.0%+99.1%0.028%
5/5/2026Sigma Planning Corp23,551$801K0.0%+30.2%0.038%
5/4/2026HBW Advisory Services LLC18,280$622K0.1%N/A0.029%
5/4/2026Lifeworks Advisors LLC7,250$247K0.0%-25.4%0.012%
5/4/2026Procyon Advisors LLC75,764$2.58M0.0%N/A0.121%
5/2/2026CAP Partners LLC16,787$571K0.3%+6.6%0.027%
5/2/2026Castleview Partners LLC22,211$756K0.4%+4.2%0.036%
5/1/2026Fifth Third Bancorp2,575$88K0.0%+157.5%0.004%
4/30/2026Kestra Advisory Services LLC189,088$6.43M0.0%+10.3%0.308%
4/29/2026Fee Only Financial Planning L.C.9,290$316K0.2%-21.4%0.015%
4/28/2026Bravias Capital Group LLC50,922$1.73M1.1%+24.8%0.083%
4/27/2026Private Advisor Group LLC228,035$7.76M0.0%+4.7%0.370%
4/27/2026Y Intercept Hong Kong Ltd13,504$459K0.0%N/A0.022%
4/25/2026Blue Capital Inc.17,377$591K0.4%N/A0.028%
4/24/2026Essex Financial Services Inc.21,722$739K0.0%N/A0.035%
4/24/2026Global Trust Asset Management LLC2,300$78K0.0%N/A0.004%
4/23/2026SageGuard Financial Group LLC150,796$5.13M0.8%+113.6%0.244%
4/23/2026Vicus Capital803,382$27.33M2.0%+2,690.9%1.302%
4/22/2026Yoder Wealth Management Inc.112,557$3.83M1.7%-7.7%0.183%
4/21/2026VCI Wealth Management LLC6,557$223K0.1%-21.9%0.011%
4/21/2026Maltin Wealth Management Inc.124,946$4.25M1.6%+12.2%0.203%
4/21/2026AA Financial Advisors LLC10,784$367K0.1%-48.9%0.018%
4/21/2026Penobscot Wealth Management41,466$1.41M0.4%N/A0.067%
4/20/2026Kestra Private Wealth Services LLC34,974$1.19M0.0%+20.7%0.057%
4/20/2026RFG Advisory LLC11,831$402K0.0%N/A0.019%
4/18/2026BCS Wealth Management8,603$293K0.1%-50.0%0.014%
4/17/2026Certified Advisory Corp25,066$853K0.1%N/A0.041%
4/17/2026 Roxbury Financial LLC22,947$781K0.7%+6.3%0.037%
4/17/2026Sweeney & Michel LLC16,921$540K0.2%-7.4%0.027%
4/17/2026Brookstone Capital Management7,168$244K0.0%N/A0.012%
4/16/2026Smith Salley Wealth Management48,705$1.66M0.1%+1.4%0.079%
4/16/2026Sheets Smith Wealth Management38,847$1.32M0.1%-0.9%0.063%
3/6/2026Cedarwood Wealth LLC11,756$321K0.4%N/A0.022%
2/27/2026Instrumental 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%
2/18/2026Mercer Global Advisors Inc. ADV59,645$1.48M0.0%-20.8%0.111%
2/18/2026EP Wealth Advisors LLC34,344$851K0.0%N/A0.064%
2/18/2026NewEdge 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%
2/18/2026Align Financial LLC35,793$887K0.0%N/A0.067%
2/17/2026Cetera 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%
2/17/2026Advisory Services Network LLC59,816$1.48M0.0%-12.5%0.112%
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2/17/2026Tower Research Capital LLC TRC 49,842$1.24M0.0%-88.7%0.093%
2/17/2026Private 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%
2/16/2026Mariner 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%
2/16/2026Atlas Capital Advisors Inc.15,999$396K0.0%N/A0.030%
2/13/2026Kestra Advisory Services LLC171,424$4.25M0.0%+0.7%0.320%
2/13/2026Transamerica Financial Advisors LLC6,576$163K0.0%+79.2%0.012%
2/13/2026Stifel Financial Corp110,700$2.74M0.0%+5.6%0.207%


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), Envestnet Asset Management Inc. ($44.84M), Commonwealth Equity Services LLC ($31.87M), Vicus Capital ($27.33M), AGF Management Ltd. ($23.07M), and LPL Financial LLC ($20.46M).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: Envestnet Asset Management Inc. ($1.65M), BNP Paribas Financial Markets ($1.05M), 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 5,643,952 shares in the last 24 months. This purchase volume represents approximately $159.21M in transactions.

Of the 74 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 3,343,025 shares in the last 24 months. This volume of shares sold represents approximately $84.69M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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