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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$26.65 +0.14 (+0.53%)
(As of 09:48 AM ET)
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Energy Index ETF (NYSEARCA:FENY)

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$63.16M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$185.79M
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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
11/18/2024 Sunbelt Securities Inc.90,341$2.18M0.2%+136.9%0.124%
11/15/2024 LRI Investments LLC4,536$118K0.0%+791.2%0.006%
11/15/2024 Glass Jacobson Investment Advisors llc48,771$1.17M0.4%+0.8%0.067%
11/15/2024 MML Investors Services LLC12,302$296K0.0%-90.1%0.017%
11/15/2024 Kovitz Investment Group Partners LLC157,201$3.79M0.0%-24.4%0.216%
11/15/2024 Stifel Financial Corp130,529$3.14M0.0%-0.5%0.179%
11/15/2024 IHT Wealth Management LLC9,721$237K0.0%N/A0.013%
11/15/2024 Investmark Advisory Group LLC9,845$237K0.1%+10.8%0.014%
11/15/2024 HighTower Advisors LLC882,644$21.22M0.0%+0.4%1.213%
11/13/2024 Freedom Investment Management Inc.72,483$1.75M0.1%-9.4%0.100%
11/13/2024 FMR LLC5,576,080$134.27M0.0%-35.9%7.665%
11/13/2024 D.A. Davidson & CO.44,780$1.08M0.0%+2.9%0.062%
11/12/2024 Meridian Wealth Management LLC15,718$378K0.0%N/A0.022%
11/7/2024 CAP Partners LLC17,133$413K0.3%-3.9%0.024%
11/7/2024 Sugar Maple Asset Management LLC10,269$247K0.2%+15.8%0.014%
11/6/2024 Bank of Marin28,691$691K0.6%-1.4%0.039%
11/6/2024 Lifeworks Advisors LLC10,567$254K0.0%N/A0.015%
11/5/2024 Savvy Advisors Inc.9,492$229K0.0%N/A0.013%
11/5/2024 Harbour Investments Inc.18,056$435K0.0%+5.5%0.025%
11/4/2024 Sigma Planning Corp29,332$706K0.0%-58.3%0.040%
11/1/2024 Sheets Smith Wealth Management44,754$1.08M0.1%-2.0%0.062%
11/1/2024 Atria Investments Inc13,855$334K0.0%-39.6%0.019%
11/1/2024 Primoris Wealth Advisors LLC126,063$2.80M2.0%N/A0.173%
11/1/2024 Wealth Quarterback LLC172,668$4.16M2.2%+2.1%0.237%
11/1/2024 Galvin Gaustad & Stein LLC19,531$470K0.0%-5.4%0.027%
11/1/2024 Able Wealth Management LLC16,528$398K0.3%-12.4%0.023%
10/30/2024 Financial Partners Group Inc241,611$5.82M0.9%-5.5%0.332%
10/29/2024 TrueWealth Advisors LLC12,732$307K0.1%+7.1%0.018%
10/28/2024 Creative Financial Designs Inc. ADV4,829$116K0.0%-17.0%0.007%
10/25/2024 Creekmur Asset Management LLC1,199$29K0.0%-39.4%0.002%
10/25/2024 Integrated Advisors Network LLC42,215$1.02M0.0%-4.2%0.058%
10/25/2024 Traynor Capital Management Inc.205,995$4.96M0.3%-2.5%0.283%
10/24/2024 Patriot Financial Group Insurance Agency LLC64,817$1.56M0.2%+4.2%0.089%
10/24/2024 Smith Salley Wealth Management60,378$1.45M0.1%+2.8%0.083%
10/24/2024 Wealth Enhancement Advisory Services LLC15,204$366K0.0%-12.5%0.021%
10/23/2024 Yoder Wealth Management Inc.95,871$2.31M1.4%+4.9%0.132%
10/22/2024 International Assets Investment Management LLC22,302$5.37M0.0%+2,311.0%0.031%
