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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Brighton Jones LlcBuy+9,276—9,276$315.55KQ1 2026Aug 07, 2026
Wells Fargo & Company/MnSell-26,222-5.8%429,647$14.62MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+20,040—20,040$681.77KQ1 2026May 19, 2026
Newedge Advisors, LlcSell-81,937-64.2%45,767$2.01MQ1 2026May 18, 2026
Bank Of America CorpBuy+32,166+15.6%238,526$8.11MQ1 2026May 18, 2026
Arete Wealth Advisors, LlcBuy+10,218—10,218$347.62KQ1 2026May 18, 2026
Arkadios Wealth AdvisorsSell-9,344-19.0%39,788$1.35MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Sell-623-1.1%57,501$1.96MQ1 2026May 18, 2026
Charles Schwab Investment Management IncBuy+2,403,629—2,403,629$81.77MQ1 2026May 15, 2026
Marshall Wace, LlpBuy+809,088—809,088$27.53MQ1 2026May 15, 2026
Quadrature Capital LtdBuy+231,107—231,107$7.86MQ1 2026May 15, 2026
Tudor Investment Corp Et AlBuy+136,747+218.8%199,238$6.78MQ1 2026May 15, 2026
Citadel Advisors LlcSell-66,564-65.7%34,827$1.18MQ1 2026May 15, 2026
Gts Securities LlcBuy+55,533—55,533$1.89MQ1 2026May 15, 2026
Prelude Capital Management, LlcBuy+50,000—50,000$1.70MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-49,393-19.0%211,020$7.18MQ1 2026May 15, 2026
Snowden Capital Advisors LlcBuy+47,377+183.1%73,253$2.49MQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Sell-45,003-90.3%4,839$164.62KQ1 2026May 15, 2026
Mercer Global Advisors IncBuy+38,957+65.3%98,602$3.35MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-33,149-64.3%18,407$626.21KQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+30,002—30,002$1.02MQ1 2026May 15, 2026
Boothbay Fund Management, LlcBuy+28,600—28,600$972.97KQ1 2026May 15, 2026
Kcm Investment Advisors LlcSell-23,949-15.4%131,963$4.49MQ1 2026May 15, 2026
Advisory Services Network, LlcSell-22,488-37.6%37,328$1.27MQ1 2026May 15, 2026
Balyasny Asset Management L.P.Buy+17,233—17,233$586.27KQ1 2026May 15, 2026
Royal Bank Of CanadaSell-14,756-16.5%74,914$2.55MQ1 2026May 15, 2026
Eley Financial Management, IncBuy+14,707+9.1%175,572$4.51MQ1 2026May 15, 2026
Fmr LlcBuy+14,482+15.7%106,754$3.63MQ1 2026May 15, 2026
Transamerica Financial Advisors, LlcBuy+14,055+213.7%20,631$701.89KQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+12,508—12,508$425.50KQ1 2026May 15, 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.