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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

170 hedge funds and large institutions have $971M invested in Fidelity MSCI Utilities Index ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
59
Reduced
63
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$38.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.7M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5.69M
4
AWM
4
AE Wealth Management
Kansas
$10M
5
Jane Street
5
Jane Street
New York
$3.84M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$651M
2
RA
2
Rational Advisors
New York
$48.7M
3
Wells Fargo
3
Wells Fargo
California
$786K
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$18.1M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
76
P.J. Schmidt Investment Management (PJS)
Wisconsin
$523K -$3.58K -95 -0.7%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$515K +$240K +6,348 +87%
HI
78
Harbour Investments
Wisconsin
$503K +$173K +4,552 +52%
AM
79
AGF Management
Ontario, Canada
$483K +$122K +3,226 +34%
TRCT
80
Tower Research Capital (TRC)
New York
$471K -$35.7K -941 -7%
AWM
81
Abound Wealth Management
Tennessee
$459K -$126K -3,335 -22%
CBFP
82
Cedar Brook Financial Partners
Ohio
$448K +$4.17K +110 +0.9%
FFA
83
Fragasso Financial Advisors
Pennsylvania
$444K -$32.1K -846 -7%
BA
84
Ballew Advisors
Mississippi
$431K -$2.48K -68 -0.6%
RWP
85
RWA Wealth Partners
Massachusetts
$427K +$427K +11,253 New
Financial Engines Advisors
86
Financial Engines Advisors
California
$422K – – –
ECM
87
Exchange Capital Management
Michigan
$417K -$4.78K -126 -1%
CFD
88
Creative Financial Designs
Indiana
$406K -$12K -316 -3%
CAN
89
Cetera Advisor Networks
California
$406K +$1.56K +41 +0.4%
GWM
90
GSB Wealth Management
Connecticut
$401K -$26.7K -703 -6%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$400K -$163K -4,291 -29%
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$389K +$31.5K +832 +9%
RSWM
93
Robertson Stephens Wealth Management
California
$385K +$385K +10,161 New
EA
94
Eudaimonia Advisors
Tennessee
$378K -$451K -11,886 -54%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$361K +$361K +9,531 New
AWM
96
Accel Wealth Management
Iowa
$361K -$1.59K -42 -0.4%
LA
97
Lynch & Associates
Indiana
$350K +$14.9K +392 +4%
William Blair & Company
98
William Blair & Company
Illinois
$344K – – –
FNC
99
First National Corp
Massachusetts
$339K -$111K -2,918 -25%
KWM
100
Kingsview Wealth Management
Oregon
$322K -$19.2K -505 -6%
2 3
4
5 6