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Fidelity MSCI Energy Index ETF (FENY) Institutional Ownership

Fidelity MSCI Energy Index ETF logo
$26.16 +0.19 (+0.73%)
As of 01/17/2025 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)
98
Total
Institutional Inflows
(last 12 months)
$61.17M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$186.58M
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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
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%
1/14/2025 Park Avenue Securities LLC15,249$364K0.0%-54.4%0.021%
1/13/2025 Miracle Mile Advisors LLC118,320$2.82M0.1%N/A0.163%
1/13/2025 Brookstone Capital Management13,214$315K0.0%-3.0%0.018%
1/10/2025 Lynch & Associates IN52,437$1.25M0.3%+1.0%0.072%
12/26/2024JPMorgan Chase & Co.61,818$1.49M0.0%-14.6%0.085%
11/18/2024Sunbelt Securities Inc.90,341$2.18M0.2%+136.9%0.124%
11/15/2024LRI Investments LLC4,536$118K0.0%+791.2%0.006%
11/15/2024Glass Jacobson Investment Advisors llc48,771$1.17M0.4%+0.8%0.067%
11/15/2024MML Investors Services LLC12,302$296K0.0%-90.1%0.017%
11/15/2024Kovitz Investment Group Partners LLC157,201$3.79M0.0%-24.4%0.216%
11/15/2024Stifel Financial Corp130,529$3.14M0.0%-0.5%0.179%
11/15/2024IHT Wealth Management LLC9,721$237K0.0%N/A0.013%
11/15/2024Investmark Advisory Group LLC9,845$237K0.1%+10.8%0.014%
11/15/2024HighTower Advisors LLC882,644$21.22M0.0%+0.4%1.213%
11/13/2024Freedom Investment Management Inc.72,483$1.75M0.1%-9.4%0.100%
11/13/2024FMR LLC5,576,080$134.27M0.0%-35.9%7.665%
11/13/2024D.A. Davidson & CO.44,780$1.08M0.0%+2.9%0.062%
11/12/2024Meridian Wealth Management LLC15,718$378K0.0%N/A0.022%
11/7/2024CAP Partners LLC17,133$413K0.3%-3.9%0.024%
11/7/2024 Sugar Maple Asset Management LLC10,269$247K0.2%+15.8%0.014%
11/6/2024Bank of Marin28,691$691K0.6%-1.4%0.039%
11/6/2024Lifeworks Advisors LLC10,567$254K0.0%N/A0.015%
11/5/2024Savvy Advisors Inc.9,492$229K0.0%N/A0.013%
11/5/2024Harbour Investments Inc.18,056$435K0.0%+5.5%0.025%
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%
11/1/2024Atria Investments Inc13,855$334K0.0%-39.6%0.019%
11/1/2024Primoris Wealth Advisors LLC126,063$2.80M2.0%N/A0.173%
11/1/2024Wealth Quarterback LLC172,668$4.16M2.2%+2.1%0.237%
11/1/2024 Galvin Gaustad & Stein LLC19,531$470K0.0%-5.4%0.027%
11/1/2024Able Wealth Management LLC16,528$398K0.3%-12.4%0.023%
10/30/2024Financial Partners Group Inc241,611$5.82M0.9%-5.5%0.332%
10/29/2024 TrueWealth Advisors LLC12,732$307K0.1%+7.1%0.018%
10/28/2024Creative Financial Designs Inc. ADV4,829$116K0.0%-17.0%0.007%
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10/25/2024Creekmur Asset Management LLC1,199$29K0.0%-39.4%0.002%
10/25/2024Integrated 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%
10/24/2024Patriot 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%
10/23/2024Yoder 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%
10/22/2024Private Advisor Group LLC214,692$5.17M0.0%-1.0%0.295%
10/22/2024 Eastern Bank1,133$27K0.0%N/A0.002%
10/21/2024Vicus Capital27,947$673K0.1%-8.4%0.038%
10/21/2024Sweeney & Michel LLC11,400$282K0.1%+10.7%0.016%
10/18/2024AA 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%
10/18/2024 Capital 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%
10/15/2024NBC Securities Inc.6,665$160K0.0%+46.2%0.009%
10/11/2024VitalStone Financial LLC1,619$39K0.0%N/A0.002%
10/9/2024 Maltin Wealth Management Inc.85,756$2.07M1.0%+6.3%0.118%
10/8/2024CWM LLC7,378$178K0.0%+19.2%0.010%
10/8/2024Axiom 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%
8/16/2024Creative Planning25,995$652K0.0%+4.6%0.036%
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%
8/12/2024Leuthold 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%
8/5/2024Private 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%
8/1/2024Valmark 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%
7/26/2024Patriot Financial Group Insurance Agency LLC62,218$1.56M0.2%+3.6%0.086%
7/26/2024Cambridge Investment Research Advisors Inc.124,072$3.11M0.0%+3.7%0.171%
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7/26/2024Instrumental 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%
7/23/2024Vicus 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%
7/19/2024Financial Partners Group Inc255,750$6.42M1.0%+14.6%0.352%
7/19/2024CAP Partners LLC17,835$447K0.4%-25.8%0.025%
(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, 185 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 151 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), AE Wealth Management LLC ($285.87K), IFP Advisors Inc ($262.95K), 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 9,336,621 shares in the last 24 months. This purchase volume represents approximately $219.15M 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: 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 11,849,152 shares in the last 24 months. This volume of shares sold represents approximately $278.04M in transactions.


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This page (NYSEARCA:FENY) was last updated on 1/21/2025 by MarketBeat.com Staff
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