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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

211 hedge funds and large institutions have $815M invested in Fidelity MSCI Utilities Index ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 25 closing their positions.

Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
71
Reduced
60
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$430M
2
ACA
2
Aptus Capital Advisors
Alabama
$13.2M
3
DFG
3
Demars Financial Group
Washington
$11.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.23M
5
LPL Financial
5
LPL Financial
California
$22.9M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$217K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.34M
3
GWA
3
GGM Wealth Advisors
Maryland
$0
4
RWP
4
RWA Wealth Partners
Massachusetts
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
101
Callan Capital
California
$438K – – –
SCI
102
Stableford Capital II
Arizona
$437K -$12.4K -254 -3%
VWM
103
VCI Wealth Management
Missouri
$417K +$43.5K +891 +12%
Mariner
104
Mariner
Kansas
$408K – – –
FCA
105
FLC Capital Advisors
California
$396K – – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$393K +$17.4K +356 +5%
CF
107
Claris Financial
Virginia
$385K +$385K +7,893 New
CFD
108
Creative Financial Designs
Indiana
$379K +$1.81K +37 +0.5%
GFPC
109
Global Financial Private Client
Florida
$374K +$222K +4,557 +147%
AWM
110
Accel Wealth Management
Iowa
$373K -$6.58K -135 -2%
ANBT
111
American National Bank & Trust
Texas
$350K +$264K +5,421 +307%
EIP
112
Ellis Investment Partners
Pennsylvania
$343K -$9.02K -185 -3%
WA
113
WBH Advisory
Maryland
$331K -$1.81K -37 -0.5%
KWM
114
Kingsview Wealth Management
Oregon
$331K +$22.4K +459 +7%
CWA
115
Centennial Wealth Advisory
Michigan
$319K +$13.5K +276 +4%
William Blair & Company
116
William Blair & Company
Illinois
$316K -$1.66K -34 -0.5%
VC
117
Vicus Capital
Pennsylvania
$310K +$310K +6,356 New
RA
118
RFG Advisory
Alabama
$303K +$303K +6,215 New
EAM
119
Everstar Asset Management
North Carolina
$297K -$58.5K -1,200 -16%
FA
120
Fortis Advisors
Pennsylvania
$295K +$1.46K +30 +0.5%
KPWM
121
KDK Private Wealth Management
Texas
$294K +$294K +6,035 New
BA
122
Ballew Advisors
Mississippi
$286K +$96 +2 +0%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$286K -$652K -13,365 -70%
SPIA
124
Steward Partners Investment Advisory
New York
$281K -$24K -493 -8%
MFG
125
MidWestOne Financial Group
Iowa
$268K – – –
3 4
5
6 7