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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

175 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Utilities Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+8
Holders Change %
+4.79%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
25
Increased
60
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.14M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$25.1M
3
SCI
3
Stableford Capital II
Arizona
$2.77M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.53M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$896M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$1.49M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$628K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17M
5
EC
5
Estate Counselors
Wisconsin
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
76
Smith Salley Wealth Management
North Carolina
$577K +$28.7K +678 +5%
AFA
77
Atlas Financial Advisors
California
$575K -$1.76M -41,620 -75%
BWA
78
Beam Wealth Advisors
Louisiana
$570K -$25.7K -607 -4%
TRCT
79
Tower Research Capital (TRC)
New York
$565K -$336K -7,957 -37%
FFA
80
Fragasso Financial Advisors
Pennsylvania
$530K -$29.4K -695 -5%
DAS
81
Dynamic Advisor Solutions
Arizona
$522K +$29.5K +698 +6%
BA
82
Ballew Advisors
Mississippi
$505K – – –
AT
83
American Trust
Kentucky
$502K +$502K +11,169 New
FNC
84
First National Corp
Massachusetts
$501K +$50.9K +1,205 +11%
CBFP
85
Cedar Brook Financial Partners
Ohio
$495K +$3.64K +86 +0.7%
GWM
86
GSB Wealth Management
Connecticut
$477K -$833K -19,702 -64%
Financial Engines Advisors
87
Financial Engines Advisors
California
$470K – – –
ECM
88
Exchange Capital Management
Michigan
$470K -$11K -260 -2%
FAM
89
Forte Asset Management
New York
$469K -$2.14M -50,643 -82%
CFD
90
Creative Financial Designs
Indiana
$466K +$16.5K +390 +4%
SM
91
Sweeney & Michel
California
$462K +$2.78K +67 +0.6%
Renaissance Technologies
92
Renaissance Technologies
New York
$452K +$452K +10,700 New
CAN
93
Cetera Advisor Networks
California
$451K -$188K -4,450 -29%
APW
94
Aurora Private Wealth
New Jersey
$439K -$231K -5,462 -34%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$431K +$138K +3,263 +47%
TRIA
96
Trail Ridge Investment Advisors
Colorado
$412K +$11.8K +280 +3%
AWM
97
Accel Wealth Management
Iowa
$404K -$9.09K -215 -2%
AM
98
AGF Management
Ontario, Canada
$402K +$117K +2,762 +41%
GJIA
99
Glass Jacobson Investment Advisors
Maryland
$399K +$399K +9,436 New
William Blair & Company
100
William Blair & Company
Illinois
$384K -$2.28K -54 -0.6%
2 3
4
5 6