FENY Institutional Ownership
Fidelity MSCI Energy Index ETF
1W: +1.2%
1M: -4.1%
3M: +17.2%
YTD: +36.9%
1Y: +40.8%
3Y: +46.4%
5Y: +184.6%
$34.64
+0.08 (+0.23%)
Weekly Expected Move ±2.8%
$33
$34
$35
$36
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — FENY
292
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
662M
Total Invested
33
New Positions
98
Increased
111
Reduced
41
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (315 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sixth Street Partners Management Compa NEW | 2,479,793 | $86M | — | +0.0% | 1Q | SEC ↗ |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,479,793 | $86M | +76,164 | +3.2% | 2Q | SEC ↗ |
| 3 | Lido Advisors, LLC | 1,698,505 | $59M | -57,420 | -3.3% | 39Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,516,919 | $53M | +660,650 | +77.2% | 32Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 1,157,609 | $40M | -118,779 | -9.3% | 35Q | SEC ↗ |
| 6 | LPL Financial LLC | 992,806 | $34M | +63,991 | +6.9% | 43Q | SEC ↗ |
| 7 | HighTower Advisors, LLC | 974,225 | $34M | -65,352 | -6.3% | 39Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 932,861 | $32M | +38,433 | +4.3% | 26Q | SEC ↗ |
| 9 | AGF MANAGEMENT LTD | 743,673 | $26M | +12,612 | +1.7% | 15Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 604,338 | $21M | +175,941 | +41.1% | 17Q | SEC ↗ |
| 11 | MARSHALL WACE, LLP | 452,228 | $16M | -356,860 | -44.1% | 2Q | SEC ↗ |
| 12 | TWO SIGMA INVESTMENTS, LP NEW | 293,300 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 13 | SageGuard Financial Group, LLC | 279,901 | $10M | +129,105 | +85.6% | 3Q | SEC ↗ |
| 14 | MORGAN STANLEY | 273,316 | $9M | +28,229 | +11.5% | 50Q | SEC ↗ |
| 15 | Cutler Capital Management, LLC | 267,547 | $9M | +232 | +0.1% | 18Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 243,597 | $8M | -186,050 | -43.3% | 47Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 234,404 | $8M | +23,384 | +11.1% | 26Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 234,246 | $8M | +81,484 | +53.3% | 5Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 199,290 | $7M | +10,202 | +5.4% | 24Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 198,321 | $7M | +1,321 | +0.7% | 15Q | SEC ↗ |
| 21 | AssuredPartners Investment Advisors, L | 188,477 | $7M | +5,784 | +3.2% | 2Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 188,225 | $7M | -50,301 | -21.1% | 15Q | SEC ↗ |
| 23 | Composition Wealth, LLC | 174,919 | $6M | +7,361 | +4.4% | 7Q | SEC ↗ |
| 24 | Eley Financial Management, Inc | 162,406 | $6M | +992 | +0.6% | 15Q | SEC ↗ |
| 25 | Steward Partners Investment Advisory, | 157,926 | $5M | +28,023 | +21.6% | 17Q | SEC ↗ |
| 26 | Traynor Capital Management, Inc. | 145,534 | $5M | -1,441 | -1.0% | 18Q | SEC ↗ |
| 27 | Financial Partners Group, Inc | 145,120 | $5M | -9,093 | -5.9% | 23Q | SEC ↗ |
| 28 | Proficio Capital Partners LLC NEW | 143,520 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 29 | KCM INVESTMENT ADVISORS LLC | 131,281 | $5M | -682 | -0.5% | 23Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 121,783 | $4M | -2,728 | -2.2% | 44Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 115,954 | $4M | -1,398 | -1.2% | 31Q | SEC ↗ |
| 32 | FMR LLC | 115,710 | $4M | +8,956 | +8.4% | 32Q | SEC ↗ |
| 33 | Maltin Wealth Management, Inc. | 113,515 | $4M | -11,431 | -9.1% | 27Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 109,117 | $4M | +5,741 | +5.6% | 19Q | SEC ↗ |
| 35 | MERCER GLOBAL ADVISORS INC /ADV | 107,706 | $4M | +9,104 | +9.2% | 4Q | SEC ↗ |
| 36 | Jacobi Capital Management LLC | 106,348 | $4M | +241 | +0.2% | 41Q | SEC ↗ |
| 37 | Yoder Wealth Management, Inc. | 101,016 | $3M | -11,541 | -10.3% | 14Q | SEC ↗ |
| 38 | Wealth Quarterback LLC | 100,204 | $3M | +14,495 | +16.9% | 17Q | SEC ↗ |
| 39 | PARK AVENUE SECURITIES LLC | 100,060 | $3M | +47,265 | +89.5% | 5Q | SEC ↗ |
| 40 | UBS Group AG | 99,971 | $3M | +18,484 | +22.7% | 46Q | SEC ↗ |
