Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

$34.40 +0.30 (+0.88%)

Closing price 09/23/2026 04:10 PM Eastern

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$34.39 -0.01 (-0.02%)

As of 04:01 AM Eastern

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Number of Institutional Buyers (last 12 months): 114
Total Institutional Inflows (last 12 months): $158.50M

Number of Institutional Sellers (last 12 months): 73
Total Institutional Outflows (last 12 months): $84.66M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Asset Management Inc.	1,516,919	$44.84M	0.0%	+77.2%	2.503%
9/9/2026	MCF Advisors LLC	2,781	$82K	0.0%	-15.5%	0.005%
9/9/2026	Integrated Wealth Concepts LLC	4,599	$136K	0.0%	N/A	0.008%
9/9/2026	RFG Advisory LLC	7,552	$223K	0.0%	-36.2%	0.012%
9/9/2026	NewEdge Advisors LLC	109,117	$3.23M	0.0%	+5.6%	0.180%
8/23/2026	Ameritas Advisory Services LLC	20,100	$594K	0.0%	N/A	0.033%
8/22/2026	Elevation Wealth Management LLC	26,664	$788K	0.6%	+82.1%	0.044%
8/21/2026	Secure Asset Management LLC	15,235	$450K	0.1%	N/A	0.025%
8/20/2026	Proficio Capital Partners LLC	143,520	$4.24M	0.2%	N/A	0.236%
8/20/2026	Headlands Technologies LLC	14,498	$429K	0.0%	+42.2%	0.024%
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7/10/2026	Heck Capital Advisors LLC	10,587	$313K	0.0%	-56.8%	0.018%
7/10/2026	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	14,692	$434K	0.0%	-4.4%	0.025%
7/9/2026	Allied Private Wealth LLC	4,419	$136K	0.1%	N/A	0.007%
7/8/2026	TrueWealth Advisors LLC	11,586	$342K	0.1%	-4.1%	0.019%
7/1/2026	Roxbury Financial LLC	21,900	$647K	0.5%	-4.6%	0.035%
6/18/2026	Western Wealth Management LLC	20,040	$682K	0.0%	N/A	0.032%
6/3/2026	NewEdge Advisors LLC	103,376	$3.52M	0.0%	-19.1%	0.166%
5/20/2026	Arete Wealth Advisors LLC	10,218	$348K	0.0%	N/A	0.016%
5/19/2026	Western Wealth Management LLC	20,040	$682K	0.0%	N/A	0.032%
5/19/2026	Eley Financial Management Inc	161,414	$5.49M	1.9%	+0.3%	0.259%
5/19/2026	NewEdge Advisors LLC	45,767	$1.56M	0.0%	-64.2%	0.073%
5/19/2026	Bank of America Corp DE	238,526	$8.12M	0.0%	+15.6%	0.382%
5/19/2026	Arkadios Wealth Advisors	39,788	$1.35M	0.0%	-19.0%	0.064%
5/19/2026	Arete Wealth Advisors LLC	10,218	$348K	0.0%	N/A	0.016%
5/18/2026	Sunbelt Securities Inc.	57,501	$1.96M	0.1%	-1.1%	0.092%
5/18/2026	Royal Bank of Canada	74,914	$2.55M	0.0%	-16.5%	0.120%
5/18/2026	Eley Financial Management Inc	175,572	$5.97M	2.1%	+9.1%	0.281%
5/16/2026	KCM Investment Advisors LLC	131,963	$4.49M	0.1%	-15.4%	0.211%
5/16/2026	Quantinno Capital Management LP	9,605	$327K	0.0%	N/A	0.015%
5/15/2026	Gateway Wealth Partners LLC	12,508	$426K	0.0%	N/A	0.020%
5/14/2026	Renaissance Technologies LLC	36,500	$1.24M	0.0%	N/A	0.058%
5/14/2026	Lido Advisors LLC	1,755,925	$59.74M	0.2%	+2.3%	2.814%
5/13/2026	Cetera Investment Advisers	428,397	$14.57M	0.0%	+29.4%	0.687%
5/13/2026	Parker Investment Management LLC	9,991	$340K	0.1%	N/A	0.016%
5/12/2026	Bellwether Advisors LLC	50,694	$1.73M	0.3%	N/A	0.081%
5/6/2026	Modera Wealth Management LLC	8,636	$294K	0.0%	N/A	0.014%
