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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

175 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Utilities Index ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
70
Reduced
45
Closed
27
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
GWA
Gibson Wealth Advisors
Texas
$56.7M
2
Bank of America
Bank of America
North Carolina
$951M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.4M
4
Morgan Stanley
Morgan Stanley
New York
$14.4M
5
Ameriprise
Ameriprise
Minnesota
$3.3M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$2.23M
2
VC
Vicus Capital
Pennsylvania
$0
3
QAM
Q3 Asset Management
Michigan
$925K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.9M
5
Citadel Advisors
Citadel Advisors
Florida
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$1.34M +$409K +8,974 +44%
AWS
52
Atria Wealth Solutions
New York
$1.28M -$820 -18 -0.1%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$1.21M +$112K +2,452 +10%
VCM
54
Virtue Capital Management
Tennessee
$1.19M -$230K -5,038 -16%
JWCA
55
J.W. Cole Advisors
Florida
$1.19M +$231K +5,076 +24%
CIAS
56
Capital Investment Advisory Services
North Carolina
$1.12M +$5.56K +122 +0.5%
Wells Fargo
57
Wells Fargo
California
$1.11M +$413K +9,056 +59%
CAN
58
Cetera Advisor Networks
California
$1.01M +$353K +7,749 +54%
JIP
59
Jaffetilchin Investment Partners
Florida
$1M +$21K +460 +2%
GWM
60
GSB Wealth Management
Connecticut
$998K +$37.4K +820 +4%
LA
61
Lifeworks Advisors
Michigan
$948K +$6.88K +151 +0.7%
QAM
62
Q3 Asset Management
Michigan
$925K -$9.01M -197,876 -91%
SS
63
Sunbelt Securities
Texas
$911K -$1.82K -40 -0.2%
TCM
64
Traynor Capital Management
Pennsylvania
$903K +$903K +19,801 New
RJA
65
Raymond James & Associates
Florida
$805K -$25.2K -552 -3%
APW
66
Aurora Private Wealth
New Jersey
$797K +$4.83K +106 +0.6%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$788K -$4.15K -91 -0.5%
Stifel Financial
68
Stifel Financial
Missouri
$775K +$202K +4,421 +35%
TRCT
69
Tower Research Capital (TRC)
New York
$755K +$317K +6,956 +73%
FMN
70
Financial Management Network
California
$716K -$15.3K -332 -2%
KWM
71
Kingsview Wealth Management
Oregon
$678K -$80.1K -1,758 -11%
FFA
72
Fragasso Financial Advisors
Pennsylvania
$671K -$424K -9,310 -39%
SCA
73
Snowden Capital Advisors
New York
$660K -$66.5K -1,459 -9%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$656K +$656K +14,372 New
BWA
75
Beam Wealth Advisors
Louisiana
$646K +$8.11K +178 +1%
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