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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

173 hedge funds and large institutions have $460M invested in Fidelity MSCI Utilities Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 23 closing their positions.

Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
60
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$12.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.06M
3
QAM
3
Q3 Asset Management
Michigan
$5.09M
4
RWP
4
RWA Wealth Partners
Massachusetts
$3.14M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.51M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$9M
2
Bank of America
2
Bank of America
North Carolina
$190M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.69M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOSSRA
76
B.O.S.S. Retirement Advisors
Utah
$557K +$190K +4,315 +52%
LA
77
Lynch & Associates
Indiana
$538K +$59.6K +1,356 +12%
SEIA
78
Signature Estate & Investment Advisors
California
$524K +$524K +11,912 New
SFG
79
Sowa Financial Group
Rhode Island
$519K +$519K +11,812 New
AAS
80
Ameritas Advisory Services
Nebraska
$517K +$228K +5,190 +79%
HCA
81
Heck Capital Advisors
Wisconsin
$517K -$12.6K -286 -2%
GJIA
82
Glass Jacobson Investment Advisors
Maryland
$511K +$6.68K +152 +1%
DFG
83
Demars Financial Group
Washington
$511K -$17.1K -388 -3%
GWA
84
Gibson Wealth Advisors
Texas
$484K – – –
SAM
85
Secure Asset Management
Michigan
$452K +$452K +10,274 New
Stifel Financial
86
Stifel Financial
Missouri
$448K +$11.1K +253 +3%
TRIA
87
Trail Ridge Investment Advisors
Colorado
$445K +$30.9K +702 +7%
ECM
88
Exchange Capital Management
Michigan
$441K -$6.24K -142 -1%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$435K -$677K -15,391 -61%
PA
90
PFG Advisors
Arizona
$434K +$184K +4,178 +73%
SCI
91
Stableford Capital II
Arizona
$418K -$3.54K -78 -0.8%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$408K -$5.06K -115 -1%
CC
93
Callan Capital
California
$394K – – –
Mariner
94
Mariner
Kansas
$391K – – –
FCA
95
FLC Capital Advisors
California
$349K – – –
CFD
96
Creative Financial Designs
Indiana
$346K -$24.4K -556 -7%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$338K +$528 +12 +0.2%
AWM
98
Accel Wealth Management
Iowa
$336K +$2.02K +46 +0.6%
EIP
99
Ellis Investment Partners
Pennsylvania
$307K +$10.7K +244 +4%
WA
100
WBH Advisory
Maryland
$302K +$7.03K +160 +2%
2 3
4
5 6