Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

$25.40

+0.10 (+0.40%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 104
Total Institutional Inflows (last 12 months): $138.56M

Number of Institutional Sellers (last 12 months): 71
Total Institutional Outflows (last 12 months): $135.68M

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FENY Institutional Buying and Selling by Quarter

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Fidelity MSCI Energy Index ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Patriot Financial Group Insurance Agency LLC	62,218	$1.56M	0.2%	+3.6%	0.086%
7/26/2024	Cambridge Investment Research Advisors Inc.	124,072	$3.11M	0.0%	+3.7%	0.171%
7/26/2024	Instrumental Wealth LLC	8,069	$204K	0.2%	N/A	0.011%
7/24/2024	TrueWealth Advisors LLC	11,886	$298K	0.1%	-14.6%	0.016%
7/24/2024	Traynor Capital Management Inc.	211,223	$5.30M	0.4%	+4.6%	0.290%
7/23/2024	Traphagen Investment Advisors LLC	9,080	$228K	0.0%	-15.5%	0.012%
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7/23/2024	American National Bank	5,176	$130K	0.0%	+125.4%	0.007%
7/23/2024	Vicus Capital	30,497	$765K	0.1%	+6.9%	0.042%
7/22/2024	Atria Wealth Solutions Inc.	63,206	$1.59M	0.0%	-8.0%	0.087%
7/22/2024	Fifth Third Bancorp	1,138	$29K	0.0%	-36.9%	0.002%
7/19/2024	Financial Partners Group Inc	255,750	$6.42M	1.0%	+14.6%	0.352%
7/19/2024	CAP Partners LLC	17,835	$447K	0.4%	-25.8%	0.025%
7/18/2024	Sinecera Capital LLC	51,549	$1.29M	1.7%	+1.1%	0.071%
7/18/2024	Gradient Investments LLC	1,940	$49K	0.0%	N/A	0.003%
7/18/2024	Brookstone Capital Management	13,689	$352K	0.0%	-5.3%	0.019%
7/17/2024	Galvin Gaustad & Stein LLC	20,641	$518K	0.0%	-4.3%	0.028%
7/16/2024	Wealth Enhancement Advisory Services LLC	17,373	$436K	0.0%	+40.1%	0.024%
7/16/2024	AA Financial Advisors LLC	10,378	$260K	0.1%	+9.6%	0.014%
7/15/2024	Fifth Third Securities Inc.	22,446	$563K	0.1%	-20.8%	0.031%
7/15/2024	RFG Advisory LLC	92,949	$2.33M	0.1%	-3.7%	0.128%
7/12/2024	Maltin Wealth Management Inc.	80,687	$2.02M	1.1%	+5.1%	0.111%
7/12/2024	Baldwin Brothers LLC MA	2,820	$71K	0.0%	N/A	0.004%
7/10/2024	CWM LLC	6,191	$155K	0.0%	+31.0%	0.009%
7/9/2024	Park Avenue Securities LLC	31,701	$795K	0.0%	+14.5%	0.044%
7/9/2024	Mather Group LLC.	1,038	$27K	0.0%	N/A	0.001%
5/29/2024	Pathway Financial Advisers LLC	1,972	$51K	0.0%	N/A	0.003%
5/24/2024	Cetera Advisors LLC	45,329	$1.17M	0.0%	+174.2%	0.062%
5/24/2024	Cetera Investment Advisers	207,892	$5.38M	0.0%	+47.2%	0.286%
5/17/2024	Investmark Advisory Group LLC	8,319	$215K	0.1%	N/A	0.011%
5/17/2024	Coppell Advisory Solutions Corp.	9,734	$252K	0.0%	N/A	0.013%
5/17/2024	Tidal Investments LLC	74,367	$1.92M	0.0%	N/A	0.102%
5/17/2024	Creekmur Asset Management LLC	6,743	$174K	0.1%	-41.3%	0.009%
5/16/2024	Sugar Maple Asset Management LLC	10,941	$283K	0.3%	N/A	0.015%
5/16/2024	Sweeney & Michel LLC	10,000	$258K	0.1%	N/A	0.014%
5/15/2024	Evergreen Wealth Solutions LLC	22,050	$570K	0.4%	N/A	0.030%
5/15/2024	Kestra Advisory Services LLC	592,988	$15.34M	0.1%	+3.3%	0.815%
5/15/2024	Quadrature Capital Ltd	19,023	$493K	0.0%	N/A	0.026%
5/14/2024	EP Wealth Advisors LLC	30,107	$779K	0.0%	-1.9%	0.041%
5/11/2024	Beaumont Financial Advisors LLC	55,296	$1.43M	0.1%	N/A	0.076%
5/11/2024	Jacobi Capital Management LLC	119,696	$3.10M	0.3%	+0.4%	0.165%
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5/8/2024	Sheets Smith Wealth Management	45,868	$1.19M	0.1%	-7.2%	0.063%
5/7/2024	KCM Investment Advisors LLC	201,163	$5.20M	0.2%	+1.2%	0.277%
5/6/2024	Leuthold Group LLC	75,866	$1.96M	0.2%	+3.7%	0.104%
5/6/2024	VitalStone Financial LLC	4,126	$107K	0.1%	+293.0%	0.006%
5/6/2024	Advisory Services Network LLC	163,462	$4.23M	0.1%	+10.8%	0.225%
5/4/2024	Geneos Wealth Management Inc.	7,500	$194K	0.0%	+11,438.5%	0.010%
