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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$25.02 -0.56 (-2.19%)
As of 02/21/2025 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)
124
Total
Institutional Inflows
(last 12 months)
$86.64M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$132.20M
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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
2/18/2025 Western Wealth Management LLC36,148$862K0.3%-12.3%0.050%
2/18/2025 Sunbelt Securities Inc.107,370$2.53M0.2%+18.8%0.148%
2/17/2025 Visionary Wealth Advisors21,835$521K0.0%+4.0%0.030%
2/17/2025 Snowden Capital Advisors LLC31,309$746K0.0%-1.5%0.043%
2/17/2025 Full Sail Capital LLC39,676$946K0.1%+14.3%0.055%
2/17/2025 EPG Wealth Management LLC44,830$1.07M0.3%-1.3%0.062%
2/17/2025 Cetera Investment Advisers136,991$3.27M0.0%-51.0%0.188%
2/17/2025 Bank of America Corp DE228,168$5.44M0.0%+28.1%0.314%
2/17/2025 BNP Paribas Financial Markets100,600$2.40M0.0%N/A0.138%
2/17/2025 Ameriprise Financial Inc.141,066$3.36M0.0%+8.4%0.194%
2/17/2025 Accredited Wealth Management LLC2,681$64K0.1%N/A0.004%
2/14/2025 Jane Street Group LLC28,375$676K0.0%N/A0.039%
2/14/2025 Evergreen Wealth Solutions LLC11,615$277K0.2%-24.3%0.016%
2/14/2025 Lido Advisors LLC1,661,510$39.61M0.2%+2.5%2.284%
2/14/2025 Capital Analysts LLC2,118$50K0.0%N/A0.003%
2/14/2025 Two Sigma Securities LLC15,859$378K0.1%+31.2%0.022%
2/14/2025 Kovitz Investment Group Partners LLC152,357$3.63M0.0%-3.1%0.209%
2/14/2025 Coppell Advisory Solutions LLC7,113$168K0.0%-9.1%0.010%
2/14/2025 Stifel Financial Corp127,840$3.05M0.0%-2.1%0.176%
2/14/2025 Tower Research Capital LLC TRC 53,668$1.28M0.0%+147.9%0.074%
2/14/2025 Freedom Investment Management Inc.71,549$1.71M0.1%-1.3%0.098%
2/13/2025 NewEdge Advisors LLC248,080$5.91M0.0%-2.6%0.341%
2/13/2025 Mariner LLC118,477$2.82M0.0%-11.7%0.163%
2/13/2025 KDK Private Wealth Management LLC26,043$621K0.6%N/A0.036%
2/13/2025 Glass Jacobson Investment Advisors llc50,514$1.20M0.4%+3.6%0.069%
2/13/2025 Eley Financial Management Inc175,408$4.18M1.6%+3.9%0.241%
2/13/2025 Cutler Capital Management LLC263,905$6.29M2.2%+0.9%0.363%
2/13/2025 Raymond James Financial Inc.46,960$1.12M0.0%N/A0.065%
2/13/2025 Advisory Services Network LLC220,959$5.27M0.1%+55.0%0.304%
2/13/2025 Bernard Wealth Management Corp.1,263$29K0.0%N/A0.002%
2/13/2025 Renaissance Technologies LLC53,500$1.28M0.0%+62.6%0.074%
2/13/2025 FMR LLC5,584,370$133.13M0.0%+0.1%7.676%
2/13/2025 Envestnet Asset Management Inc.335,272$7.99M0.0%-68.5%0.461%
2/13/2025 KCM Investment Advisors LLC185,110$4.41M0.2%-6.9%0.254%
2/13/2025 Wells Fargo & Company MN667,019$15.90M0.0%+9.4%0.917%
2/12/2025 Atlas Capital Advisors Inc.16,482$393K0.0%-4.1%0.023%
2/12/2025 Huntington National Bank1,300$32K0.0%N/A0.002%
2/12/2025 Centric Wealth Management95,313$2.27M0.6%N/A0.131%
2/12/2025 Summit Financial LLC13,378$319K0.0%-4.2%0.018%
2/12/2025 JPMorgan Chase & Co.67,939$1.62M0.0%+9.9%0.093%
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2/12/2025 Core Wealth Partners LLC19,832$473K0.3%-19.4%0.027%
2/11/2025 Congress Wealth Management LLC DE 15,286$364K0.0%+24.7%0.021%
2/11/2025 LPL Financial LLC713,726$17.02M0.0%+113.4%0.981%
2/11/2025 Bank of Marin29,179$696K0.6%+1.7%0.040%
2/10/2025 Envestnet Portfolio Solutions Inc.10,307$246K0.0%N/A0.014%
2/10/2025 Commonwealth Equity Services LLC1,531,085$36.50M0.1%+15.4%2.105%
2/10/2025 Avantax Advisory Services Inc.55,015$1.31M0.0%-18.6%0.076%
2/7/2025 HighTower Advisors LLC1,004,150$23.94M0.0%+13.8%1.380%
2/7/2025 AGF Management Ltd.818,781$19.52M0.1%+17.4%1.125%
2/7/2025 Lifeworks Advisors LLC12,601$300K0.1%+19.2%0.017%
2/7/2025 Larson Financial Group LLC2,095$50K0.0%+6,248.5%0.003%
2/7/2025 PNC Financial Services Group Inc.1,300$31K0.0%+160.0%0.002%
2/6/2025 Raymond James Financial Inc.46,960$1.12M0.0%N/A0.065%
2/6/2025 Charles Schwab Investment Management Inc.11,871$283K0.0%N/A0.016%
2/6/2025 Steward Partners Investment Advisory LLC16,616$396K0.0%-10.2%0.023%
2/6/2025 Bravias Capital Group LLC30,244$736K0.6%N/A0.042%
2/6/2025 Meridian Wealth Management LLC10,486$250K0.0%-33.3%0.014%
2/6/2025 Jones Financial Companies Lllp9,709$231K0.0%+97.4%0.013%
2/5/2025 Jacobi Capital Management LLC111,416$2.66M0.2%-1.1%0.153%
2/5/2025 Fee Only Financial Planning L.C.11,815$282K0.2%-7.8%0.016%
