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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

79 hedge funds and large institutions have $233M invested in Fidelity MSCI Utilities Index ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+21
Holders Change %
+36.21%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
34
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.4M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$35.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.95M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.6M
5
KCM
Karp Capital Management
California
+$4.51M

Top Sellers

1
SCI
Stableford Capital II
Arizona
-$4.18M
2
Jane Street
Jane Street
New York
-$3.39M
3
SAM
Shamrock Asset Management
Texas
-$773K
4
TRCT
Tower Research Capital (TRC)
New York
-$607K
5
SFA
Sequoia Financial Advisors
Ohio
-$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
26
Full Sail Capital
Oklahoma
$1.36M +$1.36M +38,940 New
IWS
27
Insight Wealth Strategies
California
$1.28M +$1.28M +36,695 New
ST
28
Spinnaker Trust
Maine
$1.26M +$8.09K +232 +0.6%
LNC
29
Lincoln National Corp
Pennsylvania
$1.06M +$726K +20,818 +216%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$876K +$876K +25,117 New
ECM
31
Exchange Capital Management
Michigan
$850K +$7.6K +218 +0.9%
SHIM
32
Stone House Investment Management
Pennsylvania
$761K +$761K +21,820 New
MWC
33
MKD Wealth Coaches
Michigan
$691K +$691K +19,816 New
SCP
34
Silverleafe Capital Partners
Tennessee
$661K +$661K +18,961 New
GRP
35
Global Retirement Partners
California
$643K -$7.22K -207 -1%
RJT
36
Raymond James Trust
Florida
$600K +$600K +17,196 New
RJA
37
Raymond James & Associates
Florida
$505K +$505K +14,473 New
MWM
38
Mascoma Wealth Management
New Hampshire
$456K +$456K +13,068 New
FA
39
FMA Advisory
Pennsylvania
$401K -$15K -431 -4%
TRCT
40
Tower Research Capital (TRC)
New York
$392K -$607K -17,378 -61%
CFD
41
Creative Financial Designs
Indiana
$348K +$342K +9,809 +6,018%
Wells Fargo
42
Wells Fargo
California
$303K +$112K +3,214 +59%
SFS
43
Sowell Financial Services
Arkansas
$269K +$269K +7,714 New
EIP
44
Ellis Investment Partners
Pennsylvania
$264K +$264K +7,590 New
SCA
45
Snowden Capital Advisors
New York
$244K +$25.4K +729 +12%
MML Investors Services
46
MML Investors Services
Massachusetts
$241K +$241K +6,923 New
SS
47
Sunbelt Securities
Texas
$238K +$238K +6,812 New
Jane Street
48
Jane Street
New York
$236K -$3.39M -97,429 -93%
SSWM
49
Smith Salley Wealth Management
North Carolina
$228K +$228K +6,543 New
RA
50
Rational Advisors
New York
$207K +$103K +2,951 +99%
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