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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

172 hedge funds and large institutions have $879M invested in Fidelity MSCI Utilities Index ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 27 closing their positions.

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
54
Reduced
48
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$616M
2
HAS
2
HBW Advisory Services
California
$5.33M
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$4.05M
4
BBL
4
Beck Bode LLC
Massachusetts
$4.11M
5
SIA
5
Soltis Investment Advisors
Utah
$3.44M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.12M
3
BCM
3
Beaumont Capital Management
Massachusetts
$0
4
RWP
4
RWA Wealth Partners
Massachusetts
$0
5
Lido Advisors
5
Lido Advisors
California
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
76
Stone House Investment Management
Pennsylvania
$473K +$43.4K +961 +10%
RJA
77
Raymond James & Associates
Florida
$469K +$16.1K +356 +4%
PJSIMP
78
P.J. Schmidt Investment Management (PJS)
Wisconsin
$466K +$466K +9,516 New
AWM
79
Accel Wealth Management
Iowa
$440K +$9.71K +216 +2%
William Blair & Company
80
William Blair & Company
Illinois
$430K -$15.8K -349 -4%
FIM
81
Freedom Investment Management
Connecticut
$426K +$426K +9,432 New
MA
82
Mutual Advisors
Nebraska
$417K +$2.71K +60 +0.7%
OPS
83
Orion Portfolio Solutions
Nebraska
$412K +$412K +9,119 New
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$396K -$12.7K -282 -3%
TRIA
85
Trail Ridge Investment Advisors
Colorado
$396K +$7.63K +169 +2%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$395K +$155K +3,440 +65%
LBA
87
Lowell Blake & Associates
Massachusetts
$376K – – –
AAS
88
Ameritas Advisory Services
Nebraska
$370K -$856 -19 -0.2%
CWM
89
Cedar Wealth Management
California
$366K -$202K -4,469 -36%
FMN
90
Financial Management Network
California
$366K +$115K +2,475 +46%
LA
91
Lynch & Associates
Indiana
$354K +$1.31K +29 +0.4%
EAM
92
Empirical Asset Management
Massachusetts
$351K -$197K -4,359 -36%
EIP
93
Ellis Investment Partners
Pennsylvania
$343K +$1.85K +41 +0.5%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$335K +$97.4K +2,159 +41%
AWM
95
Axxcess Wealth Management
California
$334K +$334K +7,395 New
AAS
96
Avantax Advisory Services
Texas
$333K -$64.1K -1,421 -16%
KWM
97
KerberRose Wealth Management
Wisconsin
$330K +$330K +7,314 New
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$327K +$15K +332 +5%
PAS
99
Park Avenue Securities
New York
$324K -$93.1K -2,061 -22%
WA
100
WBH Advisory
Maryland
$312K -$12.5K -277 -4%
2 3
4
5 6