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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

172 hedge funds and large institutions have $879M invested in Fidelity MSCI Utilities Index ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 27 closing their positions.

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
54
Reduced
48
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$616M
2
HAS
2
HBW Advisory Services
California
$5.33M
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$4.05M
4
BBL
4
Beck Bode LLC
Massachusetts
$4.11M
5
SIA
5
Soltis Investment Advisors
Utah
$3.44M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.12M
3
BCM
3
Beaumont Capital Management
Massachusetts
$0
4
RWP
4
RWA Wealth Partners
Massachusetts
$0
5
Lido Advisors
5
Lido Advisors
California
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
26
Forte Asset Management
New York
$2.85M +$2.85M +63,211 New
VA
27
Valmark Advisers
Ohio
$2.54M +$364K +8,070 +17%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.5M +$2.05M +45,459 +457%
KCM
29
Karp Capital Management
California
$2.17M -$615K -13,628 -22%
HCA
30
Heck Capital Advisors
Wisconsin
$2.14M +$2.14M +47,403 New
KAS
31
Kestra Advisory Services
Texas
$2.02M -$558K -12,371 -22%
WFS
32
Walker Financial Services
Kentucky
$1.96M -$196K -4,333 -9%
EA
33
Eudaimonia Advisors
Tennessee
$1.89M +$1.1M +24,329 +138%
HMS
34
Hanseatic Management Services
New Mexico
$1.81M +$1.81M +40,084 New
MML Investors Services
35
MML Investors Services
Massachusetts
$1.81M -$635K -14,065 -26%
EP
36
Eudaimonia Partners
Tennessee
$1.73M +$1.73M +38,366 New
MWM
37
Maltin Wealth Management
New Jersey
$1.66M -$16.7K -371 -1%
CSIA
38
Conrad Siegel Investment Advisors
Pennsylvania
$1.66M – – –
LNC
39
Lincoln National Corp
Pennsylvania
$1.62M -$859K -19,035 -35%
NL
40
NWAM LLC
Washington
$1.59M +$36.3K +811 +2%
VCM
41
Virtue Capital Management
Tennessee
$1.54M +$1.54M +34,119 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.51M +$1.51M +33,530 New
SPC
43
Sigma Planning Corp
Michigan
$1.44M +$444K +9,844 +45%
MFG
44
Monumental Financial Group
Maryland
$1.35M -$59.9K -1,328 -4%
AWS
45
Atria Wealth Solutions
New York
$1.22M -$689K -15,254 -36%
MWM
46
Mascoma Wealth Management
New Hampshire
$1.12M -$2.93K -65 -0.3%
CIAS
47
Capital Investment Advisory Services
North Carolina
$1.1M +$18K +399 +2%
GWM
48
GSB Wealth Management
Connecticut
$970K -$295K -6,533 -23%
JIP
49
Jaffetilchin Investment Partners
Florida
$966K +$170K +3,758 +21%
GWA
50
Gibson Wealth Advisors
Texas
$922K +$922K +20,440 New
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