5/5/2026	D.A. Davidson & CO.	42,952	$1.46M	0.0%	+1.6%	0.069%
5/5/2026	Beaumont Financial Advisors LLC	60,946	$2.07M	0.1%	-12.6%	0.098%
5/5/2026	Bank of New York Mellon Corp	152,762	$5.20M	0.0%	+131.3%	0.245%
5/5/2026	Advisors Preferred LLC	1,733	$59K	0.0%	N/A	0.003%
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5/5/2026	Sanctuary Advisors LLC	17,642	$600K	0.0%	+99.1%	0.028%
5/5/2026	Sigma Planning Corp	23,551	$801K	0.0%	+30.2%	0.038%
5/4/2026	HBW Advisory Services LLC	18,280	$622K	0.1%	N/A	0.029%
5/4/2026	Lifeworks Advisors LLC	7,250	$247K	0.0%	-25.4%	0.012%
5/4/2026	Procyon Advisors LLC	75,764	$2.58M	0.0%	N/A	0.121%
5/2/2026	CAP Partners LLC	16,787	$571K	0.3%	+6.6%	0.027%
5/2/2026	Castleview Partners LLC	22,211	$756K	0.4%	+4.2%	0.036%
5/1/2026	Fifth Third Bancorp	2,575	$88K	0.0%	+157.5%	0.004%
4/30/2026	Kestra Advisory Services LLC	189,088	$6.43M	0.0%	+10.3%	0.308%
4/29/2026	Fee Only Financial Planning L.C.	9,290	$316K	0.2%	-21.4%	0.015%
4/28/2026	Bravias Capital Group LLC	50,922	$1.73M	1.1%	+24.8%	0.083%
4/27/2026	Private Advisor Group LLC	228,035	$7.76M	0.0%	+4.7%	0.370%
4/27/2026	Y Intercept Hong Kong Ltd	13,504	$459K	0.0%	N/A	0.022%
4/25/2026	Blue Capital Inc.	17,377	$591K	0.4%	N/A	0.028%
4/24/2026	Essex Financial Services Inc.	21,722	$739K	0.0%	N/A	0.035%
4/24/2026	Global Trust Asset Management LLC	2,300	$78K	0.0%	N/A	0.004%
4/23/2026	SageGuard Financial Group LLC	150,796	$5.13M	0.8%	+113.6%	0.244%
4/23/2026	Vicus Capital	803,382	$27.33M	2.0%	+2,690.9%	1.302%
4/22/2026	Yoder Wealth Management Inc.	112,557	$3.83M	1.7%	-7.7%	0.183%
4/21/2026	VCI Wealth Management LLC	6,557	$223K	0.1%	-21.9%	0.011%
4/21/2026	Maltin Wealth Management Inc.	124,946	$4.25M	1.6%	+12.2%	0.203%
4/21/2026	AA Financial Advisors LLC	10,784	$367K	0.1%	-48.9%	0.018%
4/21/2026	Penobscot Wealth Management	41,466	$1.41M	0.4%	N/A	0.067%
4/20/2026	Kestra Private Wealth Services LLC	34,974	$1.19M	0.0%	+20.7%	0.057%
4/20/2026	RFG Advisory LLC	11,831	$402K	0.0%	N/A	0.019%
4/18/2026	BCS Wealth Management	8,603	$293K	0.1%	-50.0%	0.014%
4/17/2026	Certified Advisory Corp	25,066	$853K	0.1%	N/A	0.041%
4/17/2026	Roxbury Financial LLC	22,947	$781K	0.7%	+6.3%	0.037%
4/17/2026	Sweeney & Michel LLC	16,921	$540K	0.2%	-7.4%	0.027%
4/17/2026	Brookstone Capital Management	7,168	$244K	0.0%	N/A	0.012%
4/16/2026	Smith Salley Wealth Management	48,705	$1.66M	0.1%	+1.4%	0.079%
4/16/2026	Sheets Smith Wealth Management	38,847	$1.32M	0.1%	-0.9%	0.063%
3/6/2026	Cedarwood Wealth LLC	11,756	$321K	0.4%	N/A	0.022%
2/27/2026	Instrumental Wealth LLC	7,981	$198K	0.1%	N/A	0.015%
2/20/2026	Sunbelt Securities Inc.	58,124	$1.44M	0.1%	-24.0%	0.109%
2/19/2026	Jacobs Equity LLC	15,092	$374K	0.4%	N/A	0.028%
2/18/2026	Mercer Global Advisors Inc. ADV	59,645	$1.48M	0.0%	-20.8%	0.111%
2/18/2026	EP Wealth Advisors LLC	34,344	$851K	0.0%	N/A	0.064%
2/18/2026	NewEdge Advisors LLC	127,704	$3.16M	0.0%	-20.6%	0.239%
2/18/2026	Tudor Investment Corp ET AL	62,491	$1.55M	0.0%	+196.5%	0.117%
