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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

175 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Utilities Index ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
70
Reduced
45
Closed
27
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
GWA
Gibson Wealth Advisors
Texas
$56.7M
2
Bank of America
Bank of America
North Carolina
$951M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.4M
4
Morgan Stanley
Morgan Stanley
New York
$14.4M
5
Ameriprise
Ameriprise
Minnesota
$3.3M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$2.23M
2
VC
Vicus Capital
Pennsylvania
$0
3
QAM
Q3 Asset Management
Michigan
$925K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.9M
5
Citadel Advisors
Citadel Advisors
Florida
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
101
Stone House Investment Management
Pennsylvania
$350K +$34.6K +760 +11%
EIP
102
Ellis Investment Partners
Pennsylvania
$344K -$4.92K -108 -1%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$331K -$55.8K -1,224 -14%
PFA
104
Pathway Financial Advisers
Indiana
$321K +$321K +7,038 New
BB
105
Busey Bank
Illinois
$306K +$306K +6,800 New
LC
106
LCNB Corp
Ohio
$285K – – –
SAM
107
Secure Asset Management
Michigan
$278K +$278K +6,109 New
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$274K -$59.6K -1,311 -18%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$255K -$89.9K -1,976 -26%
RCA
110
Reitz Capital Advisors
Michigan
$252K – – –
SAM
111
Sequent Asset Management
Texas
$241K – – –
COCM
112
Charter Oak Capital Management
New Hampshire
$238K +$7.38K +162 +3%
HI
113
Harbour Investments
Wisconsin
$237K +$71.7K +1,573 +44%
EFM
114
Eley Financial Management
Vermont
$234K +$234K +5,127 New
IA
115
IFP Advisors
Florida
$231K +$96.1K +2,984 +71%
MCM
116
Mendel Capital Management
Arkansas
$231K +$231K +5,064 New
GCWM
117
Graham Capital Wealth Management
District of Columbia
$230K -$25.7K -563 -10%
DAS
118
Dynamic Advisor Solutions
Arizona
$225K +$225K +4,945 New
LWAC
119
Laurel Wealth Advisors (California)
California
$213K +$213K +4,677 New
RJT
120
Raymond James Trust
Florida
$209K +$209K +4,576 New
CW
121
CreativeOne Wealth
Kansas
$203K +$203K +4,445 New
GWM
122
Geneos Wealth Management
Colorado
$190K +$8.2K +180 +5%
AP
123
Advisors Preferred
Maryland
$182K +$85.2K +1,868 +88%
CH
124
Canton Hathaway
Rhode Island
$162K – – –
TFS
125
TrustCore Financial Services
Tennessee
$144K +$144K +3,170 New
3 4
5
6 7