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 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 $1.37T AUM 24.88% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

TIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jim Simons's FUTY Position: Q1 2026 in Review

Jim Simons opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026: 7,100 shares worth $419K. The stake represents ﹤0.01% of the portfolio and ranks #2671 among its holdings. This is a return to the name: Jim Simons previously reported a position in FUTY as recently as Q3 2025.

Jim Simons first reported a position in FUTY in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.03M in Q4 2023. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Jim Simons held 7,100 shares of Fidelity MSCI Utilities Index ETF worth $419K as of Q1 2026.
Fidelity MSCI Utilities Index ETF was a new Jim Simons position in Q1 2026.
Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2671 holding.
Jim Simons first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and has held it in 9 quarters since.
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 Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.