2/5/2025 LifeGoal Wealth Advisors15,185$362K0.4%N/A0.021%
2/4/2025 Bank of New York Mellon Corp14,859$354K0.0%-37.2%0.020%
2/4/2025 IFP Advisors Inc5,186$124K0.0%-58.7%0.007%
2/3/2025 Sigma Planning Corp25,445$607K0.0%-13.3%0.035%
2/3/2025 VisionPoint Advisory Group LLC10,350$250K0.1%N/A0.014%
2/3/2025 Able Wealth Management LLC14,345$342K0.2%-13.2%0.020%
2/3/2025 Private Advisor Group LLC52,314$1.25M0.0%-75.6%0.072%
1/31/2025 Global Retirement Partners LLC1,426$34K0.0%+3,140.9%0.002%
1/31/2025 Kestra Investment Management LLC1,643$39K0.0%N/A0.002%
1/31/2025 Atria Wealth Solutions Inc.24,081$574K0.0%-4.5%0.033%
1/31/2025 Wealth Quarterback LLC167,464$3.99M1.9%-3.0%0.230%
1/30/2025 Strategic Financial Concepts LLC36,396$868K0.0%N/A0.050%
1/30/2025 Principal Securities Inc.25,388$605K0.0%+22.3%0.035%
1/30/2025 Roxbury Financial LLC33,729$890K0.9%N/A0.046%
1/30/2025 Vicus Capital30,326$723K0.1%+8.5%0.042%
1/29/2025 Focus Financial Network Inc.12,111$289K0.0%+5.8%0.017%
1/28/2025 LJI Wealth Management LLC14,500$346K0.1%-4.4%0.020%
1/28/2025 Kestra Private Wealth Services LLC68,362$1.63M0.0%-57.6%0.094%
1/28/2025 Prairie Wealth Advisors Inc.27,775$662K0.3%-5.4%0.038%
1/28/2025 Strategic Financial Concepts LLC36,396$868K0.0%N/A0.050%
1/27/2025 Jackson Grant Investment Advisers Inc.6,291$150K0.1%N/A0.009%
1/27/2025 Stratos Wealth Partners LTD.13,257$316K0.0%-9.3%0.018%
1/24/2025 Financial Partners Group Inc223,448$5.33M0.8%-7.5%0.307%
1/24/2025 Yoder Wealth Management Inc.101,998$2.43M1.3%+6.4%0.140%
1/24/2025 Clear Creek Financial Management LLC31,498$751K0.1%N/A0.043%
1/23/2025 Heck Capital Advisors LLC76,886$1.83M0.1%N/A0.106%
1/23/2025 New Wave Wealth Advisors LLC1,131$27K0.0%N/A0.002%
1/23/2025 AA Financial Advisors LLC17,479$417K0.1%+7.1%0.024%
1/22/2025 Patriot Financial Group Insurance Agency LLC65,841$1.57M0.2%+1.6%0.091%
1/22/2025 VCI Wealth Management LLC15,902$379K0.2%+4.1%0.022%
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1/22/2025 Court Place Advisors LLC12,674$302K0.1%-14.8%0.017%
1/22/2025 Parsons Capital Management Inc. RI40,572$967K0.1%-1.2%0.056%
1/21/2025 Grimes & Company Inc.9,691$231K0.0%N/A0.013%
1/21/2025 RFG Advisory LLC16,794$400K0.0%-7.4%0.023%
1/17/2025 Galvin Gaustad & Stein LLC18,479$441K0.0%-5.4%0.025%
1/17/2025 Traynor Capital Management Inc.187,345$4.47M0.3%-9.1%0.258%
1/17/2025 Beaumont Financial Advisors LLC30,872$736K0.1%N/A0.042%
1/16/2025 Sugar Maple Asset Management LLC7,624$182K0.1%-25.8%0.010%
1/16/2025 Maltin Wealth Management Inc.87,319$2.08M1.0%+1.8%0.120%
1/15/2025 Smith Salley Wealth Management48,005$1.14M0.1%-20.5%0.066%
(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, 212 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 ($36.50M), HighTower Advisors LLC ($23.94M), Northwestern Mutual Wealth Management Co. ($19.76M), AGF Management Ltd. ($19.52M), and LPL Financial LLC ($17.02M).Learn more on FENY's institutional investors.

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

Of the 175 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. ($2.45M), Vicus Capital ($530.79K), LPL Financial LLC ($492.77K), Commonwealth Equity Services LLC ($314.07K), AGF Management Ltd. ($261.37K), Envestnet Asset Management Inc. ($258.47K), and Private Advisor Group LLC ($245.16K).

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

Institutional investors have bought a total of 9,765,393 shares in the last 24 months. This purchase volume represents approximately $229.37M in transactions.

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

Of the 110 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: FMR LLC ($3.12M), Charles Schwab Investment Management Inc. ($2.44M), Envestnet Asset Management Inc. ($1.09M), Vicus Capital ($1.07M), Commonwealth Equity Services LLC ($732.03K), AE Wealth Management LLC ($621.45K), and Sigma Planning Corp ($254.14K).

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

Institutional investors have sold a total of 12,578,861 shares in the last 24 months. This volume of shares sold represents approximately $295.44M in transactions.


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This page (NYSEARCA:FENY) was last updated on 2/22/2025 by MarketBeat.com Staff
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