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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

124 hedge funds and large institutions have $175M invested in Fidelity MSCI Utilities Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
40
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$9.64M
2
SSW
2
Smith Shellnut Wilson
Mississippi
$8.37M
3
VC
3
Vicus Capital
Pennsylvania
$3.57M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.88M
5
MA
5
Mutual Advisors
Nebraska
$4.5M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$444K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.58M
3
KCM
3
Karp Capital Management
California
$0
4
IA
4
IFP Advisors
Florida
$89K
5
MIS
5
Morningstar Investment Services
Illinois
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$1.55M +$195K +5,427 +14%
Truist Financial
27
Truist Financial
North Carolina
$1.51M +$183K +5,100 +14%
WR
28
Watson Rebecca
$1.48M +$37.6K +996 +3%
LWA
29
Lineweaver Wealth Advisors
Ohio
$1.37M +$180 +5 +0%
TRCT
30
Tower Research Capital (TRC)
New York
$1.35M +$1.06M +29,575 +365%
MWM
31
Maltin Wealth Management
New Jersey
$1.34M -$70.4K -1,960 -5%
FFWA
32
FRG Family Wealth Advisors
Washington
$1.34M +$249K +6,940 +23%
IWS
33
Insight Wealth Strategies
California
$1.18M -$380K -10,592 -24%
AWM
34
AE Wealth Management
Kansas
$1.15M -$26.8K -747 -2%
LNC
35
Lincoln National Corp
Pennsylvania
$1.01M -$677K -18,840 -40%
FHA
36
Flagship Harbor Advisors
Massachusetts
$987K +$179K +4,972 +22%
CA
37
Cetera Advisors
Colorado
$965K -$121K -3,366 -11%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$962K -$828K – –
ACA
39
Atlas Capital Advisors
Wyoming
$886K +$315K +8,778 +55%
QAM
40
Q3 Asset Management
Michigan
$766K +$766K +21,335 New
CH
41
Canton Hathaway
Rhode Island
$745K +$21.7K +603 +3%
5L
42
55I LLC
Massachusetts
$708K -$454K -11,524 -39%
MML Investors Services
43
MML Investors Services
Massachusetts
$708K -$38.4K -1,070 -5%
AAS
44
Avantax Advisory Services
Texas
$695K +$695K +19,345 New
CIAS
45
Capital Investment Advisory Services
North Carolina
$688K +$688K +19,143 New
SF
46
Synovus Financial
Georgia
$672K +$672K +18,715 New
MWC
47
MKD Wealth Coaches
Michigan
$640K -$41.8K -1,163 -6%
William Blair & Company
48
William Blair & Company
Illinois
$618K +$77.3K +2,152 +14%
Wells Fargo
49
Wells Fargo
California
$594K -$454K -12,628 -43%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$594K -$190K -5,285 -24%
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