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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

175 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Utilities Index ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
70
Reduced
45
Closed
27
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
GWA
Gibson Wealth Advisors
Texas
$56.7M
2
Bank of America
Bank of America
North Carolina
$951M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.4M
4
Morgan Stanley
Morgan Stanley
New York
$14.4M
5
Ameriprise
Ameriprise
Minnesota
$3.3M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$2.23M
2
VC
Vicus Capital
Pennsylvania
$0
3
QAM
Q3 Asset Management
Michigan
$925K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.9M
5
Citadel Advisors
Citadel Advisors
Florida
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
126
Money Concepts Capital
Florida
$144K +$144K +3,163 New
MSCM
127
McElhenny Sheffield Capital Management
Texas
$117K +$117K +2,560 New
DI
128
Disciplined Investments
Oklahoma
$114K – – –
BAM
129
Belpointe Asset Management
Nevada
$114K -$78.4K -1,719 -41%
EWM
130
EPG Wealth Management
Georgia
$89.1K +$410 +9 +0.5%
GEA
131
Glen Eagle Advisors
New Jersey
$76.7K +$319 +7 +0.4%
GIA
132
GHP Investment Advisors
Colorado
$59.3K – – –
CT
133
Colonial Trust
South Carolina
$58.5K +$58.5K +1,283 New
USCWA
134
U.S. Capital Wealth Advisors
Texas
$40.4K +$40.4K +886 New
CFGS
135
Concourse Financial Group Securities
Alabama
$37.1K – – –
WT
136
Whittier Trust
California
$35.8K – – –
SPIA
137
Steward Partners Investment Advisory
New York
$32.3K -$319 -7 -1%
HDIM
138
Hanson & Doremus Investment Management
Vermont
$28K – – –
Franklin Resources
139
Franklin Resources
California
$25.6K – – –
FP
140
Financial Perspectives
Minnesota
$23.4K +$137 +3 +0.6%
FWA
141
Freedom Wealth Alliance
Wisconsin
$20.5K +$20.5K +450 New
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$17.3K -$664K -14,574 -97%
CWP
143
Concord Wealth Partners
Virginia
$16.6K +$16.6K +364 New
NFSG
144
Newbridge Financial Services Group
Florida
$14.4K – – –
MHR
145
Matthew Hamilton Rosenberg
$13.9K – – –
BWM
146
BerganKDV Wealth Management
Minnesota
$13.5K -$365 -8 -3%
AF
147
Advisornet Financial
Minnesota
$13.3K +$91 +2 +0.7%
CTA
148
Colonial Trust Advisors
South Carolina
$9.12K +$9.12K +200 New
TFGT
149
TS Financial Group (TSFG)
Illinois
$8K +$47 +1 +0.6%
BTI
150
Blue Trust Inc
Georgia
$8K +$2.14K +49 +37%
4 5
6
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