5/3/2024	AA Financial Advisors LLC	9,469	$245K	0.1%	+4.7%	0.013%
5/3/2024	Smith Salley Wealth Management	56,203	$1.45M	0.1%	+1.0%	0.077%
5/1/2024	BNP Paribas Financial Markets	4,455	$115K	0.0%	+860.1%	0.006%
5/1/2024	Mission Wealth Management LP	8,003	$207K	0.0%	N/A	0.011%
4/30/2024	Private Advisor Group LLC	48,717	$1.26M	0.0%	+23.3%	0.067%
4/30/2024	J.W. Cole Advisors Inc.	21,495	$556K	0.0%	-6.4%	0.030%
4/30/2024	Hartline Investment Corp	14,717	$381K	0.1%	N/A	0.020%
4/29/2024	Commonwealth Equity Services LLC	1,217,013	$31.48M	0.1%	-6.6%	1.676%
4/27/2024	Glass Jacobson Investment Advisors llc	49,591	$1.28M	0.5%	+4.7%	0.068%
4/25/2024	Simplex Trading LLC	12,233	$316K	0.0%	+7,948.0%	0.017%
4/25/2024	Cambridge Investment Research Advisors Inc.	119,624	$3.10M	0.0%	-7.7%	0.165%
4/23/2024	Charter Oak Capital Management LLC	14,850	$384K	0.0%	+9.2%	0.020%
4/23/2024	TrueWealth Advisors LLC	13,921	$360K	0.1%	-9.6%	0.019%
4/23/2024	Graham Capital Wealth Management LLC	45,658	$1.18M	1.3%	N/A	0.063%
4/22/2024	Parsons Capital Management Inc. RI	41,982	$1.09M	0.1%	-0.9%	0.058%
4/22/2024	Strategic Advisors LLC	20,405	$528K	0.1%	-14.4%	0.028%
4/19/2024	Core Wealth Partners LLC	29,785	$771K	0.6%	+8.1%	0.041%
4/19/2024	Yoder Wealth Management Inc.	86,400	$2.24M	1.5%	+17.9%	0.119%
4/18/2024	CAP Partners LLC	24,040	$622K	0.5%	-8.8%	0.033%
4/17/2024	Vicus Capital	28,540	$738K	0.1%	-8.8%	0.039%
4/16/2024	Maltin Wealth Management Inc.	76,758	$1.99M	1.1%	+9.1%	0.106%
4/15/2024	Sinecera Capital LLC	50,997	$1.32M	1.8%	-60.0%	0.076%
4/15/2024	Brookstone Capital Management	14,460	$374K	0.0%	-10.5%	0.022%
4/15/2024	Sunbelt Securities Inc.	36,433	$943K	0.1%	-44.0%	0.054%
4/15/2024	Atlas Capital Advisors LLC	30,794	$797K	0.1%	+15.5%	0.046%
4/12/2024	Traynor Capital Management Inc.	202,021	$5.23M	0.5%	+3.1%	0.302%
4/11/2024	RFG Advisory LLC	96,567	$2.50M	0.1%	-25.5%	0.144%
4/10/2024	Inscription Capital LLC	29,473	$787K	0.3%	N/A	0.044%
4/10/2024	Park Avenue Securities LLC	27,684	$716K	0.0%	-3.0%	0.041%
4/10/2024	American National Bank	2,296	$59K	0.0%	+83.1%	0.003%
4/9/2024	Lynch & Associates IN	49,570	$1.28M	0.3%	+4.7%	0.074%
4/5/2024	Hilltop Wealth Advisors LLC	8,392	$217K	0.1%	-6.0%	0.013%
4/5/2024	NBC Securities Inc.	1,170	$31K	0.0%	N/A	0.002%
4/2/2024	Heartwood Wealth Advisors LLC	10,723	$277K	0.0%	+4.8%	0.016%
3/1/2024	Creekmur Asset Management LLC	11,478	$264K	0.1%	N/A	0.017%
2/26/2024	Integrated Advisors Network LLC	31,896	$735K	0.0%	+52.7%	0.048%
2/20/2024	Able Wealth Management LLC	23,849	$549K	0.5%	N/A	0.036%
2/16/2024	Trail Ridge Investment Advisors LLC	127,939	$2.95M	1.8%	-4.8%	0.191%
2/15/2024	Freedom Investment Management Inc.	100,107	$2.31M	0.2%	-10.4%	0.150%
2/14/2024	Jacobi Capital Management LLC	119,171	$2.75M	0.3%	-2.5%	0.178%
2/14/2024	Connectus Wealth LLC	192,244	$4.43M	0.1%	-3.2%	0.287%
2/14/2024	Wealth Quarterback LLC	154,974	$3.57M	2.2%	+14.4%	0.231%
2/14/2024	Cutler Capital Management LLC	231,343	$5.33M	2.2%	+5.2%	0.346%
2/13/2024	Exencial Wealth Advisors LLC	11,765	$271K	0.0%	+4.5%	0.018%
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2/12/2024	Focus Financial Network Inc. ADV	11,388	$262K	0.0%	N/A	0.017%
2/12/2024	Steward Partners Investment Advisory LLC	93,091	$2.15M	0.0%	+9.0%	0.139%
2/12/2024	CAP Partners LLC	26,372	$608K	0.6%	N/A	0.039%
2/9/2024	Advisory Services Network LLC	147,570	$3.40M	0.1%	+73.2%	0.220%
2/9/2024	Cambridge Investment Research Advisors Inc.	129,662	$2.99M	0.0%	-13.3%	0.194%
2/9/2024	Trexquant Investment LP	9,235	$213K	0.0%	N/A	0.014%
2/9/2024	D.A. Davidson & CO.	35,886	$827K	0.0%	+6.6%	0.054%
2/9/2024	Wells Fargo & Company MN	816,591	$18.81M	0.0%	+28.1%	1.220%
2/9/2024	UBS Group AG	300,942	$6.93M	0.0%	-1.1%	0.450%
2/8/2024	American National Bank	1,254	$29K	0.0%	+457.3%	0.002%

