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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

170 hedge funds and large institutions have $971M invested in Fidelity MSCI Utilities Index ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
59
Reduced
63
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$38.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.7M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5.69M
4
AWM
4
AE Wealth Management
Kansas
$10M
5
Jane Street
5
Jane Street
New York
$3.84M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$651M
2
RA
2
Rational Advisors
New York
$48.7M
3
Wells Fargo
3
Wells Fargo
California
$786K
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$18.1M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
LBA
101
Lowell Blake & Associates
Massachusetts
$316K – – –
COCM
102
Charter Oak Capital Management
New Hampshire
$315K -$11.3K -299 -3%
APW
103
Aurora Private Wealth
New Jersey
$296K -$97.3K -2,567 -25%
EP
104
Eudaimonia Partners
Tennessee
$287K -$401K -10,577 -58%
TRIA
105
Trail Ridge Investment Advisors
Colorado
$275K -$94.8K -2,501 -26%
WIA
106
World Investment Advisors
California
$268K -$58.4K -1,541 -18%
WA
107
WBH Advisory
Maryland
$267K +$2.88K +76 +1%
EIP
108
Ellis Investment Partners
Pennsylvania
$262K -$4.48K -118 -2%
PFA
109
Pathway Financial Advisers
Indiana
$256K +$256K +6,760 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$254K -$3.26K -86 -1%
SSW
111
Smith Shellnut Wilson
Mississippi
$253K -$3.55M -93,517 -93%
TCM
112
Traynor Capital Management
Pennsylvania
$242K -$37K -976 -13%
PVI
113
Pine Valley Investments
New Jersey
$239K +$239K +6,293 New
GGS
114
Galvin Gaustad & Stein
Arizona
$232K +$232K +6,105 New
IA
115
IFP Advisors
Florida
$228K -$8.91K -235 -4%
AAS
116
Ameritas Advisory Services
Nebraska
$219K -$12.9K -339 -6%
PA
117
PFG Advisors
Arizona
$213K +$6.56K +173 +3%
CA
118
Calton & Associates
Florida
$204K +$204K +5,370 New
AWA
119
Arkadios Wealth Advisors
Georgia
$204K -$1.14K -30 -0.6%
HAS
120
HBW Advisory Services
California
$200K -$1.46M -38,549 -88%
CFGS
121
Concourse Financial Group Securities
Alabama
$196K – – –
GRP
122
Global Retirement Partners
California
$160K +$64.1K +1,758 +67%
GWM
123
Geneos Wealth Management
Colorado
$158K – – –
SFC
124
SYM Financial Corp
Indiana
$155K +$155K +4,100 New
Comerica Bank
125
Comerica Bank
Texas
$122K +$122K +3,217 New
3 4
5
6 7