FIDELITY MSCI ENERGY ETF (FENY) Institutional Ownership Changes & 13F Activity
FIDELITY MSCI ENERGY ETF (FENY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Two Sigma Investments, Lp, Ameriprise Financial Inc, Wells Fargo & Company/Mn, Proficio Capital Partners Llc, and D. E. Shaw & Co., Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +5,648 | +16.2% | 40,475 | $1.20M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +9,104 | +9.2% | 107,706 | $3.18M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -510 | -84.4% | 94 | $2.78K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +585 | +7.1% | 8,876 | $262.38K | Q2 2026 | Aug 18, 2026 |
| Proficio Capital Partners Llc | Buy | +143,520 | — | 143,520 | $4.24M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +78,926 | +382.6% | 99,557 | $2.94M | Q2 2026 | Aug 17, 2026 |
| Jacobs Equity Llc | Sell | -593 | -3.1% | 18,389 | $543.58K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +222 | +2.3% | 10,080 | $297.96K | Q2 2026 | Aug 17, 2026 |
| Two Sigma Investments, Lp | Buy | +293,300 | — | 293,300 | $8.67M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +198,321 | — | 198,321 | $5.86M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -186,050 | -43.3% | 243,597 | $7.20M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +99,033 | — | 99,033 | $2.93M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +78,282 | — | 78,282 | $2.31M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +76,164 | +3.2% | 2,479,793 | $73.30M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -50,301 | -21.1% | 188,225 | $5.56M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +27,765 | +150.8% | 46,172 | $1.36M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +23,384 | +11.1% | 234,404 | $6.93M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +20,100 | — | 20,100 | $594.17K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -17,021 | -22.7% | 57,893 | $1.71M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +16,163 | — | 16,163 | $477.00K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +15,743 | — | 15,743 | $465.36K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +10,808 | — | 10,808 | $319.41K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +9,572 | — | 9,572 | $282.95K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -9,517 | -47.5% | 10,523 | $311.06K | Q2 2026 | Aug 14, 2026 |
| Boothbay Fund Management, Llc | Buy | +9,200 | +32.2% | 37,800 | $1.12M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +8,188 | — | 8,188 | $242.03K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,608 | +23.4% | 34,833 | $1.04M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +4,468 | +289.8% | 6,010 | $177.66K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +4,052 | +34.9% | 15,673 | $463.28K | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | Sell | -3,808 | -7.8% | 44,945 | $1.33M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about FENY activity
Which institutional owners are buying FENY?
Institutional owners buying FENY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FENY activity?
"Buy" means an investor increased their reported position in FENY compared to the prior reporting period. This reflects growing exposure to FIDELITY MSCI ENERGY ETF (FENY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FENY increasing?
Institutional interest in FENY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.