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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

182 hedge funds and large institutions have $694M invested in Fidelity MSCI Utilities Index ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
47
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$17.5M
2
AWM
2
AE Wealth Management
Kansas
$17.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.01M
4
RCYC
4
Richard C. Young & Co
Rhode Island
$3.38M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.74M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$389M
2
RA
2
Rational Advisors
New York
$21.8M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$8.15M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$35.2M
5
FSC
5
Full Sail Capital
Oklahoma
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Creekmur Asset Management
Illinois
$143K +$143K +3,510 New
GRP
127
Global Retirement Partners
California
$118K -$58.3K -1,447 -33%
AF
128
Allworth Financial
California
$84K +$2.08K +51 +3%
EWM
129
EPG Wealth Management
Georgia
$69.2K +$348 +9 +0.5%
PS
130
Principal Securities
Iowa
$62.8K +$62.8K +1,537 New
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$59.9K +$10.5K +258 +21%
GEA
132
Glen Eagle Advisors
New Jersey
$58.9K – – –
IA
133
IFP Advisors
Florida
$55.3K -$190K -4,654 -77%
GIA
134
GHP Investment Advisors
Colorado
$53.1K – – –
CT
135
Colonial Trust
South Carolina
$33.8K +$1.63K +40 +5%
ANBT
136
American National Bank & Trust
Texas
$32.2K +$22.8K +557 +242%
WT
137
Whittier Trust
California
$32.1K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$28K +$645 +16 +2%
HDIM
139
Hanson & Doremus Investment Management
Vermont
$25K – – –
Franklin Resources
140
Franklin Resources
California
$23K – – –
BCWM
141
Bartlett & Co Wealth Management
Ohio
$20.5K +$20.5K +500 New
BC
142
Bartlett & Co
Ohio
$20K +$20K +500 New
CAM
143
Clarity Asset Management
Iowa
$15.2K +$15.2K +372 New
NS
144
NBC Securities
Alabama
$15K – – –
NFSG
145
Newbridge Financial Services Group
Florida
$13K – – –
AF
146
Advisornet Financial
Minnesota
$12.3K +$82 +2 +0.7%
AT
147
Avalon Trust
New Mexico
$11.6K – – –
BC
148
Belmont Capital
California
$10.6K -$2.69K -66 -20%
LFG
149
Larson Financial Group
Missouri
$9.56K +$4.09K +100 +75%
Citigroup
150
Citigroup
New York
$9.37K -$12.6K -309 -57%
4 5
6
7 8