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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

79 hedge funds and large institutions have $233M invested in Fidelity MSCI Utilities Index ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+21
Holders Change %
+36.21%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
34
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.4M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$35.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.95M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.6M
5
KCM
Karp Capital Management
California
+$4.51M

Top Sellers

1
SCI
Stableford Capital II
Arizona
-$4.18M
2
Jane Street
Jane Street
New York
-$3.39M
3
SAM
Shamrock Asset Management
Texas
-$773K
4
TRCT
Tower Research Capital (TRC)
New York
-$607K
5
SFA
Sequoia Financial Advisors
Ohio
-$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
51
Jaffetilchin Investment Partners
Florida
$204K +$204K +5,851 New
AP
52
Advisors Preferred
Maryland
$172K +$172K +4,918 New
MSA
53
Marino Stram & Associates
Massachusetts
$139K +$32.6K +936 +31%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$139K +$38.1K +1,097 +38%
BAM
55
Belpointe Asset Management
Nevada
$119K – – –
CH
56
Canton Hathaway
Rhode Island
$116K +$14.1K +402 +14%
GWM
57
Geneos Wealth Management
Colorado
$93K – – –
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$84.6K +$80.8K +2,317 +2,126%
FNC
59
First National Corp
Massachusetts
$76K +$76K +2,174 New
UBS Group
60
UBS Group
Switzerland
$69K +$13.1K +376 +23%
LC
61
Lindbrook Capital
California
$49K +$49K +1,411 New
IWMA
62
Ironwood Wealth Management (Arizona)
Arizona
$48K -$2.82K -81 -6%
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$20K +575 +91%
GEA
64
Glen Eagle Advisors
New Jersey
$41.5K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$39K +$39K +1,121 New
CFGS
66
Concourse Financial Group Securities
Alabama
$26K -$20.1K -581 -44%
NFG
67
Next Financial Group
Texas
$26K +$26K +753 New
CAC
68
Certified Advisory Corp
Florida
$25K – – –
RFA
69
Reilly Financial Advisors
California
$21K +$21K +600 New
AWM
70
Aevitas Wealth Management
Massachusetts
$17K +$139 +4 +0.8%
RWA
71
River Wealth Advisors
Pennsylvania
$16K +$879 +26 +6%
APA
72
American Portfolios Advisors
New York
$4.88K +$4.88K +140 New
WAM
73
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
OIA
74
OneDigital Investment Advisors
Kansas
$3K +$3K +95 New
AIL
75
AGF Investments LLC
Ontario, Canada
$2K – – –
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