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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

175 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Utilities Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 15 closing their positions.

Holders
175
Holders Change
+8
Holders Change %
+4.79%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
25
Increased
60
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.14M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$25.1M
3
SCI
3
Stableford Capital II
Arizona
$2.77M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.53M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$896M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$1.49M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$628K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17M
5
EC
5
Estate Counselors
Wisconsin
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$380K -$156K -3,688 -29%
LA
102
Lynch & Associates
Indiana
$373K +$16.4K +387 +5%
HI
103
Harbour Investments
Wisconsin
$368K +$53.6K +1,268 +17%
WIA
104
World Investment Advisors
California
$364K -$1.13M -26,758 -76%
COCM
105
Charter Oak Capital Management
New Hampshire
$364K +$122K +2,884 +50%
LBA
106
Lowell Blake & Associates
Massachusetts
$353K – – –
TCM
107
Traynor Capital Management
Pennsylvania
$311K -$596K -14,089 -66%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$307K -$55.8K -1,322 -15%
EIP
109
Ellis Investment Partners
Pennsylvania
$298K -$23.9K -565 -7%
WA
110
WBH Advisory
Maryland
$295K +$169 +4 +0.1%
HF
111
HRT Financial
New York
$288K +$288K +6,812 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$287K -$254 -6 -0.1%
JPMPWA
113
J.P. Morgan Private Wealth Advisors
California
$269K -$78.6K -1,858 -23%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$265K +$46K +1,089 +21%
IA
115
IFP Advisors
Florida
$264K +$6.98K +165 +3%
AAS
116
Ameritas Advisory Services
Nebraska
$257K -$151K -3,574 -37%
RCA
117
Reitz Capital Advisors
Michigan
$234K – – –
PA
118
PFG Advisors
Arizona
$230K +$8.33K +197 +4%
AWA
119
Arkadios Wealth Advisors
Georgia
$228K +$228K +5,400 New
CFGS
120
Concourse Financial Group Securities
Alabama
$219K +$184K +4,356 +535%
MCM
121
Mendel Capital Management
Arkansas
$214K – – –
Mariner
122
Mariner
Kansas
$213K +$13.3K +314 +7%
SHIM
123
Stone House Investment Management
Pennsylvania
$208K +$106K +2,511 +105%
GWM
124
Geneos Wealth Management
Colorado
$176K – – –
GRP
125
Global Retirement Partners
California
$111K -$211 -5 -0.2%
3 4
5
6 7