10/22/2024 Private Advisor Group LLC214,692$5.17M0.0%-1.0%0.295%
10/22/2024 Eastern Bank1,133$27K0.0%N/A0.002%
10/21/2024 Vicus Capital27,947$673K0.1%-8.4%0.038%
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10/21/2024 Sweeney & Michel LLC11,400$282K0.1%+10.7%0.016%
10/18/2024 AA Financial Advisors LLC16,321$393K0.1%+57.3%0.022%
10/18/2024Commonwealth Equity Services LLC1,326,336$31.94M0.0%+3.4%1.823%
10/18/2024Capital Investment Advisors LLC28,972$698K0.0%-3.1%0.040%
10/18/2024Stratos Wealth Advisors LLC52,520$1.27M0.1%-4.0%0.072%
10/16/2024 Lynch & Associates IN51,905$1.25M0.3%+3.4%0.071%
10/15/2024 NBC Securities Inc.6,665$160K0.0%+46.2%0.009%
10/11/2024 VitalStone Financial LLC1,619$39K0.0%N/A0.002%
10/9/2024 Maltin Wealth Management Inc.85,756$2.07M1.0%+6.3%0.118%
10/8/2024 CWM LLC7,378$178K0.0%+19.2%0.010%
10/8/2024 Axiom Advisory LLC19,594$481K0.0%+2.4%0.027%
10/3/2024 Park Avenue Securities LLC33,464$806K0.0%+5.6%0.046%
10/2/2024 American National Bank & Trust6,263$151K0.0%+21.0%0.009%
8/22/2024 Cetera Investment Advisers278,076$6.98M0.0%+33.8%0.382%
8/21/2024 Truist Financial Corp28,206$708K0.0%-14.7%0.039%
8/16/2024 Sunbelt Securities Inc.38,138$957K0.1%+4.7%0.052%
8/16/2024 NewEdge Advisors LLC168,957$4.24M0.0%+11.9%0.232%
8/16/2024 Northwestern Mutual Wealth Management Co.787,675$19.76M0.0%+1.2%1.083%
8/16/2024 Creative Planning25,995$652K0.0%+4.6%0.036%
8/16/2024 Full Sail Capital LLC34,724$871K0.1%-1.5%0.048%
8/15/2024 Prairie Wealth Advisors Inc.29,650$744K0.4%+5.1%0.041%
8/13/2024 AE Wealth Management LLC104,762$2.63M0.0%-81.4%0.144%
8/12/2024 Leuthold Group LLC76,534$1.92M0.2%+0.9%0.105%
8/12/2024 Glass Jacobson Investment Advisors llc48,368$1.21M0.4%-2.5%0.066%
8/12/2024 Mercer Global Advisors Inc. ADV9,303$233K0.0%-19.7%0.013%
8/8/2024 Envestnet Asset Management Inc.1,059,484$26.58M0.0%+13.8%1.456%
8/7/2024 AGF Management Ltd.201,588$5.06M0.0%+18.4%0.277%
8/6/2024 Lynch & Associates IN50,201$1.26M0.3%+1.3%0.069%
8/5/2024 Private Advisor Group LLC216,890$5.44M0.0%+345.2%0.298%
8/2/2024 Belpointe Asset Management LLC36,981$928K0.1%N/A0.051%
8/1/2024 Natixis Advisors LLC33,754$847K0.0%N/A0.046%
8/1/2024 Valmark Advisers Inc.23,622$593K0.0%+12.5%0.032%
7/31/2024Commonwealth Equity Services LLC1,282,776$32.19M0.1%+5.4%1.763%
7/31/2024Private Ocean LLC1,113$28K0.0%N/A0.002%
7/30/2024 Atlas Capital Advisors LLC28,332$711K0.1%-8.0%0.039%
7/30/2024 KCM Investment Advisors LLC199,037$4.99M0.2%-1.1%0.274%
7/29/2024 Smith Salley Wealth Management58,727$1.47M0.1%+4.5%0.081%
7/26/2024 Patriot Financial Group Insurance Agency LLC62,218$1.56M0.2%+3.6%0.086%
7/26/2024 Cambridge Investment Research Advisors Inc.124,072$3.11M0.0%+3.7%0.171%
7/26/2024 Instrumental Wealth LLC8,069$204K0.2%N/A0.011%
7/24/2024 TrueWealth Advisors LLC11,886$298K0.1%-14.6%0.016%
7/24/2024 Traynor Capital Management Inc.211,223$5.30M0.4%+4.6%0.290%
7/23/2024 Traphagen Investment Advisors LLC9,080$228K0.0%-15.5%0.012%
