FENY · Fidelity MSCI Energy Index ETF ETF
$35.54
-0.31 (-0.86%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $2,946,037
Total Shares: 99,663
Institutional Ownership Trend
3 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
99.6%
−0.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,922
Highly concentrated−78
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+2
Institutional value:
+28292.8%
Shares held:
+32576.4%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | +18 | 323 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 99,275 | $2,934,569 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 65 | $1,921 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC FENY | $1,738,128 | 59.00% | 58,800 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC FENY | $1,196,441 | 40.61% | 40,475 | Shares | 2026-09-02 | |
| Small Principia Wealth Advisory, LLC FENY | $9,547 | 0.32% | 323 | Shares | 2026-08-26 | |
| Small BROWN, LISLE/CUMMINGS, INC. FENY | $1,921 | 0.07% | 65 | Shares | 2026-09-02 |