Jim Simons’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Jim Simons’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	–	Sell	-7,100	Closed	-$419K	–	3341
2026 Q1	$419K	Buy	+7,100	New	+$412K	﹤0.01%	2671
2025 Q4	–	Sell	-6,200	Closed	-$350K	–	3412
2025 Q3	$350K	Sell	6,200 -4,800	-44%	-$262K	﹤0.01%	2941
2025 Q2	$579K	Buy	+11,000	New	+$566K	﹤0.01%	2764
2025 Q1	–	Sell	-5,400	Closed	-$263K	–	3582
2024 Q4	$263K	Buy	+5,400	New	+$275K	﹤0.01%	3082
2024 Q1	–	Sell	-25,200	Closed	-$1.03M	–	3821
2023 Q4	$1.03M	Buy	+25,200	New	+$989K	﹤0.01%	2387
2023 Q3	–	Sell	-10,700	Closed	-$452K	–	3820
2023 Q2	$452K	Buy	+10,700	New	+$465K	﹤0.01%	2925
2022 Q4	–	Sell	-9,000	Closed	-$380K	–	4202
2022 Q3	$380K	Buy	+9,000	New	+$425K	﹤0.01%	3081
2021 Q4	–	Sell	-9,800	Closed	-$403K	–	4005
2021 Q3	$403K	Buy	+9,800	New	+$423K	﹤0.01%	2969
2021 Q1	–	Sell	-5,800	Closed	-$235K	–	3450
2020 Q4	$235K	Buy	+5,800	New	+$236K	﹤0.01%	3096

Other funds holding FUTY

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

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

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

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Jim Simons's FUTY Position: Q2 2026 in Review

Jim Simons sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2026, closing a stake of 7,100 shares — an estimated $419K sold.

Jim Simons first reported a position in FUTY in Q4 2020 and held it in 9 quarters. The position peaked at $1.03M in Q4 2023. 258 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Jim Simons reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 7,100 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $419K.
Jim Simons first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and held it in 9 quarters.
Jim Simons's Fidelity MSCI Utilities Index ETF position peaked at $1.03M in Q4 2023.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.