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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

195 hedge funds and large institutions have $617M invested in Fidelity MSCI Utilities Index ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+22
Holders Change %
+12.72%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
40
Increased
78
Reduced
47
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$241M
2
QAM
2
Q3 Asset Management
Michigan
$16.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.92M
4
KWA
4
Kingswood Wealth Advisors
California
$5.76M
5
AWM
5
AE Wealth Management
Kansas
$32.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$6.87M
2
FA
2
Fortis Advisors
Pennsylvania
$312K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
HAS
5
HBW Advisory Services
California
$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
26
RWA Wealth Partners
Massachusetts
$3.54M -$163K -3,141 -4%
AM
27
AGF Management
Ontario, Canada
$3.53M +$1.82M +35,211 +107%
UBS Group
28
UBS Group
Switzerland
$3.33M +$2.42M +46,730 +267%
LIA
29
LifePlan Investment Advisors
North Carolina
$3.2M -$282K -5,451 -8%
PWA
30
Primoris Wealth Advisors
Florida
$2.94M +$2.94M +56,875 New
WA
31
Win Advisors
Florida
$2.93M +$2.93M +56,508 New
BFA
32
Beaumont Financial Advisors
Massachusetts
$2.75M -$112K -2,160 -4%
Citadel Advisors
33
Citadel Advisors
Florida
$2.69M +$363K +6,997 +16%
GWM
34
GSB Wealth Management
Connecticut
$2.66M +$1.85M +35,623 +228%
Ameriprise
35
Ameriprise
Minnesota
$2.57M +$2.57M +49,464 New
Wells Fargo
36
Wells Fargo
California
$2.4M +$78.8K +1,521 +3%
ACA
37
Atlas Capital Advisors
Wyoming
$2.38M +$389K +7,501 +19%
DAS
38
Dynamic Advisor Solutions
Arizona
$2.35M +$56.5K +1,090 +2%
SSW
39
Smith Shellnut Wilson
Mississippi
$2.34M -$21K -405 -0.9%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$2.33M +$755K +14,579 +48%
AAS
41
Avantax Advisory Services
Texas
$2.27M +$945K +18,234 +71%
MWM
42
Maltin Wealth Management
New Jersey
$2.14M +$133K +2,566 +7%
CWM
43
Cedar Wealth Management
California
$2.05M -$29.6K -572 -1%
PAG
44
Private Advisor Group
New Jersey
$1.97M -$60K -1,158 -3%
PPWP
45
Proquility Private Wealth Partners
Nevada
$1.94M +$376K +7,257 +24%
NA
46
NewEdge Advisors
Louisiana
$1.94M -$33.2K -641 -2%
YWM
47
Yoder Wealth Management
California
$1.86M +$86.4K +1,667 +5%
OPS
48
Orion Portfolio Solutions
Nebraska
$1.75M -$68.5K -1,321 -4%
BCI
49
Brinker Capital Investments
Pennsylvania
$1.75M -$68.5K -1,321 -4%
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$1.75M -$3.95K -76 -0.2%
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