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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

175 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Utilities Index ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
70
Reduced
45
Closed
27
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
GWA
Gibson Wealth Advisors
Texas
$56.7M
2
Bank of America
Bank of America
North Carolina
$951M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.4M
4
Morgan Stanley
Morgan Stanley
New York
$14.4M
5
Ameriprise
Ameriprise
Minnesota
$3.3M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$2.23M
2
VC
Vicus Capital
Pennsylvania
$0
3
QAM
Q3 Asset Management
Michigan
$925K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.9M
5
Citadel Advisors
Citadel Advisors
Florida
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFG
26
Demars Financial Group
Washington
$3.24M +$55.3K +1,214 +2%
SCI
27
Stableford Capital II
Arizona
$3.04M -$35.8K -774 -1%
VA
28
Valmark Advisers
Ohio
$2.84M +$197K +4,314 +7%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$2.53M -$1.36M -29,901 -35%
AWM
30
Abound Wealth Management
Tennessee
$2.52M +$1.59M +34,985 +172%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.45M +$280K +6,149 +13%
BFA
32
Beaumont Financial Advisors
Massachusetts
$2.39M +$441K +9,679 +23%
NA
33
NewEdge Advisors
Louisiana
$2.23M -$16.3M -361,217 -88%
SFS
34
Sowell Financial Services
Arkansas
$2.23M +$2.23M +48,864 New
AFA
35
Atlas Financial Advisors
California
$2.1M +$854K +18,743 +69%
HCA
36
Heck Capital Advisors
Wisconsin
$2.03M +$14.7K +323 +0.7%
EA
37
Eudaimonia Advisors
Tennessee
$2M +$19.1K +419 +1%
EP
38
Eudaimonia Partners
Tennessee
$2M +$15.2K +334 +0.8%
CSIA
39
Conrad Siegel Investment Advisors
Pennsylvania
$1.99M +$159K +3,492 +9%
KAS
40
Kestra Advisory Services
Texas
$1.93M -$601K -13,186 -24%
HMS
41
Hanseatic Management Services
New Mexico
$1.93M +$55.3K +1,214 +3%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.85M +$44.5K +977 +2%
MWM
43
Maltin Wealth Management
New Jersey
$1.84M +$75.5K +1,656 +4%
Citadel Advisors
44
Citadel Advisors
Florida
$1.55M -$2.44M -53,530 -61%
LNC
45
Lincoln National Corp
Pennsylvania
$1.55M -$468K -10,271 -23%
ACA
46
Atlas Capital Advisors
Wyoming
$1.49M +$291K +6,386 +24%
NL
47
NWAM LLC
Washington
$1.46M -$12.5K -275 -0.9%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1.39M +$931K +20,422 +203%
SPC
49
Sigma Planning Corp
Michigan
$1.39M -$31.3K -686 -2%
MWM
50
Mascoma Wealth Management
New Hampshire
$1.34M +$44.6K +978 +3%
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