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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$24.42 +0.63 (+2.65%)
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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)
$144.54M
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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
7/7/2025 Roxbury Financial LLC24,607$577K0.6%-24.4%0.043%
5/29/2025 Nova Wealth Management Inc.2,296$59K0.1%-48.7%0.004%
5/27/2025Jacobi Capital Management LLC107,436$2.75M0.2%-3.6%0.179%
5/19/2025Jane Street Group LLC84,276$2.15M0.0%+197.0%0.140%
5/16/2025Jones Financial Companies Lllp12,653$323K0.0%+30.3%0.021%
5/16/2025National Wealth Management Group LLC8,167$209K0.1%N/A0.014%
5/16/2025NewEdge Advisors LLC152,193$3.89M0.0%-38.7%0.253%
5/16/2025Investmark Advisory Group LLC9,532$244K0.1%-5.5%0.016%
5/15/2025Cubist Systematic Strategies LLC12,525$320K0.0%N/A0.021%
5/15/2025Royal Bank of Canada62,708$1.60M0.0%+16.9%0.104%
5/14/2025Full Sail Capital LLC39,060$998K0.1%-1.6%0.065%
5/14/2025Freedom Investment Management Inc.64,154$1.64M0.1%-10.3%0.107%
5/14/2025Northwestern Mutual Wealth Management Co.735,256$18.79M0.0%-0.8%1.223%
5/14/2025Kestra Advisory Services LLC220,453$5.63M0.0%-0.6%0.367%
5/14/2025CW Advisors LLC32,710$835K0.0%+114.0%0.054%
5/14/2025Flow Traders U.S. LLC17,165$439K0.0%N/A0.029%
5/13/2025Kovitz Investment Group Partners LLC51,790$1.32M0.0%-66.0%0.086%
5/13/2025Heck Capital Advisors LLC22,966$587K0.1%-70.1%0.038%
5/13/2025HighTower Advisors LLC1,022,058$26.11M0.0%+1.8%1.689%
5/13/2025Core Wealth Partners LLC18,547$474K0.3%-6.5%0.031%
5/12/2025AGF Management Ltd.840,702$21.48M0.1%+2.7%1.390%
5/12/2025Meridian Wealth Management LLC11,045$282K0.0%+5.3%0.018%
5/12/2025Atlas Capital Advisors Inc.24,579$628K0.1%+49.1%0.041%
5/9/2025Atria Wealth Solutions Inc.43,609$1.11M0.0%+81.1%0.072%
5/9/2025Bravias Capital Group LLC29,261$748K0.6%-3.3%0.048%
5/9/2025Commonwealth Equity Services LLC1,523,883$38.94M0.1%-0.5%2.519%
5/9/2025Delta Financial Group Inc.8,325$212K0.0%N/A0.014%
5/8/2025Certified Advisory Corp8,504$217K0.0%N/A0.014%
5/8/2025CAP Partners LLC16,534$422K0.3%-5.5%0.027%
5/8/2025Arkadios Wealth Advisors46,831$1.20M0.0%N/A0.077%
5/7/2025Galvin Gaustad & Stein LLC17,655$451K0.0%-4.5%0.029%
5/7/2025LPL Financial LLC789,319$20.17M0.0%+10.6%1.305%
5/6/2025Cetera Investment Advisers84,027$2.15M0.0%-38.7%0.139%
5/6/2025Avantax Advisory Services Inc.50,075$1.28M0.0%-9.0%0.083%
5/6/2025Lifeworks Advisors LLC13,338$341K0.1%+5.8%0.022%
5/6/2025Elm3 Financial Group LLC7,846$200K0.2%N/A0.013%
5/6/2025AE Wealth Management LLC96,215$2.46M0.0%+2,683.2%0.159%
5/6/2025IMA Advisory Services Inc.1,501$38K0.0%N/A0.002%
5/6/2025VCI Wealth Management LLC36,511$933K0.4%+129.6%0.060%
5/6/2025Financial Partners Group Inc215,137$5.50M0.8%-3.7%0.356%
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5/6/2025Y Intercept Hong Kong Ltd28,107$718K0.0%N/A0.046%
5/5/2025Wealth Quarterback LLC89,873$2.30M1.3%-46.3%0.149%
5/5/2025IFP Advisors Inc4,513$115K0.0%-13.0%0.007%
5/5/2025Kestra Private Wealth Services LLC35,477$906K0.0%-48.1%0.059%
5/5/2025Private Advisor Group LLC215,603$5.51M0.0%+312.1%0.356%
5/2/2025Trail Ridge Investment Advisors LLC110,714$2.83M1.5%-5.3%0.183%
5/2/2025Sigma Planning Corp19,644$502K0.0%-22.8%0.032%
5/1/2025CWM LLC23,859$610K0.0%+118.3%0.039%
4/30/2025Court Place Advisors LLC11,669$298K0.1%-7.9%0.019%
4/30/2025Stratos Wealth Partners LTD.12,440$318K0.0%-6.2%0.021%
4/29/2025U.S. Capital Wealth Advisors LLC29,473$753K0.0%N/A0.049%
4/29/2025Envestnet Asset Management Inc.231,768$5.92M0.0%-30.9%0.383%
4/29/2025Columbia River Financial Group LLC3,756$95K0.1%N/A0.006%
4/28/2025Able Wealth Management LLC10,210$261K0.1%-28.8%0.017%
4/25/2025Ameritas Advisory Services LLC31,088$779K0.0%-3.9%0.051%
4/25/2025Guerra Advisors Inc158,585$4.05M2.3%N/A0.262%
4/24/2025Sunbelt Securities Inc.78,422$2.00M0.2%-27.0%0.130%
4/23/2025Aspetuck Financial Management LLC69,861$1.79M1.5%N/A0.115%
4/23/2025Sheets Smith Wealth Management40,994$1.05M0.1%-8.4%0.068%
4/23/2025Valmark Advisers Inc.23,020$588K0.0%-4.7%0.038%
4/22/2025Yoder Wealth Management Inc.104,958$2.68M1.5%+2.9%0.173%
4/22/2025Prairie Wealth Advisors Inc.26,960$689K0.3%-2.9%0.045%
4/22/2025Cambridge Investment Research Advisors Inc.133,304$3.41M0.0%+1.4%0.220%
4/22/2025Castleview Partners LLC18,999$485K0.3%+155.3%0.031%
4/21/2025Heartwood Wealth Advisors LLC9,409$240K0.0%-12.3%0.016%
4/17/2025Lynch & Associates IN53,246$1.36M0.3%+1.5%0.087%
4/17/2025Strategic Advisors LLC20,093$513K0.1%-2.8%0.033%
4/17/2025Vicus Capital30,848$788K0.1%+1.7%0.050%
4/17/2025AA Financial Advisors LLC18,339$469K0.1%+4.9%0.030%
4/17/2025Inscription Capital LLC29,473$762K0.1%N/A0.048%
4/16/2025Wealth Enhancement Advisory Services LLC19,713$504K0.0%+33.1%0.032%
4/15/2025GPS Wealth Strategies Group LLC3,466$89K0.0%N/A0.006%
4/15/2025Fifth Third Bancorp1,821$47K0.0%+82.1%0.003%
4/15/2025CX Institutional1,863$48K0.0%N/A0.003%
4/15/2025Integrated Advisors Network LLC31,025$793K0.0%-34.5%0.051%
4/14/2025Capital Investment Advisors LLC28,283$723K0.0%-2.2%0.046%
4/14/2025Miracle Mile Advisors LLC127,230$3.25M0.1%+7.5%0.208%
4/14/2025Patriot Financial Group Insurance Agency LLC63,374$1.62M0.2%-3.7%0.104%
4/14/2025Charter Oak Capital Management LLC14,707$376K0.0%-3.0%0.024%
4/10/2025Maltin Wealth Management Inc.98,925$2.53M1.2%+13.3%0.162%
4/9/2025RFG Advisory LLC8,590$219K0.0%-48.9%0.014%
4/9/2025 Roxbury Financial LLC32,561$812K0.8%-3.5%0.053%
4/9/2025Sweeney & Michel LLC15,808$404K0.2%N/A0.026%
4/9/2025NBC Securities Inc.5,193$132K0.0%+103,760.0%0.008%
4/9/2025American National Bank & Trust26,422$675K0.1%+69.2%0.043%
4/8/2025Parallel Advisors LLC8,301$212K0.0%-49.1%0.014%
3/21/2025Prostatis Group LLC9,512$227K0.1%-90.0%0.015%
2/27/2025Bernard Wealth Management Corp.1,263$30K0.0%N/A0.002%
2/25/2025Heck Capital Advisors LLC76,886$1.83M0.1%N/A0.106%
2/25/2025Integrated Advisors Network LLC47,402$1.13M0.1%+12.3%0.065%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