(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, 181 institutional investors and hedge funds held shares of Fidelity MSCI Energy Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($52.47M), Lido Advisors LLC ($34.49M), Commonwealth Equity Services LLC ($31.48M), Envestnet Asset Management Inc. ($31.20M), HighTower Advisors LLC ($21.24M), Advisor Group Holdings Inc. ($20.21M), and Wells Fargo & Company MN ($18.81M).Learn more on FENY's institutional investors.
Which institutional investors have been buying Fidelity MSCI Energy Index ETF stock?: Of the 155 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. ($2.44M), Vicus Capital ($585.80K), Envestnet Asset Management Inc. ($508.45K), AE Wealth Management LLC ($450.94K), Kestra Private Wealth Services LLC ($348.85K), Transform Wealth LLC ($314.66K), and MML Investors Services LLC ($295.19K).
How much institutional buying is happening at Fidelity MSCI Energy Index ETF?: Institutional investors have bought a total of 10,545,172 shares in the last 24 months. This purchase volume represents approximately $238.66M in transactions.

Which Fidelity MSCI Energy Index ETF major shareholders have been selling company stock?: Of the 101 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: Charles Schwab Investment Management Inc. ($2.44M), Vicus Capital ($1.18M), Commonwealth Equity Services LLC ($960.29K), Envestnet Asset Management Inc. ($500.23K), Kestra Advisory Services LLC ($353.56K), Connectus Wealth LLC ($300.41K), and Osaic Holdings Inc. ($250.08K).
How much institutional selling is happening at Fidelity MSCI Energy Index ETF?: Institutional investors have sold a total of 9,479,263 shares in the last 24 months. This volume of shares sold represents approximately $213.82M in transactions.