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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

207 hedge funds and large institutions have $855M invested in Fidelity MSCI Utilities Index ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
69
Reduced
74
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$29.5M
2
AWM
2
AE Wealth Management
Kansas
$44.4M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$4.25M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.3M
5
LPL Financial
5
LPL Financial
California
$27.5M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$879
2
Bank of America
2
Bank of America
North Carolina
$439M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$5.65M
4
UBS Group
4
UBS Group
Switzerland
$3.49M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$806K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCYC
26
Richard C. Young & Co
Rhode Island
$3.81M -$161K -3,164 -4%
Ameriprise
27
Ameriprise
Minnesota
$3.78M +$1.2M +23,618 +47%
TIA
28
Traphagen Investment Advisors
New Jersey
$3.52M -$1.08M -21,270 -24%
UBS Group
29
UBS Group
Switzerland
$3.49M -$3.26M -63,985 -48%
MWM
30
Modern Wealth Management
Kansas
$3.3M +$69.3K +1,360 +2%
NA
31
NewEdge Advisors
Louisiana
$3.23M +$480K +9,414 +17%
GWA
32
GGM Wealth Advisors
Maryland
$3.12M +$3.12M +61,444 New
WA
33
Waverly Advisors
Alabama
$3.09M +$3.09M +60,722 New
LIA
34
LifePlan Investment Advisors
North Carolina
$3.02M -$35.7K -700 -1%
BFA
35
Beaumont Financial Advisors
Massachusetts
$2.99M -$107K -2,106 -3%
GWM
36
GSB Wealth Management
Connecticut
$2.77M +$135K +2,642 +5%
CWM
37
Centric Wealth Management
Illinois
$2.76M +$436K +8,555 +19%
SCA
38
Southern Capital Advisors
Tennessee
$2.54M +$366K +7,189 +17%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$2.52M +$777K +15,248 +45%
PPWP
40
Proquility Private Wealth Partners
Nevada
$2.48M +$643K +12,623 +35%
MWM
41
Maltin Wealth Management
New Jersey
$2.27M +$154K +3,013 +7%
DAS
42
Dynamic Advisor Solutions
Arizona
$2.24M -$60.6K -1,190 -3%
Wells Fargo
43
Wells Fargo
California
$2.07M -$71.2K -1,398 -3%
KWA
44
Kingswood Wealth Advisors
California
$2.06M -$1.26M -24,715 -38%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.02M +$238K +4,679 +13%
YWM
46
Yoder Wealth Management
California
$2.02M +$62.4K +1,225 +3%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.96M +$417K +8,189 +27%
ACA
48
Atlas Capital Advisors
Wyoming
$1.95M -$145K -2,850 -7%
AAS
49
Avantax Advisory Services
Texas
$1.9M -$294K -5,777 -13%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.77M +$42.5K +834 +2%
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