FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

195 hedge funds and large institutions have $617M invested in Fidelity MSCI Utilities Index ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 47 reducing their positions, and 17 closing their positions.

Holders
195
Holders Change
+22
Holders Change %
+12.72%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
40
Increased
78
Reduced
47
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$241M
2
QAM
2
Q3 Asset Management
Michigan
$16.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.92M
4
KWA
4
Kingswood Wealth Advisors
California
$5.76M
5
AWM
5
AE Wealth Management
Kansas
$32.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$6.87M
2
FA
2
Fortis Advisors
Pennsylvania
$312K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
HAS
5
HBW Advisory Services
California
$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
51
Full Sail Capital
Oklahoma
$1.7M -$156K -3,001 -8%
RJA
52
Raymond James & Associates
Florida
$1.64M +$80.4K +1,551 +5%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.63M +$226K +4,372 +16%
BBP
54
Banco BTG Pactual
Brazil
$1.58M +$1.58M +30,496 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$1.5M +$340K +6,567 +29%
GM
56
GeoWealth Management
Illinois
$1.47M +$1.47M +28,382 New
BBL
57
Beck Bode LLC
Massachusetts
$1.39M -$706K -13,618 -34%
CIAS
58
Capital Investment Advisory Services
North Carolina
$1.32M +$29.4K +568 +2%
SPC
59
Sigma Planning Corp
Michigan
$1.24M +$239K +4,614 +24%
DADC
60
D.A. Davidson & Co
Montana
$1.19M +$1.19M +23,018 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
$1.13M +$345K +6,667 +44%
JIP
62
Jaffetilchin Investment Partners
Florida
$1.11M +$6.48K +125 +0.6%
FMN
63
Financial Management Network
California
$1.05M -$308K -5,920 -23%
NL
64
NWAM LLC
Washington
$1.05M +$1.05M +20,256 New
Stifel Financial
65
Stifel Financial
Missouri
$1.05M +$517K +9,985 +98%
JWCA
66
J.W. Cole Advisors
Florida
$1.04M +$2.28K +44 +0.2%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$996K +$996K +19,227 New
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$961K +$52K +996 +6%
BWA
69
Beam Wealth Advisors
Louisiana
$956K +$19.4K +374 +2%
AWS
70
Atria Wealth Solutions
New York
$955K -$686K -13,235 -42%
SS
71
Sunbelt Securities
Texas
$902K +$169K +3,265 +23%
AAS
72
Ameritas Advisory Services
Nebraska
$833K +$223K +4,303 +37%
HI
73
Harbour Investments
Wisconsin
$826K +$29.8K +575 +4%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$816K -$174K -3,353 -18%
BOSSRA
75
B.O.S.S. Retirement Advisors
Utah
$815K +$159K +3,074 +24%
1 2
3
4 5