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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

172 hedge funds and large institutions have $879M invested in Fidelity MSCI Utilities Index ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 27 closing their positions.

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
54
Reduced
48
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$616M
2
HAS
2
HBW Advisory Services
California
$5.33M
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$4.05M
4
BBL
4
Beck Bode LLC
Massachusetts
$4.11M
5
SIA
5
Soltis Investment Advisors
Utah
$3.44M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.12M
3
BCM
3
Beaumont Capital Management
Massachusetts
$0
4
RWP
4
RWA Wealth Partners
Massachusetts
$0
5
Lido Advisors
5
Lido Advisors
California
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
101
Integrated Advisors Network
Texas
$298K +$298K +6,604 New
WWM
102
Western Wealth Management
Colorado
$290K +$4.11K +91 +1%
LC
103
LCNB Corp
Ohio
$282K +$282K +6,250 New
UBS Group
104
UBS Group
Switzerland
$278K +$66.4K +1,471 +31%
CFD
105
Creative Financial Designs
Indiana
$275K +$115K +2,541 +72%
GCWM
106
Graham Capital Wealth Management
District of Columbia
$260K -$19K -420 -7%
RCA
107
Reitz Capital Advisors
Michigan
$249K -$13.5K -300 -5%
SAM
108
Sequent Asset Management
Texas
$244K – – –
GWM
109
Geneos Wealth Management
Colorado
$233K +$44.1K +955 +23%
G
110
GenTrust
Florida
$221K +$221K +4,886 New
LWAC
111
Laurel Wealth Advisors (California)
California
$220K +$220K +4,879 New
FTUS
112
Flow Traders U.S.
New York
$219K +$219K +4,844 New
BAM
113
Belpointe Asset Management
Nevada
$189K +$8.3K +184 +5%
COCM
114
Charter Oak Capital Management
New Hampshire
$184K +$77K +1,710 +72%
HI
115
Harbour Investments
Wisconsin
$163K +$163K +3,616 New
CH
116
Canton Hathaway
Rhode Island
$160K – – –
AWM
117
Aspire Wealth Management
Massachusetts
$160K – – –
IA
118
IFP Advisors
Florida
$147K – – –
DI
119
Disciplined Investments
Oklahoma
$113K – – –
SWM
120
SeaCrest Wealth Management
New York
$113K +$113K +2,503 New
AW
121
ACG Wealth
Georgia
$112K +$112K +2,481 New
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$87K -$487K -10,777 -85%
LSA
123
Lansing Street Advisors
Pennsylvania
$80K -$199K -4,383 -71%
GEA
124
Glen Eagle Advisors
New Jersey
$75.6K – – –
CFGS
125
Concourse Financial Group Securities
Alabama
$63K -$177K -3,942 -74%
3 4
5
6 7