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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

138 hedge funds and large institutions have $356M invested in Fidelity MSCI Utilities Index ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-9
Holders Change %
-6.12%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
64
Reduced
37
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$40.1M
2
RA
2
Rational Advisors
New York
$9.7M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
KAS
4
Kestra Advisory Services
Texas
$6.87M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$9.21M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$611K
2
MFM
2
Mirsky Financial Management
New York
$3.12M
3
EC
3
Estate Counselors
Wisconsin
$10.1M
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$0
5
MFG
5
Monumental Financial Group
Maryland
$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
76
Lynch & Associates
Indiana
$302K +$37.5K +914 +14%
RJA
77
Raymond James & Associates
Florida
$296K +$93K +2,265 +46%
EIP
78
Ellis Investment Partners
Pennsylvania
$293K +$26.4K +644 +10%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$285K -$221K -5,379 -44%
RCA
80
Reitz Capital Advisors
Michigan
$278K +$278K +6,775 New
WA
81
WBH Advisory
Maryland
$270K +$20.3K +480 +8%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$256K +$256K +6,232 New
GGS
83
Galvin Gaustad & Stein
Arizona
$249K +$7.13K +174 +3%
VC
84
Vicus Capital
Pennsylvania
$232K +$12.6K +308 +6%
SAM
85
Sequent Asset Management
Texas
$231K +$231K +5,636 New
KFS
86
Kelly Financial Services
Massachusetts
$227K +$221K +9,087 +4,003%
LNC
87
Lincoln National Corp
Pennsylvania
$219K -$22.2K -544 -9%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$219K -$15.1K -368 -6%
BAM
89
Belpointe Asset Management
Nevada
$174K +$19.8K +482 +13%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$114K +$19.9K +485 +21%
DI
91
Disciplined Investments
Oklahoma
$103K +$103K +2,500 New
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$96K -$1.51M -36,397 -94%
HI
93
Harbour Investments
Wisconsin
$90K -$5.11K -125 -5%
CH
94
Canton Hathaway
Rhode Island
$86K +$86K +2,100 New
GWM
95
Geneos Wealth Management
Colorado
$85K +$63.1K +1,525 +288%
CFD
96
Creative Financial Designs
Indiana
$78K – – –
CAAS
97
Capital Asset Advisory Services
Michigan
$77K +$3.18K +77 +4%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$76K +$71.6K +1,750 +1,636%
GEA
99
Glen Eagle Advisors
New Jersey
$71.8K – – –
COCM
100
Charter Oak Capital Management
New Hampshire
$69K +$368 +9 +0.5%
2 3
4
5 6