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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

138 hedge funds and large institutions have $356M invested in Fidelity MSCI Utilities Index ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-9
Holders Change %
-6.12%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
64
Reduced
37
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$40.1M
2
RA
Rational Advisors
New York
$9.7M
3
Bank of America
Bank of America
North Carolina
$130M
4
KAS
Kestra Advisory Services
Texas
$6.87M
5
FFA
Fragasso Financial Advisors
Pennsylvania
$9.21M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$611K
2
MFM
Mirsky Financial Management
New York
$3.12M
3
EC
Estate Counselors
Wisconsin
$10.1M
4
FHA
Flagship Harbor Advisors
Massachusetts
$0
5
MFG
Monumental Financial Group
Maryland
$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$3K – – –
US Bancorp
127
US Bancorp
Minnesota
$2K – – –
AWM
128
Activest Wealth Management
Florida
$1K -$500 -1 -33%
RIA
129
RPG Investment Advisory
California
$1K – – –
EW
130
Element Wealth
Mississippi
$1K +$50 +1 +5%
JFGIW
131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +20 New
FHA
132
Flagship Harbor Advisors
Massachusetts
– -$2.23M -53,826 Closed
MIS
133
Morningstar Investment Services
Illinois
– -$1.17M -28,310 Closed
Citadel Advisors
134
Citadel Advisors
Florida
– -$1.01M -24,389 Closed
WI
135
WBI Investments
New Jersey
– -$670K -16,158 Closed
PPWP
136
Proquility Private Wealth Partners
Nevada
– -$422K -10,182 Closed
SFS
137
Sowell Financial Services
Arkansas
– -$330K -7,737 Closed
AAS
138
Avantax Advisory Services
Texas
– -$290K -7,022 Closed
CPIA
139
Cornell Pochily Investment Advisors
New York
– -$290K -7,000 Closed
IAIM
140
International Assets Investment Management
Florida
– -$248K -3,670 Closed
VFA
141
Valeo Financial Advisors
Indiana
– -$72K -1,739 Closed
Citigroup
142
Citigroup
New York
– -$35K -837 Closed
RWB
143
RMR Wealth Builders
New Jersey
– -$29K -700 Closed
HDIM
144
Hanson & Doremus Investment Management
Vermont
– -$25K -613 Closed
Deutsche Bank
145
Deutsche Bank
Germany
– -$20K -494 Closed
FGAM
146
Financial Gravity Asset Management
Texas
– -$18 -432 Closed
BFEC
147
Benjamin F. Edwards & Company
Missouri
– -$9K -215 Closed
CWA
148
Carolina Wealth Advisors
South Carolina
– -$8K -195 Closed
AIC
149
Ameritas Investment Company
Nebraska
– -$7.55K -182 Closed
VBCG
150
Valley Brook Capital Group
Pennsylvania
– -$6K -150 Closed
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