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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

179 hedge funds and large institutions have $458M invested in Fidelity MSCI Utilities Index ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
69
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$21.6M
2
AWM
2
AE Wealth Management
Kansas
$22.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.65M
4
CW
4
Connectus Wealth
Ohio
$3.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$191M
2
RA
2
Rational Advisors
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$467
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.75M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
Mascoma Wealth Management
New Hampshire
$492K 11,607 -8,463 -42%
GJIA
77
Glass Jacobson Investment Advisors
Maryland
$487K 11,472 +196 +2%
GWA
78
Gibson Wealth Advisors
Texas
$467K 11,000 +11,000 New
LA
79
Lynch & Associates
Indiana
$462K 10,889 +956 +10%
ECM
80
Exchange Capital Management
Michigan
$432K 10,181 -810 -7%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$431K 10,162 -3,262 -24%
Stifel Financial
82
Stifel Financial
Missouri
$422K 9,943 -14,474 -59%
TRIA
83
Trail Ridge Investment Advisors
Colorado
$400K 9,422 +1,171 +14%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$399K 9,396 +111 +1%
SCI
85
Stableford Capital II
Arizona
$394K 9,295 -502 -5%
CC
86
Callan Capital
California
$381K 8,974 – –
Mariner
87
Mariner
Kansas
$377K 8,886 -445 -5%
CFD
88
Creative Financial Designs
Indiana
$357K 8,421 +58 +0.7%
BOSSRA
89
B.O.S.S. Retirement Advisors
Utah
$341K 8,345 -104 -1%
FCA
90
FLC Capital Advisors
California
$336K 7,928 +7,928 New
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$327K 7,708 -5,299 -41%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$326K 7,682 +951 +14%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$325K 7,668 +6,201 +423%
BP
94
Ballentine Partners
Massachusetts
$322K 7,600 +7,600 New
AWM
95
Accel Wealth Management
Iowa
$322K 7,599 -1,033 -12%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$322K 7,595 +7,595 New
EP
97
Eudaimonia Partners
Tennessee
$300K 7,066 +594 +9%
AAS
98
Ameritas Advisory Services
Nebraska
$289K 6,581 -1,434 -18%
EIP
99
Ellis Investment Partners
Pennsylvania
$286K 6,747 +321 +5%
KWM
100
Kingsview Wealth Management
Oregon
$286K 6,744 +25 +0.4%
2 3
4
5 6