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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

175 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Utilities Index ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
34
Increased
70
Reduced
45
Closed
27
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
GWA
Gibson Wealth Advisors
Texas
$56.7M
2
Bank of America
Bank of America
North Carolina
$951M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.4M
4
Morgan Stanley
Morgan Stanley
New York
$14.4M
5
Ameriprise
Ameriprise
Minnesota
$3.3M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$2.23M
2
VC
Vicus Capital
Pennsylvania
$0
3
QAM
Q3 Asset Management
Michigan
$925K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.9M
5
Citadel Advisors
Citadel Advisors
Florida
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
151
HHM Wealth Advisors
Tennessee
$7.89K – – –
LFG
152
Larson Financial Group
Missouri
$7.75K +$3.56K +78 +85%
SIS
153
Sound Income Strategies
Florida
$7.57K +$7.57K +166 New
RBC
154
Romano Brothers & Co
Illinois
$6.7K +$6.7K +147 New
CCA
155
Column Capital Advisors
Indiana
$6.11K – – –
FMII
156
Farmers & Merchants Investments Inc
Nebraska
$4.74K – – –
PFBT
157
Parkside Financial Bank & Trust
Missouri
$3.92K +$3.37K +74 +617%
RIA
158
Realta Investment Advisors
Delaware
$3.87K – – –
CSPIA
159
Cary Street Partners Investment Advisory
Virginia
$3.46K +$3.46K +76 New
CB
160
Centennial Bank
Arkansas
$3.1K +$3.1K +68 New
US Bancorp
161
US Bancorp
Minnesota
$2.46K -$410 -9 -14%
PO
162
Private Ocean
California
$2.33K +$2.33K +51 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$1.91K +$1.91K +42 New
AIA
164
Armor Investment Advisors
North Carolina
$1.46K – – –
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$1.19K – – –
KFI
166
Key Financial Inc
Pennsylvania
$1.14K – – –
FMTCOCP
167
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
EW
168
Element Wealth
Mississippi
$956 – – –
RF
169
Robbins Farley
New Hampshire
$866 +$866 +19 New
PAG
170
Private Advisor Group
New Jersey
$583 +$583 +12,796 New
HNB
171
Huntington National Bank
Ohio
$410 -$1K – –
GI
172
Gradient Investments
Minnesota
$410 +$410 +9 New
BWL
173
Bogart Wealth LLC
Virginia
$324 +$46 +1 +17%
GRP
174
Global Retirement Partners
California
$228 – – –
VC
175
Vicus Capital
Pennsylvania
– -$9.32M -220,746 Closed
4 5 6
7
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