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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

120 hedge funds and large institutions have $239M invested in Fidelity MSCI Utilities Index ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
30
Increased
49
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
1
Niemann Capital Management
Nevada
$2.11M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.62M
3
NAM
3
NorthCoast Asset Management
Connecticut
$1.85M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.56M
5
Truist Financial
5
Truist Financial
North Carolina
$1.56M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
KCM
2
Karp Capital Management
California
$4.53M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$743K
4
VC
4
Vicus Capital
Pennsylvania
$0
5
SCI
5
Stableford Capital II
Arizona
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
26
Cornerstone Wealth Group
North Carolina
$2.14M +$169K +3,984 +9%
NCM
27
Niemann Capital Management
Nevada
$2.11M +$2.11M +49,806 New
LNC
28
Lincoln National Corp
Pennsylvania
$1.98M -$408K -9,648 -17%
NR
29
Newfound Research
Massachusetts
$1.96M -$20.6K -487 -1%
NAM
30
NorthCoast Asset Management
Connecticut
$1.85M +$1.85M +43,653 New
IWS
31
Insight Wealth Strategies
California
$1.83M +$1.27M +30,127 +228%
SCI
32
Stableford Capital II
Arizona
$1.8M -$3.31M -78,307 -65%
CL
33
Cabana LLC
Arkansas
$1.76M -$767K -18,143 -30%
MWM
34
Maltin Wealth Management
New Jersey
$1.67M +$1.67M +39,373 New
LWA
35
Lineweaver Wealth Advisors
Ohio
$1.62M +$1.62M +38,191 New
WR
36
Watson Rebecca
$1.61M +$1.61M +38,053 New
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$1.6M -$128K -3,024 -7%
Truist Financial
38
Truist Financial
North Carolina
$1.56M +$1.56M +36,967 New
AWM
39
AE Wealth Management
Kansas
$1.39M +$195K +4,613 +16%
FFWA
40
FRG Family Wealth Advisors
Washington
$1.28M +$69.8K +1,650 +6%
CA
41
Cetera Advisors
Colorado
$1.28M +$463K +10,940 +57%
BWA
42
Beam Wealth Advisors
Louisiana
$1.27M +$1.27M +30,100 New
5L
43
55I LLC
Massachusetts
$1.25M +$295K +6,967 +31%
Wells Fargo
44
Wells Fargo
California
$1.23M +$125K +2,961 +11%
FIA
45
Foundations Investment Advisors
Arizona
$1.15M +$133K +3,177 +13%
PAG
46
Private Advisor Group
New Jersey
$1.14M +$18.1K +427 +2%
SCP
47
Silverleafe Capital Partners
Tennessee
$1.11M +$3.47K +82 +0.3%
FHA
48
Flagship Harbor Advisors
Massachusetts
$952K +$283K +6,689 +42%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$923K – – –
SW
50
SVB Wealth
Massachusetts
$920K -$8.84K -209 -1%
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