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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$33.10 +0.03 (+0.09%)
As of 07/24/2026 04:10 PM 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)
125
Total
Institutional Inflows
(last 12 months)
$206.46M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$95.50M
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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
7/10/2026 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%
6/3/2026NewEdge 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%
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%
5/4/2026 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%
5/2/2026CAP Partners LLC16,787$571K0.3%+6.6%0.027%
5/2/2026 Castleview 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%
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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%
4/27/2026 Y 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%
4/22/2026 Yoder 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%
4/21/2026 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%
4/20/2026Kestra 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%
4/17/2026Sweeney & 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%
2/18/2026Mercer 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%
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%
2/13/2026Arkadios Wealth Advisors49,132$1.22M0.0%-1.3%0.092%
2/13/2026Headlands Technologies LLC45,436$1.13M0.1%N/A0.085%
2/13/2026Wells Fargo & Company MN455,869$11.29M0.0%-2.5%0.852%
2/13/2026Summit Financial LLC23,242$576K0.0%-71.3%0.043%
2/12/2026Elevation Wealth Management LLC13,854$343K0.3%N/A0.026%
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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%
2/12/2026Commonwealth Equity Services LLC1,286,484$31.87M0.0%-2.9%2.405%
2/12/2026Eley Financial Management Inc160,865$3.99M1.4%-9.3%0.301%
2/11/2026KDK Private Wealth Management LLC24,072$596K0.5%-2.1%0.045%
2/11/2026Deutsche Bank AG997$25K0.0%N/A0.002%
2/11/2026LPL Financial LLC826,014$20.46M0.0%-6.3%1.544%
2/11/2026O Shaughnessy Asset Management LLC4,556$113K0.0%-18.3%0.009%
2/11/2026MCF Advisors LLC4,242$105K0.0%N/A0.008%
2/10/2026Lido Advisors LLC1,717,024$42.45M0.1%+0.2%3.209%


FENY Institutional Ownership - Frequently Asked Questions

During the previous two years, 237 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 198 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. ($1.12M), BNP Paribas Financial Markets ($1.05M), 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 7,897,549 shares in the last 24 months. This purchase volume represents approximately $206.46M in transactions.

Of the 81 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: Northwestern Mutual Wealth Management Co. ($683.89K), Envestnet Asset Management Inc. ($640.52K), 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 3,806,053 shares in the last 24 months. This volume of shares sold represents approximately $95.50M in transactions.


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This page (NYSEARCA:FENY) was last updated on 7/25/2026 by MarketBeat.com Staff.
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