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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 %
ACA
176
Aptus Capital Advisors
Alabama
$735 – – –
PP
177
Pacifica Partners
Canada
$726 +$726 +18 New
PFBT
178
Parkside Financial Bank & Trust
Missouri
$491 – – –
RIM
179
Rockbridge Investment Management
New York
$368 +$368 +9 New
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$327 -$96.5K -2,360 -100%
AIA
181
Armor Investment Advisors
North Carolina
$82 – – –
CW
182
Connectus Wealth
Ohio
– -$3.31M -87,063 Closed
Two Sigma Investments
183
Two Sigma Investments
New York
– -$2.16M -57,000 Closed
SIA
184
Soltis Investment Advisors
Utah
– -$699K -18,435 Closed
AWM
185
Abound Wealth Management
Tennessee
– -$459K -12,092 Closed
FFA
186
Fragasso Financial Advisors
Pennsylvania
– -$444K -11,698 Closed
RWP
187
RWA Wealth Partners
Massachusetts
– -$427K -11,253 Closed
Financial Engines Advisors
188
Financial Engines Advisors
California
– -$422K -11,127 Closed
RSWM
189
Robertson Stephens Wealth Management
California
– -$385K -10,161 Closed
FNC
190
First National Corp
Massachusetts
– -$339K -8,933 Closed
COCM
191
Charter Oak Capital Management
New Hampshire
– -$315K -8,310 Closed
TCM
192
Traynor Capital Management
Pennsylvania
– -$242K -6,387 Closed
PVI
193
Pine Valley Investments
New Jersey
– -$239K -6,293 Closed
CA
194
Calton & Associates
Florida
– -$204K -5,370 Closed
HAS
195
HBW Advisory Services
California
– -$200K -5,275 Closed
MHR
196
Matthew Hamilton Rosenberg
– -$11.6K -306 Closed
CAL
197
Capital Analysts LLC
Pennsylvania
– -$8K -219 Closed
TFGT
198
TS Financial Group (TSFG)
Illinois
– -$6K -170 Closed
CCP
199
Carmel Capital Partners
California
– -$3.94K -104 Closed
PMFA
200
Plante Moran Financial Advisors
Michigan
– -$720 -19 Closed
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