| 41 | NorthCoast Asset Management LLC | 99,734 | $3M | +47,004 | +89.1% | 2Q | SEC ↗ |
| 42 | Transamerica Financial Advisors, LLC | 99,557 | $3M | +78,926 | +382.6% | 4Q | SEC ↗ |
| 43 | D. E. Shaw & Co., Inc. NEW | 99,033 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Maxele Advisors, LLC NEW | 93,347 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Trail Ridge Investment Advisors, LLC | 88,197 | $3M | -22,642 | -20.4% | 19Q | SEC ↗ |
| 46 | Qube Research & Technologies Ltd NEW | 78,282 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Arax Advisory Partners | 72,268 | $3M | +71,594 | +10622.3% | 5Q | SEC ↗ |
| 48 | Mariner, LLC | 68,044 | $2M | +4,988 | +7.9% | 25Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 67,194 | $2M | -369,990 | -84.6% | 18Q | SEC ↗ |
| 50 | RAYMOND JAMES FINANCIAL INC | 65,917 | $2M | -3,064 | -4.4% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,479,793 | $86M |
| TWO SIGMA INVESTMENTS, LP | 293,300 | $10M |
| Proficio Capital Partners LLC | 143,520 | $5M |
| D. E. Shaw & Co., Inc. | 99,033 | $3M |
| Maxele Advisors, LLC | 93,347 | $3M |
| Qube Research & Technologies Ltd | 78,282 | $3M |
| Ameritas Advisory Services, LLC | 20,100 | $696K |
| HRT FINANCIAL LP | 16,163 | $560K |
| TWO SIGMA SECURITIES, LLC | 15,743 | $545K |
| Secure Asset Management, LLC | 15,235 | $528K |
| Savant Capital, LLC | 12,354 | $428K |
| FIDUCIARY FINANCIAL ADVISORS | 10,808 | $374K |
| Regal Investment Advisors LLC | 9,572 | $332K |
| Orion Porfolio Solutions, LLC | 8,188 | $284K |
| J.W. COLE ADVISORS, INC. | 8,084 | $280K |
| Savvy Advisors, Inc. | 7,713 | $267K |
| Regatta Research & Money Management | 7,221 | $250K |
| Signal Advisors Wealth, LLC | 6,979 | $242K |
| Fifth Third Securities, Inc. | 6,791 | $235K |
| Buck Wealth Strategies, LLC | 5,044 | $175K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 534,019 | $18M |
| Independence Financial Advisors, LL | 317,691 | $11M |
| Quadrature Capital Ltd | 231,107 | $8M |
| Private Advisor Group, LLC | 228,035 | $8M |
| TUDOR INVESTMENT CORP ET AL | 199,238 | $7M |
| TBH Global Asset Management, LLC | 130,600 | $5M |
| SYNTAX RESEARCH, INC. | 81,150 | $3M |
| Procyon Advisors, LLC | 75,764 | $3M |
| GTS SECURITIES LLC | 55,533 | $2M |
| Bellwether Advisors, LLC | 50,694 | $2M |
| PRELUDE CAPITAL MANAGEMENT, LLC | 50,000 | $2M |
| GREAT VALLEY ADVISOR GROUP, INC. | 46,873 | $2M |
| RFP Financial Group LLC | 40,655 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 36,500 | $1M |
| GOLDMAN SACHS GROUP INC | 30,002 | $1M |
| JANE STREET GROUP, LLC | 28,659 | $993K |
| FLOW TRADERS U.S. LLC | 23,004 | $797K |
| Essex Financial Services, Inc. | 21,722 | $752K |
| INTEGRITY ALLIANCE, LLC. | 19,148 | $663K |
| Blue Capital, Inc. | 17,377 | $602K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | -1,496,208 | -100.0% | 95 |
| VICUS CAPITAL | -773,008 | -96.2% | 30,374 |
| JPMORGAN CHASE & CO | -369,990 | -84.6% | 67,194 |
| MARSHALL WACE, LLP | -356,860 | -44.1% | 452,228 |
| AE Wealth Management LLC | -316,106 | -94.9% | 16,927 |
| WELLS FARGO & COMPANY/MN | -186,050 | -43.3% | 243,597 |
| COMMONWEALTH EQUITY SERVICES, LLC | -118,779 | -9.3% | 1,157,609 |
| HighTower Advisors, LLC | -65,352 | -6.3% | 974,225 |
| Lido Advisors, LLC | -57,420 | -3.3% | 1,698,505 |
| BANK OF AMERICA CORP /DE | -50,301 | -21.1% | 188,225 |
| Snowden Capital Advisors LLC | -48,335 | -66.0% | 24,918 |
| D.A. DAVIDSON & CO. | -24,070 | -56.0% | 18,882 |
| Trail Ridge Investment Advisors, LL | -22,642 | -20.4% | 88,197 |
| ROYAL BANK OF CANADA | -17,021 | -22.7% | 57,893 |
| Heck Capital Advisors, LLC | -13,927 | -56.8% | 10,587 |
| SMITH SHELLNUT WILSON LLC /ADV | -12,800 | -59.8% | 8,605 |
| Yoder Wealth Management, Inc. | -11,541 | -10.3% | 101,016 |
| Maltin Wealth Management, Inc. | -11,431 | -9.1% | 113,515 |
| HBW ADVISORY SERVICES LLC | -9,671 | -52.9% | 8,609 |
| Western Wealth Management, LLC | -9,517 | -47.5% | 10,523 |