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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

87 hedge funds and large institutions have $210M invested in Fidelity MSCI Utilities Index ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
20
Increased
33
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$13.8M
2
FI
2
FormulaFolio Investments
Michigan
$13.7M
3
MA
3
Mutual Advisors
Nebraska
$13.4M
4
EC
4
Estate Counselors
Wisconsin
$11M
5
RWP
5
RWA Wealth Partners
Massachusetts
$10.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.8M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.64M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFH
26
NEXT Financial Holdings
Texas
$1.92M +$1.92M +50,217 New
LNC
27
Lincoln National Corp
Pennsylvania
$1.78M +$617K +16,110 +53%
LPL Financial
28
LPL Financial
California
$1.61M +$613 +16 +0%
AG
29
Advisor Group
Arizona
$1.29M -$665K -17,335 -34%
ST
30
Spinnaker Trust
Maine
$1.27M -$122K -3,193 -9%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$1.06M +$95.3K +2,489 +10%
CL
32
Cabana LLC
Arkansas
$1.03M +$1.03M +26,857 New
SCP
33
Silverleafe Capital Partners
Tennessee
$793K +$66.5K +1,735 +9%
MWC
34
MKD Wealth Coaches
Michigan
$774K +$15.1K +395 +2%
SAM
35
Shamrock Asset Management
Texas
$763K +$763K +19,922 New
ECM
36
Exchange Capital Management
Michigan
$742K -$191K -4,996 -20%
BTS
37
BB&T Securities
Virginia
$712K +$712K +18,595 New
RJA
38
Raymond James & Associates
Florida
$562K +$7.59K +198 +1%
Jane Street
39
Jane Street
New York
$533K +$273K +7,128 +105%
Wells Fargo
40
Wells Fargo
California
$509K +$176K +4,601 +53%
FIA
41
Foundations Investment Advisors
Arizona
$490K +$490K +12,806 New
FA
42
FMA Advisory
Pennsylvania
$464K +$23.9K +624 +5%
CFD
43
Creative Financial Designs
Indiana
$463K +$80.7K +2,104 +21%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$437K -$1.43M -37,323 -77%
SFA
45
Sequoia Financial Advisors
Ohio
$386K +$386K +10,090 New
SCA
46
Snowden Capital Advisors
New York
$353K +$84.4K +2,203 +31%
SS
47
Sunbelt Securities
Texas
$349K +$88.4K +2,309 +34%
SSWM
48
Smith Salley Wealth Management
North Carolina
$336K +$85.2K +2,224 +34%
CH
49
Canton Hathaway
Rhode Island
$331K +$204K +5,344 +161%
GRP
50
Global Retirement Partners
California
$319K -$388K -10,110 -55%
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