Who Owns FIDELITY MSCI ENERGY INDEX ETF (FENY)?Hedge Fund & Institutional Holders

$31.99+0.11 (+0.35%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.536634200035794e+199T

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$20.83$23.59$26.35$29.12$31.88Sep 24Jun 25Mar 26

FENY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Align Financial, LLCNew Position+36K+$35.8M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.3M+$31.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+621K+$15.0M
HILLTOP WEALTH ADVISORS, LLCNew Position+534K+$13.2M
BNP PARIBAS FINANCIAL MARKETSIncreased+351K+$7.8M
TBH Global Asset Management, LLCNew Position+131K+$4.9M
Composition Wealth, LLCNew Position+164K+$4.1M
AGF MANAGEMENT LTDNew Position+235K+$4.0M
Traynor Capital Management, Inc.New Position+147K+$3.6M
AE Wealth Management LLCNew Position+136K+$3.4M
Financial Partners Group, IncNew Position+115K+$3.2M
Yoder Wealth Management, Inc.New Position+122K+$3.0M
Maltin Wealth Management, Inc.New Position+111K+$2.8M
Trail Ridge Investment Advisors, LLCNew Position+109K+$2.7M
Wealth Quarterback LLCNew Position+91K+$2.2M

FENY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-55K-$21.8B
HighTower Advisors, LLCDecreased-38K-$18.6B
Maxele Advisors, LLCDecreased-617K-$15.9B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-488K-$13.6B
WELLS FARGO & COMPANY/MNDecreased-12K-$11.5B
Tower Research Capital LLC (TRC)Decreased-392K-$10.9B
Quadrature Capital LtdClosed Position-388K-$9.6B
OSAIC HOLDINGS, INC.Decreased-4K-$6.6B
Private Advisor Group, LLCDecreased-762-$5.4B
CITADEL ADVISORS LLCDecreased-92K-$4.8B
D. E. Shaw & Co., Inc.Closed Position-182K-$4.5B
Eley Financial Management, IncDecreased-17K-$4.4B
KCM INVESTMENT ADVISORS LLCDecreased-12K-$4.2B
RENAISSANCE TECHNOLOGIES LLCClosed Position-162K-$4.0B
NewEdge Advisors, LLCDecreased-33K-$4.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Prairie Wealth Advisors, Inc.0$453.7M0.19%Share
2Lido Advisors, LLC1,700,015$42.0M0.13%Share
3Align Financial, LLC35,793$35.8M0.02%Share
4COMMONWEALTH EQUITY SERVICES, LLC1,286,484$31.0M0.04%Share
5LPL Financial LLC826,014$20.0M0.01%Share
6HighTower Advisors, LLC715,015$17.0M0.02%Share
7ENVESTNET ASSET MANAGEMENT INC620,568$15.0M0.00%Share
8HILLTOP WEALTH ADVISORS, LLC534,019$13.2M6.64%Share
9BNP PARIBAS FINANCIAL MARKETS351,000$8.0M0.00%Share
10Cetera Investment Advisers330,985$8.0M0.01%Share
11WELLS FARGO & COMPANY/MN285,382$7.0M0.00%Share
12Cutler Capital Management, LLC275,160$6.8M1.99%Share
13OSAIC HOLDINGS, INC.205,201$5.0M0.01%Share
14Private Advisor Group, LLC217,802$5.0M0.02%Share
15TBH Global Asset Management, LLC130,600$4.9M0.82%Share
16Composition Wealth, LLC164,273$4.1M0.06%Share
17AMERIPRISE FINANCIAL INC196,108$4.0M0.00%Share
18WELLS FARGO & COMPANY/MN170,487$4.0M0.00%Share
19Kestra Advisory Services, LLC171,424$4.0M0.02%Share
20Eley Financial Management, Inc160,865$4.0M1.43%Share
21Traynor Capital Management, Inc.146,887$3.6M0.19%Share
22Financial Partners Group, Inc114,786$3.2M0.38%Share
23AE Wealth Management LLC128,337$3.2M0.02%Share
24Yoder Wealth Management, Inc.121,884$3.0M1.37%Share
25NewEdge Advisors, LLC127,704$3.0M0.01%Share
26MORGAN STANLEY140,232$3.0M0.00%Share
27KCM INVESTMENT ADVISORS LLC155,912$3.0M0.10%Share
28Maltin Wealth Management, Inc.111,366$2.8M1.10%Share
29Trail Ridge Investment Advisors, LLC109,204$2.7M1.16%Share
30Jacobi Capital Management LLC106,167$2.6M0.15%Share
31Maxele Advisors, LLC91,623$2.3M1.84%Share
32Wealth Quarterback LLC90,698$2.2M0.81%Share
33UBS Group AG86,198$2.1M0.00%Share
34SYNTAX RESEARCH, INC.81,150$2.0M1.24%Share
35BANK OF AMERICA CORP /DE/109,525$2.0M0.00%Share
36AGF MANAGEMENT LTD117,384$2.0M0.01%Share
37FMR LLC92,272$2.0M0.00%Share
38CITADEL ADVISORS LLC101,391$2.0M0.00%Share
39AGF MANAGEMENT LTD117,402$2.0M0.01%Share
40ROYAL BANK OF CANADA89,120$2.0M0.00%Share
41BANK OF AMERICA CORP /DE/93,035$2.0M0.00%Share
42Steward Partners Investment Advisory, LLC117,916$2.0M0.01%Share
43MORGAN STANLEY92,967$2.0M0.00%Share
44STIFEL FINANCIAL CORP94,746$2.0M0.00%Share
45Cambridge Investment Research Advisors, Inc.118,530$2.0M0.01%Share
46NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO63,464$1.8M0.00%Share
47SageGuard Financial Group, LLC70,592$1.7M0.28%Share
48UBS Group AG70,409$1.7M0.00%Share
49Beaumont Financial Advisors, LLC69,723$1.7M0.11%Share
50Aspetuck Financial Management LLC62,819$1.6M1.04%Share

FENY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025215$807.4M+93
Q3 2025122$269.8B-63
Q2 2025185$276.1B-31
Q1 2025216$520.4B+32
Q4 2024184$38.7T+41
Q3 2024143$269.3T-6
Q2 2024149$494.5T+2
Q1 2024147$508.2T—

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As of Q4 2025, 50 institutional investors hold FENY (FIDELITY MSCI ENERGY INDEX ETF). The largest holder is Prairie Wealth Advisors, Inc. with $453.7M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own FENY?

As of Q4 2025, 50 institutional investors report holding FENY (FIDELITY MSCI ENERGY INDEX ETF) in their 13F filings.

Who is the largest institutional holder of FENY?

The largest institutional holder of FENY is Prairie Wealth Advisors, Inc. with $453.7M in shares.

Is institutional ownership of FENY increasing or decreasing?

This quarter, 14 institutions opened new positions in FENY and 3 closed their positions.