FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

140 hedge funds and large institutions have $475M invested in Fidelity MSCI Utilities Index ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
54
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$204M
2
FFA
2
Fragasso Financial Advisors
Pennsylvania
$3.25M
3
SFS
3
Sowell Financial Services
Arkansas
$3.36M
4
RA
4
Rational Advisors
New York
$2.55M
5
EC
5
Estate Counselors
Wisconsin
$13.4M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.99M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
SSW
3
Smith Shellnut Wilson
Mississippi
$3.5M
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$1.98M
5
Truist Financial
5
Truist Financial
North Carolina
$206K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWB
126
RMR Wealth Builders
New Jersey
$6K +$6K +150 New
GI
127
Gradient Investments
Minnesota
$5K – – –
SIS
128
Sound Income Strategies
Florida
$5K +$5K +112 New
JPMorgan Chase & Co
129
JPMorgan Chase & Co
New York
$4K – – –
QCG
130
Quadrant Capital Group
Ohio
$4K +$4K +100 New
AIA
131
Armor Investment Advisors
North Carolina
$3K – – –
AWM
132
Avior Wealth Management
Nebraska
$3K +$3K +98 New
EW
133
Element Wealth
Mississippi
$1K -$53 -1 -5%
HR
134
Howe & Rusling
New York
$1K +$1K +15 New
RIA
135
RPG Investment Advisory
California
$1K +$1K +15 New
CFA
136
Carroll Financial Associates
North Carolina
$1K +$1K +25 New
CWP
137
Concord Wealth Partners
Virginia
$1K +$1K +31 New
BWM
138
Baystate Wealth Management
Massachusetts
$1K +$1K +33 New
CWG
139
Cornerstone Wealth Group
North Carolina
– -$4.15M -109,308 Closed
BCM
140
Brookstone Capital Management
Illinois
– -$793K -20,894 Closed
FTUS
141
Flow Traders U.S.
New York
– -$777K -20,487 Closed
Jane Street
142
Jane Street
New York
– -$606K -15,980 Closed
BRWA
143
B. Riley Wealth Advisors
Florida
– -$464K -12,487 Closed
IWS
144
Insight Wealth Strategies
California
– -$307K -8,092 Closed
KPWS
145
Kestra Private Wealth Services
Texas
– -$275K -7,354 Closed
SW
146
SVB Wealth
Massachusetts
– -$221K -5,818 Closed
PFS
147
Prospera Financial Services
Texas
– -$42K -1,099 Closed
SMG
148
Spectrum Management Group
Indiana
– -$6K -155 Closed
APWM
149
Atlas Private Wealth Management
New York
– -$4K -104 Closed
DI
150
Disciplined Investments
Oklahoma
– -$2K -52 Closed
3 4 5
6
7