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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

150 hedge funds and large institutions have $444M invested in Fidelity MSCI Utilities Index ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
28
Increased
62
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.5M
2
RA
2
Rational Advisors
New York
$65.1M
3
KCM
3
Karp Capital Management
California
$5.72M
4
FFA
4
Fragasso Financial Advisors
Pennsylvania
$15.6M
5
Lido Advisors
5
Lido Advisors
California
$14.6M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$10.6M
2
Bank of America
2
Bank of America
North Carolina
$127M
3
KAS
3
Kestra Advisory Services
Texas
$2.58M
4
BCM
4
Brookstone Capital Management
Illinois
$15.5M
5
BCM
5
Beaumont Capital Management
Massachusetts
$6.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
51
Atlas Capital Advisors
Wyoming
$730K +$170K +3,674 +30%
JIP
52
Jaffetilchin Investment Partners
Florida
$717K +$75.7K +1,635 +12%
BWA
53
Beam Wealth Advisors
Louisiana
$710K +$26.8K +579 +4%
KWM
54
Kingsview Wealth Management
Oregon
$701K +$7.09K +153 +1%
SCA
55
Snowden Capital Advisors
New York
$674K -$28.8K -622 -4%
SSWM
56
Smith Salley Wealth Management
North Carolina
$640K +$38.8K +837 +6%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$625K -$4.08K -88 -0.6%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$596K +$509K +11,001 +587%
ECM
59
Exchange Capital Management
Michigan
$593K -$46.3K -999 -7%
PG
60
Prostatis Group
Maryland
$573K -$210K -4,528 -27%
VR
61
Viridian RIA
Washington
$552K +$552K +11,914 New
CAN
62
Cetera Advisor Networks
California
$549K -$194K -4,198 -26%
EA
63
Eudaimonia Advisors
Tennessee
$544K +$544K +11,748 New
BA
64
Ballew Advisors
Mississippi
$536K +$3.01K +67 +0.6%
BBL
65
Beck Bode LLC
Massachusetts
$533K – – –
CBFP
66
Cedar Brook Financial Partners
Ohio
$515K +$3.43K +74 +0.7%
SS
67
Sunbelt Securities
Texas
$511K -$172K -3,907 -25%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$506K +$506K +10,924 New
Wells Fargo
69
Wells Fargo
California
$490K +$18.6K +401 +4%
RJA
70
Raymond James & Associates
Florida
$473K +$61.1K +1,318 +15%
William Blair & Company
71
William Blair & Company
Illinois
$467K -$105K -2,267 -18%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$466K +$32.1K +694 +7%
SFG
73
Sowa Financial Group
Rhode Island
$453K – – –
AWM
74
Accel Wealth Management
Iowa
$442K +$318K +6,851 +255%
MA
75
Mutual Advisors
Nebraska
$422K +$15.8K +342 +4%
1 2
3
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