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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

170 hedge funds and large institutions have $971M invested in Fidelity MSCI Utilities Index ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 25 closing their positions.

Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
59
Reduced
63
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$38.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.7M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5.69M
4
AWM
4
AE Wealth Management
Kansas
$10M
5
Jane Street
5
Jane Street
New York
$3.84M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$651M
2
RA
2
Rational Advisors
New York
$48.7M
3
Wells Fargo
3
Wells Fargo
California
$786K
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$18.1M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$911K -$134K -3,537 -13%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$910K +$19.3K +509 +2%
CIAS
53
Capital Investment Advisory Services
North Carolina
$905K -$8.84K -233 -1%
LA
54
Lifeworks Advisors
Michigan
$897K +$142K +3,753 +19%
JIP
55
Jaffetilchin Investment Partners
Florida
$855K +$7.74K +204 +0.9%
YWM
56
Yoder Wealth Management
California
$836K +$44.4K +1,170 +6%
LNC
57
Lincoln National Corp
Pennsylvania
$815K +$37.6K +992 +5%
Wells Fargo
58
Wells Fargo
California
$786K -$4.72M -124,544 -86%
SS
59
Sunbelt Securities
Texas
$733K -$26.3K -694 -3%
Stifel Financial
60
Stifel Financial
Missouri
$710K +$101K +2,660 +17%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$707K -$178K -4,698 -20%
BWA
62
Beam Wealth Advisors
Louisiana
$706K +$195K +5,133 +38%
SIA
63
Soltis Investment Advisors
Utah
$699K -$122K -3,221 -15%
ACA
64
Atlas Capital Advisors
Wyoming
$693K +$152K +4,019 +28%
CWM
65
Cedar Wealth Management
California
$689K +$158K +4,161 +30%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$638K -$59K -1,557 -8%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$631K +$98.8K +2,607 +19%
PAG
68
Private Advisor Group
New Jersey
$624K +$23K +607 +4%
CWM
69
CIBC World Markets
New York
$623K +$623K +16,428 New
RJFSA
70
Raymond James Financial Services Advisors
Florida
$603K -$14.4K -381 -2%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$598K +$211K +5,565 +55%
SM
72
Sweeney & Michel
California
$593K +$159K +4,085 +37%
SCA
73
Snowden Capital Advisors
New York
$575K -$11.2K -296 -2%
DAS
74
Dynamic Advisor Solutions
Arizona
$553K +$85.2K +2,247 +18%
SSWM
75
Smith Salley Wealth Management
North Carolina
$543K +$25.3K +668 +5%
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