7/23/2024 American National Bank5,176$130K0.0%+125.4%0.007%
7/23/2024 Vicus Capital30,497$765K0.1%+6.9%0.042%
7/22/2024 Atria Wealth Solutions Inc.63,206$1.59M0.0%-8.0%0.087%
7/22/2024Fifth Third Bancorp1,138$29K0.0%-36.9%0.002%
7/19/2024 Financial Partners Group Inc255,750$6.42M1.0%+14.6%0.352%
7/19/2024 CAP Partners LLC17,835$447K0.4%-25.8%0.025%
7/18/2024 Sinecera Capital LLC51,549$1.29M1.7%+1.1%0.071%
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7/18/2024 Gradient Investments LLC1,940$49K0.0%N/A0.003%
7/18/2024 Brookstone Capital Management13,689$352K0.0%-5.3%0.019%
7/17/2024 Galvin Gaustad & Stein LLC20,641$518K0.0%-4.3%0.028%
7/16/2024 Wealth Enhancement Advisory Services LLC17,373$436K0.0%+40.1%0.024%
7/16/2024 AA Financial Advisors LLC10,378$260K0.1%+9.6%0.014%
7/15/2024 Fifth Third Securities Inc.22,446$563K0.1%-20.8%0.031%
7/15/2024RFG Advisory LLC92,949$2.33M0.1%-3.7%0.128%
7/12/2024 Maltin Wealth Management Inc.80,687$2.02M1.1%+5.1%0.111%
7/12/2024 Baldwin Brothers LLC MA2,820$71K0.0%N/A0.004%
7/10/2024 CWM LLC6,191$155K0.0%+31.0%0.009%
(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, 184 institutional investors and hedge funds held shares of Fidelity MSCI Energy Index ETF. The most heavily invested institutionals were FMR LLC ($134.27M), Charles Schwab Investment Management Inc. ($52.47M), Lido Advisors LLC ($34.49M), Commonwealth Equity Services LLC ($31.94M), Envestnet Asset Management Inc. ($26.58M), HighTower Advisors LLC ($21.22M), and Advisor Group Holdings Inc. ($20.21M).Learn more on FENY's institutional investors.

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

Of the 153 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), Envestnet Asset Management Inc. ($552.53K), Vicus Capital ($528.41K), Kestra Private Wealth Services LLC ($339.35K), Transform Wealth LLC ($314.66K), AE Wealth Management LLC ($285.87K), and Private Advisor Group LLC ($263.56K).

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

Institutional investors have bought a total of 9,410,212 shares in the last 24 months. This purchase volume represents approximately $220.89M in transactions.

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

Of the 97 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), Vicus Capital ($1.07M), Commonwealth Equity Services LLC ($828.52K), AE Wealth Management LLC ($621.45K), Envestnet Asset Management Inc. ($363.96K), and Kestra Advisory Services LLC ($353.56K).

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

Institutional investors have sold a total of 11,809,325 shares in the last 24 months. This volume of shares sold represents approximately $277.09M in transactions.


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This page (NYSEARCA:FENY) was last updated on 11/21/2024 by MarketBeat.com Staff
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