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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 %
KCM
176
Karp Capital Management
California
– -$2.08M -49,209 Closed
Jane Street
177
Jane Street
New York
– -$1.1M -26,098 Closed
CI
178
CPR Investments
Michigan
– -$538K -12,741 Closed
AWM
179
Axxcess Wealth Management
California
– -$468K -11,093 Closed
MA
180
Mutual Advisors
Nebraska
– -$461K -10,922 Closed
FIM
181
Freedom Investment Management
Connecticut
– -$394K -9,325 Closed
Renaissance Technologies
182
Renaissance Technologies
New York
– -$380K -9,000 Closed
CW
183
Connectus Wealth
Ohio
– -$351K -8,288 Closed
OPS
184
Orion Portfolio Solutions
Nebraska
– -$350K -8,280 Closed
WWM
185
Western Wealth Management
Colorado
– -$322K -7,644 Closed
AAS
186
Avantax Advisory Services
Texas
– -$278K -6,585 Closed
AIA
187
Acute Investment Advisory
Arizona
– -$266K -6,301 Closed
SS
188
Simplicity Solutions
Minnesota
– -$222K -5,250 Closed
CF
189
Centaurus Financial
California
– -$205K -4,862 Closed
AIP
190
Almanack Investment Partners
Pennsylvania
– -$80K -1,900 Closed
JFGIW
191
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$77K -1,819 Closed
LSA
192
Lansing Street Advisors
Pennsylvania
– -$75K -1,776 Closed
KFS
193
Kelly Financial Services
Massachusetts
– -$9.58K -227 Closed
GT
194
Glenmede Trust
Pennsylvania
– -$8K -210 Closed
AssetMark Inc
195
AssetMark Inc
California
– -$6K -133 Closed
ACK
196
Andrew C. Karlinski
– -$4K -90 Closed
SWM
197
Sugarloaf Wealth Management
Georgia
– -$4K -84 Closed
FPFS
198
First Personal Financial Services
North Carolina
– -$3K -81 Closed
Citigroup
199
Citigroup
New York
– -$1K -12 Closed
FCA
200
FinTrust Capital Advisors
South Carolina
– -$1K -12 Closed
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