FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

119 hedge funds and large institutions have $201M invested in Fidelity MSCI Utilities Index ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-5
Holders Change %
-4.03%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
40
Reduced
48
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$20.1M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$9.58M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.61M
4
Bank of America
4
Bank of America
North Carolina
$5.62M
5
SMG
5
Spectrum Management Group
Indiana
$1.51M

Top Sellers

1
MA
1
Mutual Advisors
Nebraska
$351K
2
VC
2
Vicus Capital
Pennsylvania
$0
3
EC
3
Estate Counselors
Wisconsin
$9.2M
4
BCM
4
Brookstone Capital Management
Illinois
$647K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$1.62M +$242K +6,633 +18%
SMG
27
Spectrum Management Group
Indiana
$1.51M +$1.51M +41,475 New
WR
28
Watson Rebecca
$1.5M +$70.5K +1,932 +5%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$1.4M -$177K -4,844 -11%
LWA
30
Lineweaver Wealth Advisors
Ohio
$1.36M -$28.5K -783 -2%
FFWA
31
FRG Family Wealth Advisors
Washington
$1.36M – – –
MWM
32
Maltin Wealth Management
New Jersey
$1.33M -$30.4K -834 -2%
Citadel Advisors
33
Citadel Advisors
Florida
$1.26M +$854K +23,403 +212%
SPC
34
Sigma Planning Corp
Michigan
$1.19M -$1.05M -28,913 -47%
FA
35
Fortis Advisors
Pennsylvania
$1.13M +$1.13M +31,028 New
IWS
36
Insight Wealth Strategies
California
$980K -$214K -5,857 -18%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$962K -$962K – –
AWM
38
AE Wealth Management
Kansas
$961K -$209K -5,719 -18%
LNC
39
Lincoln National Corp
Pennsylvania
$842K -$181K -4,961 -18%
CH
40
Canton Hathaway
Rhode Island
$763K +$5.84K +160 +0.8%
MML Investors Services
41
MML Investors Services
Massachusetts
$758K +$38.4K +1,053 +5%
AAS
42
Avantax Advisory Services
Texas
$755K +$47.9K +1,310 +7%
CA
43
Cetera Advisors
Colorado
$718K -$262K -7,176 -27%
CIAS
44
Capital Investment Advisory Services
North Carolina
$678K -$20K -549 -3%
BCM
45
Brookstone Capital Management
Illinois
$647K -$1.91M -52,426 -75%
NAM
46
NorthCoast Asset Management
Connecticut
$630K +$29.9K +818 +5%
William Blair & Company
47
William Blair & Company
Illinois
$627K +$36 +1 +0%
SS
48
Sunbelt Securities
Texas
$606K +$76.4K +2,097 +14%
FA
49
FMA Advisory
Pennsylvania
$584K +$2.15K +59 +0.4%
Wells Fargo
50
Wells Fargo
California
$580K -$22.4K -615 -4%
1
2
3 4 5