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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

124 hedge funds and large institutions have $175M invested in Fidelity MSCI Utilities Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
40
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$9.64M
2
SSW
2
Smith Shellnut Wilson
Mississippi
$8.37M
3
VC
3
Vicus Capital
Pennsylvania
$3.57M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.88M
5
MA
5
Mutual Advisors
Nebraska
$4.5M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$444K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.58M
3
KCM
3
Karp Capital Management
California
$0
4
IA
4
IFP Advisors
Florida
$89K
5
MIS
5
Morningstar Investment Services
Illinois
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
101
Creative Financial Designs
Indiana
$63K -$337K -9,372 -84%
JWA
102
JFS Wealth Advisors
Pennsylvania
$37K – – –
GI
103
Gradient Investments
Minnesota
$36K – – –
FANJ
104
Financial Architects (New Jersey)
New Jersey
$32K – – –
LFG
105
LifePlan Financial Group
Ohio
$30K – – –
HR
106
Howe & Rusling
New York
$30K – – –
CFGS
107
Concourse Financial Group Securities
Alabama
$29K – – –
BFEC
108
Benjamin F. Edwards & Company
Missouri
$27K -$4.1K -112 -13%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$3.7K +103 +20%
CAC
110
Certified Advisory Corp
Florida
$18K – – –
APA
111
American Portfolios Advisors
New York
$15.8K – – –
RFM
112
Royal Fund Management
Florida
$11K +$11K +311 New
SFPG
113
Stonebridge Financial Planning Group
Florida
$9K – – –
OPS
114
Orion Portfolio Solutions
Nebraska
$9K +$9K +238 New
JPLA
115
Joseph P. Lucia & Associates
New York
$9K +$9K +252 New
CAW
116
Cornerstone Advisors (Washington)
Washington
$9K +$9K +257 New
KFS
117
Kelly Financial Services
Massachusetts
$8.15K – – –
HWA
118
HHM Wealth Advisors
Tennessee
$6K +$6K +173 New
APWM
119
Atlas Private Wealth Management
New York
$4K – – –
AIA
120
Armor Investment Advisors
North Carolina
$3K – – –
DWM
121
Darwin Wealth Management
Florida
$3K +$3K +84 New
EW
122
Element Wealth
Mississippi
$1K – – –
FGAM
123
Financial Gravity Asset Management
Texas
$16 – – –
KCM
124
Karp Capital Management
California
– -$4.53M -107,001 Closed
NCM
125
Niemann Capital Management
Nevada
– -$2.11M -49,806 Closed
2 3 4
5
6