2/18/2026	Align Financial LLC	35,793	$887K	0.0%	N/A	0.067%
2/17/2026	Cetera Investment Advisers	330,985	$8.20M	0.0%	+7.5%	0.619%
2/17/2026	Equitable Holdings Inc.	9,429	$234K	0.0%	N/A	0.018%
2/17/2026	Osaic Holdings Inc.	260,413	$6.46M	0.0%	-1.6%	0.487%
2/17/2026	Advisory Services Network LLC	59,816	$1.48M	0.0%	-12.5%	0.112%
2/17/2026	Tower Research Capital LLC TRC	49,842	$1.24M	0.0%	-88.7%	0.093%
2/17/2026	Private Advisor Group LLC	217,802	$5.40M	0.0%	-0.3%	0.407%
2/17/2026	Royal Bank of Canada	89,670	$2.22M	0.0%	+37.9%	0.168%
2/16/2026	Mariner LLC	63,184	$1.57M	0.0%	+2.3%	0.118%
2/16/2026	Motiv8 Investments LLC	3,413	$85K	0.0%	N/A	0.006%
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2/16/2026	KCM Investment Advisors LLC	155,912	$3.86M	0.1%	-7.3%	0.291%
2/16/2026	Atlas Capital Advisors Inc.	15,999	$396K	0.0%	N/A	0.030%
2/13/2026	Kestra Advisory Services LLC	171,424	$4.25M	0.0%	+0.7%	0.320%
2/13/2026	Transamerica Financial Advisors LLC	6,576	$163K	0.0%	+79.2%	0.012%
2/13/2026	Stifel Financial Corp	110,700	$2.74M	0.0%	+5.6%	0.207%
2/13/2026	Arkadios Wealth Advisors	49,132	$1.22M	0.0%	-1.3%	0.092%
2/13/2026	Headlands Technologies LLC	45,436	$1.13M	0.1%	N/A	0.085%
2/13/2026	Wells Fargo & Company MN	455,869	$11.29M	0.0%	-2.5%	0.852%
2/13/2026	Summit Financial LLC	23,242	$576K	0.0%	-71.3%	0.043%
2/12/2026	Elevation Wealth Management LLC	13,854	$343K	0.3%	N/A	0.026%

FENY Institutional Ownership - Frequently Asked Questions

During the previous two years, 235 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 195 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 5,626,628 shares in the last 24 months. This purchase volume represents approximately $158.50M in transactions.

Of the 73 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 3,342,397 shares in the last 24 months. This volume of shares sold represents approximately $84.66M in transactions.

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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 9/23/2026. New 13F filings are added each quarter as they're published.

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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

FENY Institutional Buying and Selling by Quarter

Fidelity MSCI Energy Index ETF Major Shareholders & Ownership History

FENY Institutional Ownership - Frequently Asked Questions

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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

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

FENY Institutional Buying and Selling by Quarter

Fidelity MSCI Energy Index ETF Major Shareholders & Ownership History

FENY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FENY shares?

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

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

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

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

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