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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

167 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Utilities Index ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
167
Holders Change
-8
Holders Change %
-4.57%
% of All Funds
2.67%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
18
Increased
51
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Rational Advisors
New York
$70.2M
2
Bank of America
2
Bank of America
North Carolina
$977M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$22.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.58M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$1.12K
5
SCI
5
Stableford Capital II
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.09M 24,908 +18,885 +314%
CIAS
52
Capital Investment Advisory Services
North Carolina
$1.07M 24,447 -62 -0.3%
EA
53
Eudaimonia Advisors
Tennessee
$1.02M 23,349 -20,612 -47%
SIA
54
Soltis Investment Advisors
Utah
$1M 22,822 -57,232 -71%
JIP
55
Jaffetilchin Investment Partners
Florida
$973K 22,193 +181 +0.8%
TCM
56
Traynor Capital Management
Pennsylvania
$940K 21,452 +1,651 +8%
TRCT
57
Tower Research Capital (TRC)
New York
$934K 21,317 +4,770 +29%
YWM
58
Yoder Wealth Management
California
$872K 19,889 +19,889 New
SS
59
Sunbelt Securities
Texas
$867K 19,960 -34 -0.2%
Wells Fargo
60
Wells Fargo
California
$865K 19,729 -4,570 -19%
NA
61
NewEdge Advisors
Louisiana
$859K 19,435 -29,947 -61%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$842K 19,212 -11,287 -37%
LA
63
Lifeworks Advisors
Michigan
$840K 19,174 -1,619 -8%
EP
64
Eudaimonia Partners
Tennessee
$793K 18,086 -25,698 -59%
ACA
65
Atlas Capital Advisors
Wyoming
$731K 16,684 -16,110 -49%
Stifel Financial
66
Stifel Financial
Missouri
$726K 16,556 -435 -3%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$725K 16,547 -749 -4%
LNC
68
Lincoln National Corp
Pennsylvania
$719K 16,415 -17,486 -52%
APW
69
Aurora Private Wealth
New Jersey
$694K 15,836 -1,645 -9%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$694K 15,833 -37,964 -71%
RJA
71
Raymond James & Associates
Florida
$685K 15,621 -2,033 -12%
CAN
72
Cetera Advisor Networks
California
$662K 15,109 -7,042 -32%
PJSIMP
73
P.J. Schmidt Investment Management (PJS)
Wisconsin
$644K 14,451 +1,320 +10%
SCA
74
Snowden Capital Advisors
New York
$643K 14,674 +199 +1%
BWA
75
Beam Wealth Advisors
Louisiana
$617K 14,091 -86 -0.6%
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