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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

173 hedge funds and large institutions have $460M invested in Fidelity MSCI Utilities Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
60
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$12.1M
2
HighTower Advisors
HighTower Advisors
Illinois
$9.06M
3
QAM
Q3 Asset Management
Michigan
$5.09M
4
RWP
RWA Wealth Partners
Massachusetts
$3.14M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.51M

Top Sellers

1
TIA
Traphagen Investment Advisors
New Jersey
$9M
2
Bank of America
Bank of America
North Carolina
$190M
3
Goldman Sachs
Goldman Sachs
New York
$1.69M
4
LNC
Lincoln National Corp
Pennsylvania
$0
5
DAS
Dynamic Advisor Solutions
Arizona
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Allworth Financial
California
$93.3K – – –
EWM
127
EPG Wealth Management
Georgia
$73.8K -$76.3K -1,799 Closed
ANBT
128
American National Bank & Trust
Texas
$71K +$15.5K +352 +28%
IA
129
IFP Advisors
Florida
$69.5K -$35.3K -804 -34%
PS
130
Principal Securities
Iowa
$65.9K – – –
GEA
131
Glen Eagle Advisors
New Jersey
$58.1K – – –
GIA
132
GHP Investment Advisors
Colorado
$57.1K – – –
CFGS
133
Concourse Financial Group Securities
Alabama
$56.8K -$135K -3,068 -70%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$50K +$19.9K +456 +66%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$44.9K +$232 +5 +0.5%
CT
136
Colonial Trust
South Carolina
$36.4K – – –
WT
137
Whittier Trust
California
$34.5K – – –
CP
138
Camelot Portfolios
Ohio
$33.2K +$33.2K +755 New
Citigroup
139
Citigroup
New York
$32.4K +$4.26K +97 +15%
HDIM
140
Hanson & Doremus Investment Management
Vermont
$27K – – –
Franklin Resources
141
Franklin Resources
California
$24.7K – – –
QCG
142
Quadrant Capital Group
Ohio
$22K +$22K +500 New
HNB
143
Hilltop National Bank
Wyoming
$21.8K – – –
1IA
144
1620 Investment Advisors
Massachusetts
$17.6K +$17.6K +400 New
CAM
145
Clarity Asset Management
Iowa
$16.6K +$132 +3 +0.8%
NS
146
NBC Securities
Alabama
$16K – – –
NFSG
147
Newbridge Financial Services Group
Florida
$13.9K – – –
MG
148
Mather Group
Illinois
$11.6K +$11.6K +273 New
HCP
149
Hexagon Capital Partners
Arkansas
$10.9K +$10.9K +247 New
AF
150
Advisornet Financial
Minnesota
$10.2K +$88 +2 +0.9%
4 5
6
7 8