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2/24/2025Wilkins Miller Wealth Management LLC13,260$316K0.3%N/A0.018%
2/18/2025Western Wealth Management LLC36,148$862K0.3%-12.3%0.050%
2/18/2025Sunbelt Securities Inc.107,370$2.53M0.2%+18.8%0.148%
2/17/2025Visionary Wealth Advisors21,835$521K0.0%+4.0%0.030%
2/17/2025Snowden Capital Advisors LLC31,309$746K0.0%-1.5%0.043%
2/17/2025Full Sail Capital LLC39,676$946K0.1%+14.3%0.055%
2/17/2025EPG Wealth Management LLC44,830$1.07M0.3%-1.3%0.062%
2/17/2025Cetera Investment Advisers136,991$3.27M0.0%-51.0%0.188%
2/17/2025Bank of America Corp DE228,168$5.44M0.0%+28.1%0.314%
2/17/2025BNP Paribas Financial Markets100,600$2.40M0.0%N/A0.138%
(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 Fidelity MSCI Energy Index ETF's institutional investors.

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

Of the 185 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: 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 4,135,948 shares in the last 24 months. This purchase volume represents approximately $101.27M in transactions.

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

Of the 84 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: FMR LLC ($3.12M), Envestnet Asset Management Inc. ($831.35K), AE Wealth Management LLC ($458.07K), Cetera Investment Advisers ($195.39K), Private Advisor Group LLC ($164.58K), Kovitz Investment Group Partners LLC ($156.08K), and Kestra Private Wealth Services LLC ($125.80K).

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

Institutional investors have sold a total of 5,955,746 shares in the last 24 months. This volume of shares sold represents approximately $144.54M in transactions.


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This page (NYSEARCA:FENY) was last updated on 7/8/2025 by MarketBeat.com Staff
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