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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

170 hedge funds and large institutions have $971M invested in Fidelity MSCI Utilities Index ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
59
Reduced
63
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
Traphagen Investment Advisors
New Jersey
$38.7M
2
Morgan Stanley
Morgan Stanley
New York
$12.7M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.69M
4
AWM
AE Wealth Management
Kansas
$10M
5
Jane Street
Jane Street
New York
$3.84M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$651M
2
RA
Rational Advisors
New York
$48.7M
3
Wells Fargo
Wells Fargo
California
$786K
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$18.1M
5
SSW
Smith Shellnut Wilson
Mississippi
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
151
Larson Financial Group
Missouri
$5.08K – – –
PA
152
Parallel Advisors
California
$4.93K -$11.2K -296 -69%
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$3.94K – – –
CCP
154
Carmel Capital Partners
California
$3.94K +$3.94K +104 New
KFI
155
Key Financial Inc
Pennsylvania
$2.77K +$1.74K +46 +170%
S
156
SignatureFD
Georgia
$2.66K +$2.66K +70 New
CB
157
Centennial Bank
Arkansas
$2.58K – – –
CWP
158
Concord Wealth Partners
Virginia
$2.39K -$607 -16 -20%
AWM
159
Activest Wealth Management
Florida
$1.39K +$1.39K +37 New
SWM
160
Spire Wealth Management
Virginia
$1.11K +$1.11K +29 New
RF
161
Robbins Farley
New Hampshire
$1.02K +$76 +2 +8%
FMTCOCP
162
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
EW
163
Element Wealth
Mississippi
$816 +$37 +1 +5%
PMFA
164
Plante Moran Financial Advisors
Michigan
$720 +$720 +19 New
ACA
165
Aptus Capital Advisors
Alabama
$683 – – –
PFBT
166
Parkside Financial Bank & Trust
Missouri
$456 – – –
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
$417 – – –
GI
168
Gradient Investments
Minnesota
$341 – – –
AIA
169
Armor Investment Advisors
North Carolina
$76 – – –
PG
170
Prostatis Group
Maryland
– -$49K -48,962 Closed
Ameriprise
171
Ameriprise
Minnesota
– -$2.15M -46,932 Closed
SCA
172
Southern Capital Advisors
Tennessee
– -$1.54M -36,418 Closed
FTS
173
Fifth Third Securities
Ohio
– -$813K -19,224 Closed
AT
174
American Trust
Kentucky
– -$502K -11,169 Closed
FAM
175
Forte Asset Management
New York
– -$469K -11,095 Closed
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