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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

211 hedge funds and large institutions have $815M invested in Fidelity MSCI Utilities Index ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
71
Reduced
60
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$430M
2
ACA
2
Aptus Capital Advisors
Alabama
$13.2M
3
DFG
3
Demars Financial Group
Washington
$11.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.23M
5
LPL Financial
5
LPL Financial
California
$22.9M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$217K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.34M
3
GWA
3
GGM Wealth Advisors
Maryland
$0
4
RWP
4
RWA Wealth Partners
Massachusetts
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCYC
26
Richard C. Young & Co
Rhode Island
$3.8M -$7.75K -159 -0.2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.45M +$3.45M +70,826 New
KWA
28
Kingswood Wealth Advisors
California
$3.18M -$2.24M -45,939 -41%
Citadel Advisors
29
Citadel Advisors
Florida
$3.14M +$612K +12,540 +24%
MWM
30
Modern Wealth Management
Kansas
$3.09M +$3.09M +63,427 New
Raymond James Financial
31
Raymond James Financial
Florida
$2.98M +$2.98M +61,004 New
BFA
32
Beaumont Financial Advisors
Massachusetts
$2.97M +$383K +7,854 +15%
LIA
33
LifePlan Investment Advisors
North Carolina
$2.92M -$90.5K -1,856 -3%
NA
34
NewEdge Advisors
Louisiana
$2.64M +$809K +16,583 +44%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$2.6M +$2.6M +53,327 New
GWM
36
GSB Wealth Management
Connecticut
$2.52M +$20.7K +424 +0.8%
Ameriprise
37
Ameriprise
Minnesota
$2.47M +$53.7K +1,102 +2%
PWA
38
Primoris Wealth Advisors
Florida
$2.41M -$366K -7,500 -13%
CWM
39
Centric Wealth Management
Illinois
$2.22M +$2.22M +45,562 New
DAS
40
Dynamic Advisor Solutions
Arizona
$2.2M -$13.4K -274 -0.6%
AAS
41
Avantax Advisory Services
Texas
$2.1M -$36.1K -741 -2%
SCA
42
Southern Capital Advisors
Tennessee
$2.08M +$2.08M +42,670 New
Wells Fargo
43
Wells Fargo
California
$2.05M -$214K -4,378 -9%
MWM
44
Maltin Wealth Management
New Jersey
$2.03M +$16.1K +331 +0.8%
ACA
45
Atlas Capital Advisors
Wyoming
$2M -$240K -4,931 -11%
YWM
46
Yoder Wealth Management
California
$1.87M +$123K +2,512 +7%
AIM
47
Archer Investment Management
Texas
$1.78M +$1.78M +36,416 New
PPWP
48
Proquility Private Wealth Partners
Nevada
$1.76M -$68K -1,395 -4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.7M -$490K -10,045 -22%
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$1.67M +$26.8K +548 +2%
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