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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

167 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Utilities Index ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
167
Holders Change
-8
Holders Change %
-4.57%
% of All Funds
2.67%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
18
Increased
51
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Rational Advisors
New York
$70.2M
2
Bank of America
2
Bank of America
North Carolina
$977M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$22.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.58M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$1.12K
5
SCI
5
Stableford Capital II
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
101
Pathway Financial Advisers
Indiana
$320K 7,303 +265 +4%
WA
102
WBH Advisory
Maryland
$305K 6,969 +6,969 New
SFS
103
Sowell Financial Services
Arkansas
$304K 6,932 -41,932 -86%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$304K 6,930 -7,442 -52%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$298K 6,791 -2,352 -26%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$297K 6,785 -483 -7%
AM
107
AGF Management
Ontario, Canada
$296K 6,757 +6,757 New
LC
108
LCNB Corp
Ohio
$274K 6,250 – –
COCM
109
Charter Oak Capital Management
New Hampshire
$251K 5,725 +508 +10%
RCA
110
Reitz Capital Advisors
Michigan
$242K 5,525 – –
SAM
111
Sequent Asset Management
Texas
$231K 5,279 – –
PA
112
PFG Advisors
Arizona
$230K 5,255 +5,255 New
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$227K 5,190 +5,190 New
MCM
114
Mendel Capital Management
Arkansas
$222K 5,064 – –
Mariner
115
Mariner
Kansas
$207K 4,713 -3,602 -43%
RJT
116
Raymond James Trust
Florida
$201K 4,576 – –
IA
117
IFP Advisors
Florida
$192K 6,077 -1,099 -15%
GWM
118
Geneos Wealth Management
Colorado
$182K 4,160 – –
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$154K 3,524 +3,145 +830%
EWM
120
EPG Wealth Management
Georgia
$131K 2,979 +1,024 +52%
GRP
121
Global Retirement Partners
California
$115K 2,621 +2,616 +52,320%
DI
122
Disciplined Investments
Oklahoma
$110K 2,500 – –
LTI
123
Laffer Tengler Investments
Tennessee
$107K 2,442 +2,442 New
SHIM
124
Stone House Investment Management
Pennsylvania
$105K 2,401 -5,278 -69%
BAM
125
Belpointe Asset Management
Nevada
$104K 2,370 -126 -5%
3 4
5
6 7