David Shaw’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

David Shaw’s Portfolio FUTY Stock Details FUTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Buy	+30,637	New	+$1.79M	﹤0.01%	3289
2025 Q3	–	Sell	-15,728	Closed	-$827K	–	4690
2025 Q2	$827K	Sell	15,728 -15,679	-50%	-$806K	﹤0.01%	3359
2025 Q1	$1.6M	Sell	31,407 -21,920	-41%	-$1.1M	﹤0.01%	2772
2024 Q4	$2.6M	Buy	+53,327	New	+$2.72M	﹤0.01%	2522
2024 Q3	–	Sell	-15,120	Closed	-$665K	–	4654
2024 Q2	$665K	Buy	15,120 +7,525	+99%	+$333K	﹤0.01%	3448
2024 Q1	$322K	Buy	+7,595	New	+$306K	﹤0.01%	3697

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

David Shaw's FUTY Position: Q2 2026 in Review

David Shaw opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026: 30,637 shares worth $1.79M. The stake represents ﹤0.01% of the portfolio and ranks #3289 among its holdings. This is a return to the name: David Shaw previously reported a position in FUTY as recently as Q2 2025.

David Shaw first reported a position in FUTY in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

David Shaw held 30,637 shares of Fidelity MSCI Utilities Index ETF worth $1.79M as of Q2 2026.
Fidelity MSCI Utilities Index ETF was a new David Shaw position in Q2 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3289 holding.
David Shaw first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2024 and has held it in 6 quarters since.
David Shaw's Fidelity MSCI Utilities Index ETF position peaked at $2.6M in Q4 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.