Fidelity MSCI Energy IndexFENYETF
13F holders, Q1 2024 (March 31)207holders
3famous investors
$25.87avg. 13F price*
At the end of Q1 2024, 207 institutions reported holding Fidelity MSCI Energy Index (FENY) in their 13F filings. The largest holders were FMR LLC ($226.6M), Charles Schwab Investment Management Inc. ($126.8M) and Lido Advisors, LLC ($42.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI Energy Index
- CUSIP
- 316092402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $12.2M |
| Exits | 22 | $9.9M |
Ownership 207 holders
| FMR LLC | 0.02% | Add +17088.5% | 8,759,063 | $226.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +115.2% | 4,900,260 | $126.8M |
| Lido Advisors, LLC | 0.38% | Add +2.7% | 1,649,670 | $42.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -6.6% | 1,217,013 | $31.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.3% | 931,323 | $24.1M |
| HighTower Advisors, LLC | 0.03% | Add +0.7% | 808,955 | $20.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.9% | 778,615 | $20.1M |
| Yarbrough Capital, LLC | 0.80% | No change | 711,695 | $18.4M |
| Wells Fargo & Company | 0.00% | Reduce -14.0% | 702,289 | $18.2M |
| Kestra Advisory Services, LLC | 0.10% | Add +3.3% | 592,988 | $15.3M |
| AE Wealth Management LLC | 0.16% | Reduce -5.6% | 562,832 | $14.6M |
| UBS Group AG | 0.00% | Reduce -1.4% | 296,628 | $7.7M |
| LPL Financial LLC | 0.00% | Reduce -27.3% | 296,047 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.17% | Reduce -18.4% | 293,771 | $7.6M |
| Bank of America Corp. | 0.00% | Reduce -73.4% | 283,057 | $7.3M |
| Cutler Capital Management, LLC | 3.06% | Add +5.2% | 243,413 | $6.3M |
| Financial Partners Group, Inc | 0.92% | Reduce -23.1% | 223,222 | $5.8M |
| Cetera Investment Advisers | 0.01% | Add +47.2% | 207,892 | $5.4M |
| Connectus Wealth, LLC | 0.14% | Add +5.9% | 203,612 | $5.3M |
| Traynor Capital Management, Inc. | 0.50% | Add +3.1% | 202,021 | $5.2M |
| KCM Investment Advisors LLC | 0.19% | Add +1.2% | 201,163 | $5.2M |
| Morgan Stanley | 0.00% | Reduce -27.1% | 190,526 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.5% | 186,791 | $4.8M |
| Wealth Quarterback LLC | 2.58% | Add +15.3% | 178,699 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -54.4% | 175,595 | $4.5M |
| Agf Management Ltd. | 0.02% | Reduce -21.8% | 170,299 | $4.4M |
| Eley Financial Management, Inc | 1.88% | Reduce -0.2% | 168,663 | $4.4M |
| MML Investors Services, LLC | 0.02% | Add +1.2% | 167,687 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -0.1% | 165,993 | $4.3M |
| Advisory Services Network, LLC | 0.09% | Add +10.8% | 163,462 | $4.2M |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 156,143 | $4.0M |
| NewEdge Advisors, LLC | 0.03% | Add +26.1% | 151,035 | $3.9M |
| Jacobi Capital Management LLC | 0.29% | Add +0.4% | 119,696 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.7% | 119,624 | $3.1M |
| D. E. Shaw & Co. | 0.00% | New | 119,420 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +186.5% | 112,352 | $2.9M |
| Trail Ridge Investment Advisors, LLC | 1.63% | Reduce -13.0% | 111,262 | $2.9M |
| Citadel Advisors | 0.00% | Add +27.2% | 106,767 | $2.8M |
| Raymond James & Associates | 0.00% | Add +24.3% | 105,537 | $2.7M |
| RFG Advisory, LLC | 0.09% | Reduce -25.5% | 96,567 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.7% | 90,610 | $2.3M |
| Yoder Wealth Management, Inc. | 1.46% | Add +17.9% | 86,400 | $2.2M |
| Sigma Planning Corp | 0.07% | Add +58.9% | 85,520 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -78.8% | 82,686 | $2.1M |
| VCI Wealth Management LLC | 1.44% | Reduce -14.0% | 82,061 | $2.1M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -19.4% | 80,708 | $2.1M |
| Heck Capital Advisors, LLC | 0.31% | Add +0.9% | 77,370 | $2.0M |
