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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

182 hedge funds and large institutions have $694M invested in Fidelity MSCI Utilities Index ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
47
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$17.5M
2
AWM
2
AE Wealth Management
Kansas
$17.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.01M
4
RCYC
4
Richard C. Young & Co
Rhode Island
$3.38M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.74M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$389M
2
RA
2
Rational Advisors
New York
$21.8M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$8.15M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$35.2M
5
FSC
5
Full Sail Capital
Oklahoma
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
151
Colonial Trust Advisors
South Carolina
$8.17K – – –
AA
152
Ancora Advisors
Ohio
$7.23K +$7.23K +177 New
HWA
153
HHM Wealth Advisors
Tennessee
$7.07K – – –
GWMIA
154
Global Wealth Management Investment Advisory
Florida
$6.33K -$41.7K -1,020 -87%
RCM
155
Raleigh Capital Management
North Carolina
$5.93K +$5.93K +145 New
JWA
156
JFS Wealth Advisors
Pennsylvania
$5.52K – – –
PA
157
Parallel Advisors
California
$5.31K – – –
AIC
158
Archer Investment Corporation
Indiana
$5.23K +$5.23K +128 New
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$4.25K – – –
PA
160
Pineridge Advisors
Missouri
$4.05K +$4.05K +99 New
BFEC
161
Benjamin F. Edwards & Company
Missouri
$4K +$4K +90 New
CP
162
Castleview Partners
Texas
$3.07K +$3.07K +75 New
KFI
163
Key Financial Inc
Pennsylvania
$2.98K – – –
S
164
SignatureFD
Georgia
$2.87K – – –
CB
165
Centennial Bank
Arkansas
$2.78K – – –
AWM
166
Activest Wealth Management
Florida
$1.51K – – –
CWP
167
Concord Wealth Partners
Virginia
$1.31K -$1.27K -31 -49%
SWM
168
Spire Wealth Management
Virginia
$1.16K – – –
RF
169
Robbins Farley
New Hampshire
$1.15K +$41 +1 +4%
TVAMP
170
Tennessee Valley Asset Management Partners
Tennessee
$1.1K +$1.1K +27 New
FMTCOCP
171
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
SIS
172
Sound Income Strategies
Florida
$981 +$981 +24 New
GI
173
Gradient Investments
Minnesota
$899 +$531 +13 +144%
EW
174
Element Wealth
Mississippi
$885 – – –
LCM
175
Logan Capital Management
Pennsylvania
$863 +$863 +21 New
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7
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