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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

172 hedge funds and large institutions have $879M invested in Fidelity MSCI Utilities Index ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
54
Reduced
48
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$616M
2
HAS
HBW Advisory Services
California
$5.33M
3
HGWM
Harvest Group Wealth Management
Massachusetts
$4.05M
4
BBL
Beck Bode LLC
Massachusetts
$4.11M
5
SIA
Soltis Investment Advisors
Utah
$3.44M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.12M
3
BCM
Beaumont Capital Management
Massachusetts
$0
4
RWP
RWA Wealth Partners
Massachusetts
$0
5
Lido Advisors
Lido Advisors
California
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
151
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
TCWM
152
Total Clarity Wealth Management
Illinois
$5K +$5K +101 New
CWP
153
Concord Wealth Partners
Virginia
$4K – – –
ACK
154
Andrew C. Karlinski
$4K – – –
LFG
155
Larson Financial Group
Missouri
$4K +$4K +92 New
AIA
156
Armor Investment Advisors
North Carolina
$2K – – –
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$1.17K – – –
HNB
158
Huntington National Bank
Ohio
$1K – – –
PFBT
159
Parkside Financial Bank & Trust
Missouri
$1K – – –
FMTCOCP
160
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
KFI
161
Key Financial Inc
Pennsylvania
$1K – – –
EW
162
Element Wealth
Mississippi
$1K – – –
AWM
163
Activest Wealth Management
Florida
$1K – – –
BTI
164
Blue Trust Inc
Georgia
$1K +$1K +31 New
RIM
165
Rockbridge Investment Management
New York
$407 +$407 +9 New
Truist Financial
166
Truist Financial
North Carolina
– -$12.9M -268,165 Closed
BCM
167
Beaumont Capital Management
Massachusetts
– -$6.99M -145,900 Closed
RWP
168
RWA Wealth Partners
Massachusetts
– -$5.91M -123,375 Closed
Mariner
169
Mariner
Kansas
– -$1.49M -31,123 Closed
PCS
170
Personal CFO Solutions
New Jersey
– -$1.32M -27,609 Closed
Millennium Management
171
Millennium Management
New York
– -$1.14M -23,724 Closed
PAG
172
Private Advisor Group
New Jersey
– -$750K -15,640 Closed
BPA
173
Beacon Pointe Advisors
California
– -$535K -11,164 Closed
SFG
174
Sowa Financial Group
Rhode Island
– -$469K -9,785 Closed
RCAG
175
Rehmann Capital Advisory Group
Michigan
– -$267K -5,579 Closed
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