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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

173 hedge funds and large institutions have $460M invested in Fidelity MSCI Utilities Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
60
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$12.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.06M
3
QAM
3
Q3 Asset Management
Michigan
$5.09M
4
RWP
4
RWA Wealth Partners
Massachusetts
$3.14M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.51M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$9M
2
Bank of America
2
Bank of America
North Carolina
$190M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.69M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
26
Beaumont Financial Advisors
Massachusetts
$2.42M -$9.41K -214 -0.4%
SSW
27
Smith Shellnut Wilson
Mississippi
$2M +$1.74M +39,655 +670%
Citadel Advisors
28
Citadel Advisors
Florida
$1.97M -$232K -5,286 -11%
Wells Fargo
29
Wells Fargo
California
$1.97M -$37.3K -849 -2%
DAS
30
Dynamic Advisor Solutions
Arizona
$1.95M -$1.45M -32,889 -43%
BBL
31
Beck Bode LLC
Massachusetts
$1.78M -$497K -11,310 -22%
CWM
32
Cedar Wealth Management
California
$1.76M +$940K +21,387 +114%
PAG
33
Private Advisor Group
New Jersey
$1.72M +$735K +16,725 +75%
MWM
34
Maltin Wealth Management
New Jersey
$1.7M +$66.1K +1,504 +4%
Goldman Sachs
35
Goldman Sachs
New York
$1.69M -$7.27M -165,487 -81%
ACA
36
Atlas Capital Advisors
Wyoming
$1.69M +$810K +18,422 +92%
NA
37
NewEdge Advisors
Louisiana
$1.68M -$68.8K -1,566 -4%
FSC
38
Full Sail Capital
Oklahoma
$1.57M -$19.8K -450 -1%
HAS
39
HBW Advisory Services
California
$1.57M +$1.57M +35,721 New
OPS
40
Orion Portfolio Solutions
Nebraska
$1.54M +$1.54M +35,145 New
BCI
41
Brinker Capital Investments
Pennsylvania
$1.54M +$1.54M +35,145 New
YWM
42
Yoder Wealth Management
California
$1.5M +$74.3K +1,690 +5%
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$1.49M +$1.49M +33,788 New
AM
44
AGF Management
Ontario, Canada
$1.44M +$224K +5,093 +18%
AWS
45
Atria Wealth Solutions
New York
$1.39M +$321K +7,312 +30%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.34M -$119K -2,696 -8%
PPWP
47
Proquility Private Wealth Partners
Nevada
$1.33M +$26K +591 +2%
RJA
48
Raymond James & Associates
Florida
$1.33M -$355K -8,070 -21%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.19M -$477K -10,862 -29%
FMN
50
Financial Management Network
California
$1.15M -$29.1K -659 -2%
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