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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

179 hedge funds and large institutions have $458M invested in Fidelity MSCI Utilities Index ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
69
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$21.6M
2
AWM
2
AE Wealth Management
Kansas
$22.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.65M
4
CW
4
Connectus Wealth
Ohio
$3.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$191M
2
RA
2
Rational Advisors
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$467
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.75M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$949K 22,364 -12,281 -35%
JIP
52
Jaffetilchin Investment Partners
Florida
$899K 21,190 -504 -2%
UBS Group
53
UBS Group
Switzerland
$868K 20,455 -4,483 -18%
ACA
54
Atlas Capital Advisors
Wyoming
$850K 20,049 +1,363 +7%
JWCA
55
J.W. Cole Advisors
Florida
$812K 19,145 -1,779 -9%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$802K 18,907 +1,211 +7%
BWA
57
Beam Wealth Advisors
Louisiana
$802K 18,901 +2,759 +17%
CWM
58
Cedar Wealth Management
California
$795K 18,731 +679 +4%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$777K 18,315 -2,775 -13%
SM
60
Sweeney & Michel
California
$755K 16,374 +16,374 New
CAN
61
Cetera Advisor Networks
California
$697K 16,424 -6,999 -30%
SS
62
Sunbelt Securities
Texas
$646K 15,238 -6,951 -31%
SCA
63
Snowden Capital Advisors
New York
$640K 15,088 +3,549 +31%
HI
64
Harbour Investments
Wisconsin
$631K 14,864 +1,162 +8%
GWM
65
GSB Wealth Management
Connecticut
$628K 14,812 +4,637 +46%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$607K 14,315 +842 +6%
CI
67
CX Institutional
Indiana
$591K 13,921 -6,531 -32%
SSWM
68
Smith Salley Wealth Management
North Carolina
$579K 13,656 -45 -0.3%
PJSIMP
69
P.J. Schmidt Investment Management (PJS)
Wisconsin
$569K 13,402 +1,215 +10%
IWC
70
Integrated Wealth Concepts
Massachusetts
$543K 12,805 +12,805 New
EA
71
Eudaimonia Advisors
Tennessee
$521K 12,287 +3,308 +37%
HCA
72
Heck Capital Advisors
Wisconsin
$511K 12,040 +107 +0.9%
DFG
73
Demars Financial Group
Washington
$509K 12,007 -1,774 -13%
CBFP
74
Cedar Brook Financial Partners
Ohio
$501K 11,819 +109 +0.9%
PWA
75
Prairie Wealth Advisors
Nebraska
$496K 11,694 +11,694 New
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3
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