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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

175 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Utilities Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+8
Holders Change %
+4.79%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
25
Increased
60
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$6.14M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$25.1M
3
SCI
Stableford Capital II
Arizona
$2.77M
4
Two Sigma Investments
Two Sigma Investments
New York
$2.53M
5
Osaic Holdings
Osaic Holdings
Arizona
$13.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$896M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.49M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$628K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17M
5
EC
Estate Counselors
Wisconsin
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
126
Disciplined Investments
Oklahoma
$106K – – –
AF
127
Allworth Financial
California
$84.6K -$42 -1 -0%
EWM
128
EPG Wealth Management
Georgia
$78.6K -$47.4K -1,120 -38%
GEA
129
Glen Eagle Advisors
New Jersey
$65.6K -$5.5K -130 -8%
SPIA
130
Steward Partners Investment Advisory
New York
$63.3K +$32.9K +778 +108%
GIA
131
GHP Investment Advisors
Colorado
$54.2K – – –
GWMIA
132
Global Wealth Management Investment Advisory
Florida
$49.7K +$49.7K +1,175 New
PG
133
Prostatis Group
Maryland
$49K +$49K +48,962 New
CT
134
Colonial Trust
South Carolina
$46.2K -$8.03K -190 -15%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$36.3K -$424K -3,246 -92%
WT
136
Whittier Trust
California
$33.2K – – –
HDIM
137
Hanson & Doremus Investment Management
Vermont
$26K – – –
Franklin Resources
138
Franklin Resources
California
$23.8K – – –
FP
139
Financial Perspectives
Minnesota
$22K +$127 +3 +0.6%
PA
140
Parallel Advisors
California
$18K -$25.7K -609 -59%
BC
141
Belmont Capital
California
$13.7K +$13.7K +325 New
SSB
142
Sandy Spring Bank
Maryland
$13.7K +$13.7K +324 New
NFSG
143
Newbridge Financial Services Group
Florida
$13.4K – – –
MHR
144
Matthew Hamilton Rosenberg
$12.9K – – –
AF
145
Advisornet Financial
Minnesota
$12.6K +$85 +2 +0.7%
BWM
146
BerganKDV Wealth Management
Minnesota
$12.6K – – –
SF
147
Safeguard Financial
Wisconsin
$12K +$12K +293 New
CTA
148
Colonial Trust Advisors
South Carolina
$8.46K – – –
ANBT
149
American National Bank & Trust
Texas
$8.03K +$8.03K +190 New
HWA
150
HHM Wealth Advisors
Tennessee
$7.32K – – –
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