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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

182 hedge funds and large institutions have $694M invested in Fidelity MSCI Utilities Index ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
47
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$17.5M
2
AWM
2
AE Wealth Management
Kansas
$17.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.01M
4
RCYC
4
Richard C. Young & Co
Rhode Island
$3.38M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.74M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$389M
2
RA
2
Rational Advisors
New York
$21.8M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$8.15M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$35.2M
5
FSC
5
Full Sail Capital
Oklahoma
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
101
World Investment Advisors
California
$284K -$4.99K -122 -2%
WA
102
WBH Advisory
Maryland
$279K -$8.99K -220 -3%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$279K -$402K -9,832 -59%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$275K +$1.55K +38 +0.6%
KWM
105
Kingsview Wealth Management
Oregon
$275K -$72K -1,761 -21%
TRCT
106
Tower Research Capital (TRC)
New York
$268K -$239K -5,858 -47%
PFA
107
Pathway Financial Advisers
Indiana
$266K -$10.5K -258 -4%
EP
108
Eudaimonia Partners
Tennessee
$264K -$45K -1,101 -15%
EIP
109
Ellis Investment Partners
Pennsylvania
$263K -$20.3K -496 -7%
SSW
110
Smith Shellnut Wilson
Mississippi
$262K -$10.1K -246 -4%
CWM
111
CIBC World Markets
New York
$258K -$413K -10,107 -62%
APW
112
Aurora Private Wealth
New Jersey
$253K -$66.2K -1,619 -21%
PWM
113
Penobscot Wealth Management
Maine
$251K +$251K +6,143 New
VWM
114
VCI Wealth Management
Missouri
$248K +$248K +6,073 New
Prudential Financial
115
Prudential Financial
New Jersey
$247K +$247K +6,038 New
LA
116
Lifeworks Advisors
Michigan
$232K -$735K -17,981 -76%
MA
117
Mutual Advisors
Nebraska
$222K +$222K +5,425 New
PA
118
PFG Advisors
Arizona
$220K -$9.48K -232 -4%
AWA
119
Arkadios Wealth Advisors
Georgia
$216K -$3.07K -75 -1%
BWM
120
BKM Wealth Management
Wisconsin
$215K +$215K +5,270 New
PFS
121
Prospera Financial Services
Texas
$210K +$210K +5,146 New
SFC
122
SYM Financial Corp
Indiana
$208K +$40.9K +1,000 +24%
CFGS
123
Concourse Financial Group Securities
Alabama
$178K -$33.1K -810 -16%
Comerica Bank
124
Comerica Bank
Texas
$171K +$39.3K +963 +30%
GWM
125
Geneos Wealth Management
Colorado
$170K – – –
3 4
5
6 7