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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Marshall Wace, Llp, Quadrature Capital Ltd, Tudor Investment Corp Et Al, and Newedge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Brighton Jones Llc | Buy | +9,276 | — | 9,276 | $315.55K | Q1 2026 | Aug 07, 2026 |
| Wells Fargo & Company/Mn | Sell | -26,222 | -5.8% | 429,647 | $14.62M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +20,040 | — | 20,040 | $681.77K | Q1 2026 | May 19, 2026 |
| Newedge Advisors, Llc | Sell | -81,937 | -64.2% | 45,767 | $2.01M | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +32,166 | +15.6% | 238,526 | $8.11M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +10,218 | — | 10,218 | $347.62K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Sell | -9,344 | -19.0% | 39,788 | $1.35M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Sell | -623 | -1.1% | 57,501 | $1.96M | Q1 2026 | May 18, 2026 |
| Charles Schwab Investment Management Inc | Buy | +2,403,629 | — | 2,403,629 | $81.77M | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Buy | +809,088 | — | 809,088 | $27.53M | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | Buy | +231,107 | — | 231,107 | $7.86M | Q1 2026 | May 15, 2026 |
| Tudor Investment Corp Et Al | Buy | +136,747 | +218.8% | 199,238 | $6.78M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -66,564 | -65.7% | 34,827 | $1.18M | Q1 2026 | May 15, 2026 |
| Gts Securities Llc | Buy | +55,533 | — | 55,533 | $1.89M | Q1 2026 | May 15, 2026 |
| Prelude Capital Management, Llc | Buy | +50,000 | — | 50,000 | $1.70M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -49,393 | -19.0% | 211,020 | $7.18M | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors Llc | Buy | +47,377 | +183.1% | 73,253 | $2.49M | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -45,003 | -90.3% | 4,839 | $164.62K | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +38,957 | +65.3% | 98,602 | $3.35M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -33,149 | -64.3% | 18,407 | $626.21K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +30,002 | — | 30,002 | $1.02M | Q1 2026 | May 15, 2026 |
| Boothbay Fund Management, Llc | Buy | +28,600 | — | 28,600 | $972.97K | Q1 2026 | May 15, 2026 |
| Kcm Investment Advisors Llc | Sell | -23,949 | -15.4% | 131,963 | $4.49M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -22,488 | -37.6% | 37,328 | $1.27M | Q1 2026 | May 15, 2026 |
| Balyasny Asset Management L.P. | Buy | +17,233 | — | 17,233 | $586.27K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -14,756 | -16.5% | 74,914 | $2.55M | Q1 2026 | May 15, 2026 |
| Eley Financial Management, Inc | Buy | +14,707 | +9.1% | 175,572 | $4.51M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +14,482 | +15.7% | 106,754 | $3.63M | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +14,055 | +213.7% | 20,631 | $701.89K | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +12,508 | — | 12,508 | $425.50K | Q1 2026 | May 15, 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.