FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

150 hedge funds and large institutions have $444M invested in Fidelity MSCI Utilities Index ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
28
Increased
62
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.5M
2
RA
2
Rational Advisors
New York
$65.1M
3
KCM
3
Karp Capital Management
California
$5.72M
4
FFA
4
Fragasso Financial Advisors
Pennsylvania
$15.6M
5
Lido Advisors
5
Lido Advisors
California
$14.6M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$10.6M
2
Bank of America
2
Bank of America
North Carolina
$127M
3
KAS
3
Kestra Advisory Services
Texas
$2.58M
4
BCM
4
Brookstone Capital Management
Illinois
$15.5M
5
BCM
5
Beaumont Capital Management
Massachusetts
$6.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBA
76
Lowell Blake & Associates
Massachusetts
$386K +$5.74K +124 +2%
LA
77
Lynch & Associates
Indiana
$358K +$16.4K +353 +5%
EIP
78
Ellis Investment Partners
Pennsylvania
$339K +$1.9K +41 +0.6%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$316K +$55.5K +1,194 +21%
WA
80
WBH Advisory
Maryland
$307K +$11.6K +250 +4%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$301K +$12.2K +264 +4%
AWA
82
Arkadios Wealth Advisors
Georgia
$300K – – –
UBS Group
83
UBS Group
Switzerland
$298K -$346K -7,482 -54%
RCA
84
Reitz Capital Advisors
Michigan
$278K +$8.21K +200 +3%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$274K +$23.4K +505 +9%
PPA
86
Parametric Portfolio Associates
Washington
$266K +$266K +5,753 New
AAS
87
Ameritas Advisory Services
Nebraska
$259K +$259K +5,593 New
RCAG
88
Rehmann Capital Advisory Group
Michigan
$258K – – –
AIA
89
Acute Investment Advisory
Arizona
$254K +$254K +5,486 New
SAM
90
Sequent Asset Management
Texas
$250K -$11K -238 -4%
VC
91
Vicus Capital
Pennsylvania
$250K +$894 +20 +0.4%
FMN
92
Financial Management Network
California
$249K +$249K +5,435 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$244K -$48.4K -1,046 -17%
TRIA
94
Trail Ridge Investment Advisors
Colorado
$214K +$214K +4,629 New
PAS
95
Park Avenue Securities
New York
$211K +$211K +4,552 New
BWM
96
Birchcreek Wealth Management
Ohio
$209K +$209K +4,511 New
GWM
97
Geneos Wealth Management
Colorado
$203K +$40.1K +870 +25%
DBRC
98
D.B. Root & Company
Pennsylvania
$202K +$202K +4,377 New
T
99
TCWP
Ohio
$200K +$200K +4,319 New
BAM
100
Belpointe Asset Management
Nevada
$193K +$3.07K +66 +2%
2 3
4
5 6