FUTY icon

Fidelity MSCI Utilities Index ETF

195 hedge funds and large institutions have $617M invested in Fidelity MSCI Utilities Index ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+22
Holders Change %
+12.72%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
40
Increased
78
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Prudential Financial
126
Prudential Financial
New Jersey
$247K -$90.5K -1,747 -27%
BCA
127
Bay Colony Advisors
Massachusetts
$244K +$7.36K +142 +3%
HAS
128
HBW Advisory Services
California
$241K -$1.61M -31,073 -87%
TRCT
129
Tower Research Capital (TRC)
New York
$237K -$95.6K -1,844 -29%
CI
130
CX Institutional
Indiana
$232K -$483K -9,320 -68%
DBRC
131
D.B. Root & Company
Pennsylvania
$227K +$227K +4,377 New
PWM
132
Penobscot Wealth Management
Maine
$220K +$220K +4,238 New
GWM
133
Geneos Wealth Management
Colorado
$216K
COCM
134
Charter Oak Capital Management
New Hampshire
$215K +$215K +4,142 New
KPWS
135
Kestra Private Wealth Services
Texas
$207K +$207K +3,995 New
APW
136
Aurora Private Wealth
New Jersey
$207K +$207K +4,001 New
IA
137
Insight Advisors
Pennsylvania
$205K +$205K +3,954 New
Comerica Bank
138
Comerica Bank
Texas
$182K +$24.5K +472 +16%
RL
139
Rogco LP
Oklahoma
$181K -$10.4K -200 -5%
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$163K +$50.5K +975 +45%
GFPC
141
Global Financial Private Client
Florida
$161K +$161K +3,109 New
GRP
142
Global Retirement Partners
California
$127K -$17.9K -346 -12%
CA
143
CoreCap Advisors
Michigan
$124K +$124K +2,401 New
AF
144
Allworth Financial
California
$106K
HNB
145
Huntington National Bank
Ohio
$105K
ANBT
146
American National Bank & Trust
Texas
$91.4K +$7.67K +148 +9%
GEA
147
Glen Eagle Advisors
New Jersey
$83.1K +$14.7K +283 +21%
PS
148
Principal Securities
Iowa
$82.3K +$4.66K +90 +6%
EWM
149
EPG Wealth Management
Georgia
$73.4K +$73.4K +1,417 New
GIA
150
GHP Investment Advisors
Colorado
$67.4K