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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

182 hedge funds and large institutions have $694M invested in Fidelity MSCI Utilities Index ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
47
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$17.5M
2
AWM
2
AE Wealth Management
Kansas
$17.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.01M
4
RCYC
4
Richard C. Young & Co
Rhode Island
$3.38M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.74M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$389M
2
RA
2
Rational Advisors
New York
$21.8M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$8.15M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$35.2M
5
FSC
5
Full Sail Capital
Oklahoma
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
26
Monumental Financial Group
Maryland
$2.67M -$532K -13,022 -17%
BBL
27
Beck Bode LLC
Massachusetts
$2.39M -$106K -2,583 -4%
FA
28
Fortis Advisors
Pennsylvania
$2.38M -$877K -21,471 -27%
BFA
29
Beaumont Financial Advisors
Massachusetts
$2.37M +$1.35M +33,119 +133%
Wells Fargo
30
Wells Fargo
California
$1.96M +$1.11M +27,242 +131%
BFWA
31
Benchmark Financial Wealth Advisors
Florida
$1.77M +$1.77M +43,433 New
SPIA
32
Steward Partners Investment Advisory
New York
$1.65M +$61.3K +1,501 +4%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.59M -$191K -4,681 -11%
KAS
34
Kestra Advisory Services
Texas
$1.58M -$435K -10,650 -22%
NA
35
NewEdge Advisors
Louisiana
$1.57M +$123K +3,008 +9%
PAG
36
Private Advisor Group
New Jersey
$1.42M +$743K +18,183 +110%
MWM
37
Maltin Wealth Management
New Jersey
$1.41M -$449K -10,999 -24%
FSC
38
Full Sail Capital
Oklahoma
$1.39M -$6.35M -155,337 -82%
RJA
39
Raymond James & Associates
Florida
$1.35M +$121K +2,959 +10%
GGS
40
Galvin Gaustad & Stein
Arizona
$1.34M +$1.09M +26,687 +437%
FMN
41
Financial Management Network
California
$1.26M -$13.6K -327 -1%
JF
42
JSF Financial
California
$1.25M +$1.25M +30,708 New
NL
43
NWAM LLC
Washington
$1.23M -$325K -7,963 -21%
YWM
44
Yoder Wealth Management
California
$1.17M +$271K +6,628 +30%
Citadel Advisors
45
Citadel Advisors
Florida
$1.17M -$584K -14,293 -33%
AAS
46
Avantax Advisory Services
Texas
$1.1M +$1.1M +26,943 New
Renaissance Technologies
47
Renaissance Technologies
New York
$1.03M +$1.03M +25,200 New
UBS Group
48
UBS Group
Switzerland
$1.02M +$37.8K +924 +4%
LNC
49
Lincoln National Corp
Pennsylvania
$1.02M +$139K +3,408 +16%
Stifel Financial
50
Stifel Financial
Missouri
$998K +$233K +5,702 +30%
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