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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

227 hedge funds and large institutions have $917M invested in Fidelity MSCI Utilities Index ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
41
Increased
92
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
$18.6M
2
EC
Estate Counselors
Wisconsin
$14.1M
3
Bank of America
Bank of America
North Carolina
$463M
4
GF
Gimbal Financial
Indiana
$8.88M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10.6M

Top Sellers

1
DFG
Demars Financial Group
Washington
$594K
2
Osaic Holdings
Osaic Holdings
Arizona
$20.2M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$8.54M
5
ASN
Advisory Services Network
Georgia
$289K
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
26
Traphagen Investment Advisors
New Jersey
$3.51M -$119K -2,253 -3%
SPIA
27
Steward Partners Investment Advisory
New York
$3.44M +$3.15M +59,967 +1,087%
MWM
28
Modern Wealth Management
Kansas
$3.43M +$21.7K +413 +0.6%
NA
29
NewEdge Advisors
Louisiana
$3.4M +$61K +1,159 +2%
WA
30
Waverly Advisors
Alabama
$3.26M +$62K +1,178 +2%
LIA
31
LifePlan Investment Advisors
North Carolina
$3.09M -$28.9K -549 -0.9%
BFA
32
Beaumont Financial Advisors
Massachusetts
$3.05M -$37.2K -708 -1%
GWM
33
GSB Wealth Management
Connecticut
$2.87M +$17.6K +335 +0.6%
SFS
34
Sowell Financial Services
Arkansas
$2.74M +$2.46M +46,810 +899%
SCA
35
Southern Capital Advisors
Tennessee
$2.65M +$25.5K +485 +1%
SQA
36
Simon Quick Advisors
New Jersey
$2.64M +$2.64M +50,219 New
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$2.63M +$2.63M +50,000 New
PWA
38
Primoris Wealth Advisors
Florida
$2.44M +$1.28M +24,350 +110%
MWM
39
Maltin Wealth Management
New Jersey
$2.44M +$94K +1,787 +4%
Wells Fargo
40
Wells Fargo
California
$2.4M +$266K +5,066 +12%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.37M +$292K +5,550 +14%
DAS
42
Dynamic Advisor Solutions
Arizona
$2.28M -$28.5K -542 -1%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.2M +$1.37M +26,088 +165%
YWM
44
Yoder Wealth Management
California
$2.19M +$109K +2,068 +5%
KWA
45
Kingswood Wealth Advisors
California
$2.17M +$44.2K +841 +2%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.87M +$124K +2,349 +7%
AIM
47
Archer Investment Management
Texas
$1.87M +$56.6K +1,076 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.86M +$31.8K +605 +2%
ACA
49
Atlas Capital Advisors
Wyoming
$1.79M -$218K -4,150 -11%
LA
50
Lifeworks Advisors
Michigan
$1.75M -$19.3K -367 -1%
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