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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

173 hedge funds and large institutions have $460M invested in Fidelity MSCI Utilities Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 23 closing their positions.

Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
60
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$12.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.06M
3
QAM
3
Q3 Asset Management
Michigan
$5.09M
4
RWP
4
RWA Wealth Partners
Massachusetts
$3.14M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.51M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$9M
2
Bank of America
2
Bank of America
North Carolina
$190M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.69M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$293K -$3.52K -80 -1%
LA
102
Lifeworks Advisors
Michigan
$287K +$43.9K +999 +18%
Prudential Financial
103
Prudential Financial
New Jersey
$286K +$13.1K +297 +5%
SA
104
Sanctuary Advisors
Indiana
$286K +$286K +6,696 New
MWM
105
Mascoma Wealth Management
New Hampshire
$285K -$225K -5,120 -44%
William Blair & Company
106
William Blair & Company
Illinois
$283K -$9.89K -225 -3%
TRCT
107
Tower Research Capital (TRC)
New York
$282K -$1.31M -29,812 -82%
AWA
108
Arkadios Wealth Advisors
Georgia
$276K +$43.1K +980 +19%
BA
109
Ballew Advisors
Mississippi
$275K -$8.13K -181 -3%
PFA
110
Pathway Financial Advisers
Indiana
$273K -$613 -14 -0.2%
FFS
111
Founders Financial Securities
Maryland
$264K +$264K +6,000 New
CWA
112
Centennial Wealth Advisory
Michigan
$255K -$6.16K -140 -2%
AWM
113
Axxcess Wealth Management
California
$254K +$254K +5,784 New
MFG
114
MidWestOne Financial Group
Iowa
$242K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$226K -$41.5K -945 -16%
BWM
116
BKM Wealth Management
Wisconsin
$218K – – –
BCA
117
Bay Colony Advisors
Massachusetts
$200K +$200K +4,558 New
GWM
118
Geneos Wealth Management
Colorado
$183K – – –
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$178K -$159K -3,615 -47%
RL
120
Rogco LP
Oklahoma
$162K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$155K -$12.7K -288 -8%
Comerica Bank
122
Comerica Bank
Texas
$133K -$40.5K -922 -23%
GRP
123
Global Retirement Partners
California
$123K – – –
GI
124
Gradient Investments
Minnesota
$113K +$112K +2,552 +25,520%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$95.3K -$244K -5,540 -72%
3 4
5
6 7