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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$24.56
+0.43 (+1.78%)
(As of 11/4/2024 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)
101
Total
Institutional Inflows
(last 12 months)
$70.63M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$120.63M
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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
11/4/2024Sigma 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%
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%
8/22/2024Cetera Investment Advisers278,076$6.98M0.0%+33.8%0.382%
8/21/2024Truist Financial Corp28,206$708K0.0%-14.7%0.039%
8/16/2024Sunbelt Securities Inc.38,138$957K0.1%+4.7%0.052%
8/16/2024NewEdge Advisors LLC168,957$4.24M0.0%+11.9%0.232%
8/16/2024Northwestern 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%
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8/16/2024Full Sail Capital LLC34,724$871K0.1%-1.5%0.048%
8/15/2024Prairie Wealth Advisors Inc.29,650$744K0.4%+5.1%0.041%
8/13/2024AE 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%
8/12/2024Glass Jacobson Investment Advisors llc48,368$1.21M0.4%-2.5%0.066%
8/12/2024Mercer Global Advisors Inc. ADV9,303$233K0.0%-19.7%0.013%
8/8/2024Envestnet Asset Management Inc.1,059,484$26.58M0.0%+13.8%1.456%
8/7/2024AGF 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%
8/2/2024Belpointe Asset Management LLC36,981$928K0.1%N/A0.051%
8/1/2024Natixis 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%
7/30/2024Atlas Capital Advisors LLC28,332$711K0.1%-8.0%0.039%
7/30/2024KCM 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%
7/22/2024Atria 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%
7/19/2024CAP Partners LLC17,835$447K0.4%-25.8%0.025%
7/18/2024 Sinecera Capital LLC51,549$1.29M1.7%+1.1%0.071%
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%
7/9/2024 Park Avenue Securities LLC31,701$795K0.0%+14.5%0.044%
7/9/2024 Mather Group LLC.1,038$27K0.0%N/A0.001%
5/29/2024 Pathway Financial Advisers LLC1,972$51K0.0%N/A0.003%
5/24/2024Cetera Advisors LLC45,329$1.17M0.0%+174.2%0.062%
5/24/2024Cetera Investment Advisers207,892$5.38M0.0%+47.2%0.286%
5/17/2024Investmark Advisory Group LLC8,319$215K0.1%N/A0.011%
5/17/2024Coppell Advisory Solutions Corp.9,734$252K0.0%N/A0.013%
5/17/2024Tidal Investments LLC74,367$1.92M0.0%N/A0.102%
5/17/2024 Creekmur Asset Management LLC6,743$174K0.1%-41.3%0.009%
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5/16/2024Sugar Maple Asset Management LLC10,941$283K0.3%N/A0.015%
5/16/2024 Sweeney & Michel LLC10,000$258K0.1%N/A0.014%
5/15/2024Evergreen Wealth Solutions LLC22,050$570K0.4%N/A0.030%
5/15/2024Kestra Advisory Services LLC592,988$15.34M0.1%+3.3%0.815%
5/15/2024Quadrature Capital Ltd19,023$493K0.0%N/A0.026%
5/14/2024EP Wealth Advisors LLC30,107$779K0.0%-1.9%0.041%
5/11/2024 Beaumont Financial Advisors LLC55,296$1.43M0.1%N/A0.076%
5/11/2024Jacobi Capital Management LLC119,696$3.10M0.3%+0.4%0.165%
5/8/2024 Sheets Smith Wealth Management45,868$1.19M0.1%-7.2%0.063%
5/7/2024KCM Investment Advisors LLC201,163$5.20M0.2%+1.2%0.277%
(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, 179 institutional investors and hedge funds held shares of Fidelity MSCI Energy Index ETF. The most heavily invested institutionals were 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 ($21.24M), Advisor Group Holdings Inc. ($20.21M), and Northwestern Mutual Wealth Management Co. ($19.76M).Learn more on FENY's institutional investors.

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

Of the 150 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), Vicus Capital ($585.80K), Envestnet Asset Management Inc. ($552.53K), Kestra Private Wealth Services LLC ($339.35K), Transform Wealth LLC ($314.66K), MML Investors Services LLC ($295.19K), and AE Wealth Management LLC ($285.87K).

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

Institutional investors have bought a total of 10,172,935 shares in the last 24 months. This purchase volume represents approximately $235.57M in transactions.

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

Of the 98 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: Charles Schwab Investment Management Inc. ($2.44M), Vicus Capital ($1.07M), Commonwealth Equity Services LLC ($960.29K), AE Wealth Management LLC ($621.45K), Envestnet Asset Management Inc. ($500.23K), Kestra Advisory Services LLC ($353.56K), and Sigma Planning Corp ($263.44K).

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

Institutional investors have sold a total of 9,100,398 shares in the last 24 months. This volume of shares sold represents approximately $209.40M in transactions.


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This page (NYSEARCA:FENY) was last updated on 11/5/2024 by MarketBeat.com Staff
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