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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

179 hedge funds and large institutions have $458M invested in Fidelity MSCI Utilities Index ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
69
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$21.6M
2
AWM
2
AE Wealth Management
Kansas
$22.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.65M
4
CW
4
Connectus Wealth
Ohio
$3.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$191M
2
RA
2
Rational Advisors
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$467
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.75M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
WBH Advisory
Maryland
$285K 6,719 -110 -2%
William Blair & Company
102
William Blair & Company
Illinois
$282K 6,659 -1,266 -16%
PFA
103
Pathway Financial Advisers
Indiana
$265K 6,257 -245 -4%
Prudential Financial
104
Prudential Financial
New Jersey
$264K 6,218 +180 +3%
BA
105
Ballew Advisors
Mississippi
$263K 6,295 -3,006 -32%
APW
106
Aurora Private Wealth
New Jersey
$263K 6,237 +49 +0.8%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$258K 6,094 -725 -11%
CWA
108
Centennial Wealth Advisory
Michigan
$252K 5,941 +5,941 New
MA
109
Mutual Advisors
Nebraska
$252K 5,934 +509 +9%
SSW
110
Smith Shellnut Wilson
Mississippi
$251K 5,923 -493 -8%
PA
111
PFG Advisors
Arizona
$242K 5,705 +312 +6%
LA
112
Lifeworks Advisors
Michigan
$235K 5,533 -153 -3%
MFG
113
MidWestOne Financial Group
Iowa
$233K 5,500 -5,000 -48%
VWM
114
VCI Wealth Management
Missouri
$225K 5,301 -772 -13%
AWA
115
Arkadios Wealth Advisors
Georgia
$225K 5,295 – –
Millennium Management
116
Millennium Management
New York
$220K 5,175 +5,175 New
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$219K 5,174 -3,191 -38%
BWM
118
BKM Wealth Management
Wisconsin
$210K 4,960 -310 -6%
CA
119
Cetera Advisors
Colorado
$209K 4,926 +4,926 New
PFS
120
Prospera Financial Services
Texas
$204K 4,817 -329 -6%
PWM
121
Penobscot Wealth Management
Maine
$201K 4,733 -1,410 -23%
CFGS
122
Concourse Financial Group Securities
Alabama
$185K 4,360 – –
GWM
123
Geneos Wealth Management
Colorado
$176K 4,160 – –
Comerica Bank
124
Comerica Bank
Texas
$168K 3,954 -226 -5%
SPIA
125
Steward Partners Investment Advisory
New York
$162K 3,814 -36,544 -91%
3 4
5
6 7