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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

167 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Utilities Index ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-8
Holders Change %
-4.57%
% of All Funds
2.67%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
18
Increased
51
Reduced
67
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Rational Advisors
New York
$70.2M
2
Bank of America
2
Bank of America
North Carolina
$977M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$22.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$6.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.58M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$1.12K
5
SCI
5
Stableford Capital II
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
151
Farmers & Merchants Investments Inc
Nebraska
$4.56K – – –
PFBT
152
Parkside Financial Bank & Trust
Missouri
$3.77K – – –
CWP
153
Concord Wealth Partners
Virginia
$3.68K -$12.3K -280 -77%
CSPIA
154
Cary Street Partners Investment Advisory
Virginia
$3.33K – – –
CB
155
Centennial Bank
Arkansas
$2.98K – – –
AWM
156
Activest Wealth Management
Florida
$1.81K +$1.81K +42 New
KFI
157
Key Financial Inc
Pennsylvania
$1.18K – – –
HGWM
158
Harvest Group Wealth Management
Massachusetts
$1.12K -$3.95M -88,408 -100%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$1.01K -$833 -19 -45%
FMTCOCP
160
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
RF
161
Robbins Farley
New Hampshire
$965 +$132 +3 +16%
EW
162
Element Wealth
Mississippi
$927 – – –
WP
163
WealthPLAN Partners
Nebraska
$482 +$482 +11 New
GI
164
Gradient Investments
Minnesota
$394 – – –
AIA
165
Armor Investment Advisors
North Carolina
$88 -$1.32K -30 -94%
SCI
166
Stableford Capital II
Arizona
– -$3.04M -65,763 Closed
BFA
167
Beaumont Financial Advisors
Massachusetts
– -$2.39M -52,381 Closed
Citadel Advisors
168
Citadel Advisors
Florida
– -$1.55M -34,114 Closed
VCM
169
Virtue Capital Management
Tennessee
– -$1.19M -26,189 Closed
QAM
170
Q3 Asset Management
Michigan
– -$925K -20,308 Closed
EFS
171
Essex Financial Services
Connecticut
– -$410K -8,998 Closed
PAS
172
Park Avenue Securities
New York
– -$363K -7,971 Closed
BB
173
Busey Bank
Illinois
– -$306K -6,800 Closed
SAM
174
Secure Asset Management
Michigan
– -$278K -6,109 Closed
EFM
175
Eley Financial Management
Vermont
– -$234K -5,127 Closed
4 5 6
7
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