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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

173 hedge funds and large institutions have $460M invested in Fidelity MSCI Utilities Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 23 closing their positions.

Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
60
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$12.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.06M
3
QAM
3
Q3 Asset Management
Michigan
$5.09M
4
RWP
4
RWA Wealth Partners
Massachusetts
$3.14M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.51M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$9M
2
Bank of America
2
Bank of America
North Carolina
$190M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.69M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$1.13M -$60.4K -1,375 -5%
CIAS
52
Capital Investment Advisory Services
North Carolina
$1.09M +$93K +2,115 +9%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$980K +$149K +3,390 +18%
JIP
54
Jaffetilchin Investment Partners
Florida
$939K +$7.17K +163 +0.8%
JWCA
55
J.W. Cole Advisors
Florida
$878K +$36.3K +826 +4%
SPC
56
Sigma Planning Corp
Michigan
$851K -$440K -10,004 -34%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$840K -$162K -3,687 -16%
Jane Street
58
Jane Street
New York
$831K -$1.05M -23,823 -56%
VWM
59
VCI Wealth Management
Missouri
$818K +$585K +13,301 +251%
BWA
60
Beam Wealth Advisors
Louisiana
$795K -$36.2K -823 -4%
UBS Group
61
UBS Group
Switzerland
$770K -$129K -2,939 -14%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$765K -$40.5K -921 -5%
SM
63
Sweeney & Michel
California
$729K +$3.24K +73 +0.4%
GWM
64
GSB Wealth Management
Connecticut
$686K +$35.2K +800 +5%
HI
65
Harbour Investments
Wisconsin
$675K +$22K +501 +3%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$665K +$331K +7,525 +99%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$665K +$35.3K +802 +6%
SCA
68
Snowden Capital Advisors
New York
$661K -$2.11K -48 -0.3%
SS
69
Sunbelt Securities
Texas
$622K -$47.8K -1,087 -7%
CI
70
CX Institutional
Indiana
$606K -$5.58K -127 -0.9%
GGS
71
Galvin Gaustad & Stein
Arizona
$606K -$548K -12,462 -47%
SSWM
72
Smith Salley Wealth Management
North Carolina
$605K +$5.14K +117 +0.9%
PWA
73
Prairie Wealth Advisors
Nebraska
$602K +$88.4K +2,010 +17%
CVA
74
Central Valley Advisors
California
$579K +$579K +8 New
PJSIMP
75
P.J. Schmidt Investment Management (PJS)
Wisconsin
$571K -$18.3K -417 -3%
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3
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