| IFP Advisors, Inc | 0.09% | Reduce -57.6% | 77,051 | $2.0M |
| Maltin Wealth Management, Inc. | 1.12% | Add +9.1% | 76,758 | $2.0M |
| Leuthold Group, LLC | 0.22% | Add +3.7% | 75,866 | $2.0M |
| Renaissance Technologies | 0.00% | Add +174.8% | 75,300 | $1.9M |
| Tidal Investments LLC | 0.03% | New | 74,367 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +3.5% | 68,677 | $1.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Reduce -57.4% | 60,034 | $1.6M |
| Smith Salley Wealth Management | 0.11% | Add +1.0% | 56,203 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.12% | New | 55,296 | $1.4M |
| Financial Perspectives, Inc | 0.54% | Add +0.1% | 54,698 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +0.0% | 54,687 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -31.2% | 53,796 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 53,030 | $1.4M |
| Sinecera Capital, LLC | 1.83% | Reduce -60.0% | 50,997 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.48% | Add +4.7% | 49,591 | $1.3M |
| Lynch & Associates | 0.30% | Add +4.7% | 49,570 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +23.3% | 48,717 | $1.3M |
| Sheets Smith Wealth Management | 0.13% | Reduce -7.2% | 45,868 | $1.2M |
| EPG Wealth Management LLC | 0.28% | Reduce -2.5% | 44,402 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +211.6% | 44,231 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Reduce -0.9% | 41,982 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +11.4% | 39,968 | $1.0M |
| Hyperion Capital Advisors LP | 0.46% | No change | 37,500 | $970K |
| Integrated Advisors Network LLC | 0.05% | Add +15.8% | 36,936 | $956K |
| Sunbelt Securities, Inc. | 0.11% | Reduce -44.0% | 36,433 | $943K |
| Full Sail Capital, LLC | 0.06% | Reduce -2.4% | 35,270 | $912K |
| Faithward Advisors, LLC | 0.16% | Reduce -1.0% | 33,786 | $874K |
| Truist Financial Corp. | 0.00% | Reduce -16.2% | 33,052 | $855K |
| Ameritas Advisory Services, LLC | 0.03% | Add +92.6% | 32,824 | $844K |
| Snowden Capital Advisors LLC | 0.03% | Add +21.0% | 32,030 | $829K |
| Atlas Capital Advisors Inc. | 0.12% | Add +15.5% | 30,794 | $797K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 30,107 | $779K |
| Bank of Marin | 0.68% | Reduce -6.5% | 29,965 | $775K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -3.5% | 29,792 | $771K |
| Core Wealth Partners LLC | 0.58% | Add +8.1% | 29,785 | $771K |
| Inscription Capital, LLC | 0.13% | New | 29,473 | $762K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.4% | 28,702 | $743K |
| Vicus Capital | 0.07% | Reduce -8.8% | 28,540 | $738K |
| Fifth Third Securities, Inc. | 0.07% | Reduce -10.8% | 28,349 | $733K |
| Prairie Wealth Advisors, Inc. | 0.34% | — | 28,220 | $730K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.0% | 27,684 | $716K |
| Financial Freedom, LLC | 0.41% | Add +0.7% | 26,885 | $696K |
| Creative Planning | 0.00% | New | 24,847 | $643K |
| Equitable Holdings, Inc. | 0.01% | Reduce -10.4% | 24,618 | $637K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 24,486 | $633K |
| CAP Partners, LLC | 0.55% | Reduce -8.8% | 24,040 | $622K |
| Kintra Wealth, LLC | 0.42% | New | 22,050 | $570K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -9.9% | 21,560 | $558K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -6.4% | 21,495 | $556K |
| US Bancorp \de | 0.00% | Reduce -1.0% | 21,002 | $543K |
| Valmark Advisers, Inc. | 0.01% | Add +23.9% | 20,998 | $543K |
| Susquehanna International Group, LLP | 0.00% | New | 20,773 | $537K |
| Principal Securities, Inc. | 0.02% | Reduce -5.1% | 20,580 | $532K |
"% of holder's portfolio" is FENY's weight in each manager's 13F, not the share of Fidelity MSCI Energy Index the manager owns.