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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+5,648+16.2%40,475$1.20MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+9,104+9.2%107,706$3.18MQ2 2026Aug 19, 2026
Archer Investment CorpSell-510-84.4%94$2.78KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+585+7.1%8,876$262.38KQ2 2026Aug 18, 2026
Proficio Capital Partners LlcBuy+143,520143,520$4.24MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+78,926+382.6%99,557$2.94MQ2 2026Aug 17, 2026
Jacobs Equity LlcSell-593-3.1%18,389$543.58KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+222+2.3%10,080$297.96KQ2 2026Aug 17, 2026
Two Sigma Investments, LpBuy+293,300293,300$8.67MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+198,321198,321$5.86MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-186,050-43.3%243,597$7.20MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+99,03399,033$2.93MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+78,28278,282$2.31MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+76,164+3.2%2,479,793$73.30MQ2 2026Aug 14, 2026
Bank Of America CorpSell-50,301-21.1%188,225$5.56MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+27,765+150.8%46,172$1.36MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+23,384+11.1%234,404$6.93MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+20,10020,100$594.17KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-17,021-22.7%57,893$1.71MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+16,16316,163$477.00KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+15,74315,743$465.36KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+10,80810,808$319.41KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+9,5729,572$282.95KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-9,517-47.5%10,523$311.06KQ2 2026Aug 14, 2026
Boothbay Fund Management, LlcBuy+9,200+32.2%37,800$1.12MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+8,1888,188$242.03KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,608+23.4%34,833$1.04MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+4,468+289.8%6,010$177.66KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+4,052+34.9%15,673$463.28KQ2 2026Aug 14, 2026
Q3 Asset ManagementSell-3,808-7.8%44,945$1.33MQ2 2026Aug 14, 2026
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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.