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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

164 hedge funds and large institutions have $443M invested in Fidelity MSCI Utilities Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 17 closing their positions.

Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
70
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$156M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.9M
4
RWP
4
RWA Wealth Partners
Massachusetts
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.7M

Top Sellers

1
RA
1
Rational Advisors
New York
$0
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.25K
4
BCM
4
Brookstone Capital Management
Illinois
$10.3M
5
KCM
5
Karp Capital Management
California
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$473K -$9.73K -203 -2%
SFG
77
Sowa Financial Group
Rhode Island
$469K – – –
AWM
78
Accel Wealth Management
Iowa
$465K +$1.89K +39 +0.4%
SHIM
79
Stone House Investment Management
Pennsylvania
$456K +$456K +9,515 New
PAS
80
Park Avenue Securities
New York
$443K +$225K +4,685 +103%
MA
81
Mutual Advisors
Nebraska
$440K +$3.64K +76 +0.8%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$434K -$48.5K -1,012 -10%
AAS
83
Avantax Advisory Services
Texas
$421K +$421K +8,803 New
TRIA
84
Trail Ridge Investment Advisors
Colorado
$412K +$190K +3,970 +86%
LBA
85
Lowell Blake & Associates
Massachusetts
$400K – – –
AAS
86
Ameritas Advisory Services
Nebraska
$394K +$126K +2,635 +47%
LA
87
Lynch & Associates
Indiana
$375K +$5.08K +106 +1%
PPA
88
Parametric Portfolio Associates
Washington
$370K +$94.6K +1,977 +34%
EIP
89
Ellis Investment Partners
Pennsylvania
$362K +$11.7K +244 +3%
WA
90
WBH Advisory
Maryland
$339K +$26.7K +567 +9%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$331K +$19.8K +413 +6%
EFS
92
Essex Financial Services
Connecticut
$319K +$319K +6,666 New
LSA
93
Lansing Street Advisors
Pennsylvania
$304K +$304K +6,146 New
WWM
94
Western Wealth Management
Colorado
$304K +$304K +6,332 New
GCWM
95
Graham Capital Wealth Management
District of Columbia
$296K -$1.1M -22,935 -79%
RCA
96
Reitz Capital Advisors
Michigan
$279K -$45.5K -950 -14%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$267K +$48 +1 +0%
FMN
98
Financial Management Network
California
$262K – – –
VC
99
Vicus Capital
Pennsylvania
$260K -$8.2K -171 -3%
SAM
100
Sequent Asset Management
Texas
$259K – – –
2 3
4
5 6