FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

164 hedge funds and large institutions have $443M invested in Fidelity MSCI Utilities Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
70
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$156M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.9M
4
RWP
4
RWA Wealth Partners
Massachusetts
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.7M

Top Sellers

1
RA
1
Rational Advisors
New York
$0
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.25K
4
BCM
4
Brookstone Capital Management
Illinois
$10.3M
5
KCM
5
Karp Capital Management
California
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$2.63M +$1.75M +36,545 +200%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.59M +$1.63M +34,039 +169%
VA
28
Valmark Advisers
Ohio
$2.31M +$239K +4,981 +12%
WFS
29
Walker Financial Services
Kentucky
$2.29M +$2.29M +47,695 New
Jane Street
30
Jane Street
New York
$2.28M +$2.28M +47,506 New
AWS
31
Atria Wealth Solutions
New York
$2.03M +$2.03M +42,315 New
MWM
32
Maltin Wealth Management
New Jersey
$1.78M +$25.9K +541 +1%
CSIA
33
Conrad Siegel Investment Advisors
Pennsylvania
$1.76M +$1.76M +36,687 New
NL
34
NWAM LLC
Washington
$1.67M -$35.2K -735 -2%
MFG
35
Monumental Financial Group
Maryland
$1.5M +$302K +6,300 +25%
Mariner
36
Mariner
Kansas
$1.49M +$116K +2,423 +8%
GWM
37
GSB Wealth Management
Connecticut
$1.34M +$15.2K +317 +1%
PCS
38
Personal CFO Solutions
New Jersey
$1.32M +$25.4K +530 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.31M +$983K +20,493 +301%
5L
40
55I LLC
Massachusetts
$1.22M +$373K +7,782 +44%
MWM
41
Mascoma Wealth Management
New Hampshire
$1.2M -$27.5K -574 -2%
CIAS
42
Capital Investment Advisory Services
North Carolina
$1.15M +$56K +1,169 +5%
SIA
43
Soltis Investment Advisors
Utah
$1.15M +$1.15M +23,888 New
Millennium Management
44
Millennium Management
New York
$1.14M +$1.14M +23,724 New
AIA
45
Acute Investment Advisory
Arizona
$1.06M +$801K +16,724 +305%
SPC
46
Sigma Planning Corp
Michigan
$1.05M -$100K -2,090 -9%
JWCA
47
J.W. Cole Advisors
Florida
$878K +$19.4K +405 +2%
APW
48
Aurora Private Wealth
New Jersey
$871K +$4.12K +86 +0.5%
EA
49
Eudaimonia Advisors
Tennessee
$846K +$283K +5,898 +50%
KWM
50
Kingsview Wealth Management
Oregon
$803K +$77.9K +1,626 +11%
1
2
3 4 5