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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

175 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Utilities Index ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
70
Reduced
45
Closed
27
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
GWA
Gibson Wealth Advisors
Texas
$56.7M
2
Bank of America
Bank of America
North Carolina
$951M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.4M
4
Morgan Stanley
Morgan Stanley
New York
$14.4M
5
Ameriprise
Ameriprise
Minnesota
$3.3M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$2.23M
2
VC
Vicus Capital
Pennsylvania
$0
3
QAM
Q3 Asset Management
Michigan
$925K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.9M
5
Citadel Advisors
Citadel Advisors
Florida
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWP
76
Proquility Private Wealth Partners
Nevada
$629K -$183K -4,014 -23%
TRIA
77
Trail Ridge Investment Advisors
Colorado
$620K +$105K +2,299 +20%
PJSIMP
78
P.J. Schmidt Investment Management (PJS)
Wisconsin
$599K +$99.6K +2,186 +20%
SSWM
79
Smith Salley Wealth Management
North Carolina
$586K -$16.1K -354 -3%
AAS
80
Ameritas Advisory Services
Nebraska
$581K +$211K +4,620 +57%
BA
81
Ballew Advisors
Mississippi
$565K +$12.8K +276 +2%
ECM
82
Exchange Capital Management
Michigan
$526K -$18K -396 -3%
CBFP
83
Cedar Brook Financial Partners
Ohio
$525K +$8.25K +181 +2%
CWM
84
Cedar Wealth Management
California
$520K -$96.5K -2,118 -16%
Goldman Sachs
85
Goldman Sachs
New York
$495K +$495K +10,859 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$486K -$245K -5,385 -34%
FNC
87
First National Corp
Massachusetts
$481K +$481K +10,544 New
Financial Engines Advisors
88
Financial Engines Advisors
California
$478K – – –
WIA
89
World Investment Advisors
California
$471K +$471K +10,325 New
CFD
90
Creative Financial Designs
Indiana
$462K +$76.9K +1,688 +20%
AWM
91
Accel Wealth Management
Iowa
$450K +$1.69K +37 +0.4%
William Blair & Company
92
William Blair & Company
Illinois
$421K -$12.5K -275 -3%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$419K -$11.9K -262 -3%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$417K -$1.13M -24,830 -73%
EFS
95
Essex Financial Services
Connecticut
$410K -$487K -10,692 -54%
LA
96
Lynch & Associates
Indiana
$406K +$24.8K +544 +7%
GJIA
97
Glass Jacobson Investment Advisors
Maryland
$392K +$392K +8,608 New
LBA
98
Lowell Blake & Associates
Massachusetts
$380K – – –
Mariner
99
Mariner
Kansas
$379K +$163K +3,577 +75%
PAS
100
Park Avenue Securities
New York
$363K +$41.9K +919 +13%
2 3
4
5 6