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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

167 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Utilities Index ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
167
Holders Change
-8
Holders Change %
-4.57%
% of All Funds
2.67%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
18
Increased
51
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Rational Advisors
New York
$70.2M
2
Bank of America
2
Bank of America
North Carolina
$977M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$22.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.58M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$1.12K
5
SCI
5
Stableford Capital II
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Cedar Wealth Management
California
$615K 14,024 +2,618 +23%
FFA
77
Fragasso Financial Advisors
Pennsylvania
$580K 13,239 -1,482 -10%
SSWM
78
Smith Salley Wealth Management
North Carolina
$569K 12,977 +119 +0.9%
CI
79
CX Institutional
Indiana
$564K 12,914 +12,914 New
PAG
80
Private Advisor Group
New Jersey
$562K 12,828 +32 +0.3%
KWM
81
Kingsview Wealth Management
Oregon
$555K 12,673 -2,193 -15%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$530K 12,089 +2,889 +31%
DAS
83
Dynamic Advisor Solutions
Arizona
$510K 11,641 +6,696 +135%
CBFP
84
Cedar Brook Financial Partners
Ohio
$509K 11,620 +99 +0.9%
ECM
85
Exchange Capital Management
Michigan
$499K 11,386 -165 -1%
BA
86
Ballew Advisors
Mississippi
$496K 11,868 -277 -2%
Financial Engines Advisors
87
Financial Engines Advisors
California
$488K 11,127 +634 +6%
SM
88
Sweeney & Michel
California
$469K 11,069 +11,069 New
FNC
89
First National Corp
Massachusetts
$467K 10,646 +102 +1%
CFD
90
Creative Financial Designs
Indiana
$466K 10,629 +504 +5%
AWM
91
Accel Wealth Management
Iowa
$428K 9,765 -102 -1%
AAS
92
Ameritas Advisory Services
Nebraska
$427K 9,666 -3,088 -24%
TRIA
93
Trail Ridge Investment Advisors
Colorado
$415K 9,463 -4,144 -30%
William Blair & Company
94
William Blair & Company
Illinois
$400K 9,128 -118 -1%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$377K 8,590 -2,083 -20%
LA
96
Lynch & Associates
Indiana
$370K 8,443 -468 -5%
LBA
97
Lowell Blake & Associates
Massachusetts
$366K 8,342 – –
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$360K 8,226 -18,262 -69%
EIP
99
Ellis Investment Partners
Pennsylvania
$333K 7,605 +52 +0.7%
HI
100
Harbour Investments
Wisconsin
$326K 7,441 +2,252 +43%
2 3
4
5 6