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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

175 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Utilities Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+8
Holders Change %
+4.79%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
25
Increased
60
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$6.14M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$25.1M
3
SCI
Stableford Capital II
Arizona
$2.77M
4
Two Sigma Investments
Two Sigma Investments
New York
$2.53M
5
Osaic Holdings
Osaic Holdings
Arizona
$13.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$896M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.49M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$628K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17M
5
EC
Estate Counselors
Wisconsin
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
151
TS Financial Group (TSFG)
Illinois
$7K +$40 +1 +0.6%
JWA
152
JFS Wealth Advisors
Pennsylvania
$5.71K – – –
LFG
153
Larson Financial Group
Missouri
$5.67K -$10.3K -244 -65%
CCA
154
Column Capital Advisors
Indiana
$5.67K – – –
GWSG
155
GPS Wealth Strategies Group
Colorado
$5.67K +$5.67K +134 New
FMII
156
Farmers & Merchants Investments Inc
Nebraska
$4.4K – – –
CA
157
Centerpoint Advisors
Massachusetts
$4K +$4K +105 New
CWP
158
Concord Wealth Partners
Virginia
$3.34K -$211 -5 -6%
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$3.04K +$3.04K +72 New
CB
160
Centennial Bank
Arkansas
$2.88K – – –
KFI
161
Key Financial Inc
Pennsylvania
$1.14K – – –
RF
162
Robbins Farley
New Hampshire
$1.06K +$127 +3 +14%
VNA
163
Valley National Advisers
Pennsylvania
$1K – – –
FMTCOCP
164
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
EW
165
Element Wealth
Mississippi
$901 – – –
KTC
166
Kistler-Tiffany Companies
Pennsylvania
$804 +$804 +19 New
ACA
167
Aptus Capital Advisors
Alabama
$761 +$761 +18 New
PFBT
168
Parkside Financial Bank & Trust
Missouri
$508 -$3.13K -74 -86%
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$465 -$2.75K -65 -86%
WP
170
WealthPLAN Partners
Nebraska
$465 – – –
OLVIG
171
Oliver Lagore Vanvalin Investment Group
Michigan
$423 +$423 +10 New
GI
172
Gradient Investments
Minnesota
$381 – – –
AIA
173
Armor Investment Advisors
North Carolina
$85 – – –
Citigroup
174
Citigroup
New York
$42 +$42 +1 New
HMS
175
Hanseatic Management Services
New Mexico
– -$1.58M -36,026 Closed
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