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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

182 hedge funds and large institutions have $694M invested in Fidelity MSCI Utilities Index ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
47
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$17.5M
2
AWM
2
AE Wealth Management
Kansas
$17.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.01M
4
RCYC
4
Richard C. Young & Co
Rhode Island
$3.38M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.74M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$389M
2
RA
2
Rational Advisors
New York
$21.8M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$8.15M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$35.2M
5
FSC
5
Full Sail Capital
Oklahoma
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
76
Atlas Financial Advisors
California
$536K -$516K -12,635 -49%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$531K -$112K -2,751 -17%
HCA
78
Heck Capital Advisors
Wisconsin
$488K -$788K -19,296 -62%
PJSIMP
79
P.J. Schmidt Investment Management (PJS)
Wisconsin
$480K -$66.5K -1,688 -12%
CBFP
80
Cedar Brook Financial Partners
Ohio
$474K -$4.3K -106 -0.9%
SCA
81
Snowden Capital Advisors
New York
$471K -$148K -3,620 -24%
PPWP
82
Proquility Private Wealth Partners
Nevada
$466K -$941K -23,034 -67%
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$461K +$41.2K +1,008 +10%
ECM
84
Exchange Capital Management
Michigan
$449K -$368 -9 -0.1%
MFG
85
MidWestOne Financial Group
Iowa
$429K +$429K +10,500 New
GWM
86
GSB Wealth Management
Connecticut
$416K -$16.8K -410 -4%
LA
87
Lynch & Associates
Indiana
$406K +$29.1K +711 +8%
SCI
88
Stableford Capital II
Arizona
$397K -$2.31M -56,940 -85%
Mariner
89
Mariner
Kansas
$381K +$381K +9,331 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$379K -$10.1K -246 -3%
BA
91
Ballew Advisors
Mississippi
$374K -$101K -2,499 -21%
EA
92
Eudaimonia Advisors
Tennessee
$367K -$40.4K -989 -10%
CC
93
Callan Capital
California
$367K +$367K +8,974 New
AWM
94
Accel Wealth Management
Iowa
$353K -$35.8K -876 -9%
BOSSRA
95
B.O.S.S. Retirement Advisors
Utah
$345K +$345K +8,449 New
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$342K -$89.8K -2,197 -21%
CFD
97
Creative Financial Designs
Indiana
$342K -$95.6K -2,340 -22%
TRIA
98
Trail Ridge Investment Advisors
Colorado
$337K +$41.2K +1,009 +14%
William Blair & Company
99
William Blair & Company
Illinois
$324K -$46.9K -1,149 -13%
AAS
100
Ameritas Advisory Services
Nebraska
$320K +$90.4K +2,262 +39%
2 3
4
5 6