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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

211 hedge funds and large institutions have $815M invested in Fidelity MSCI Utilities Index ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
71
Reduced
60
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$430M
2
ACA
Aptus Capital Advisors
Alabama
$13.2M
3
DFG
Demars Financial Group
Washington
$11.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$9.23M
5
LPL Financial
LPL Financial
California
$22.9M

Top Sellers

1
QAM
Q3 Asset Management
Michigan
$217K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.34M
3
GWA
GGM Wealth Advisors
Maryland
$0
4
RWP
RWA Wealth Partners
Massachusetts
$0
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
Modus Advisors
Minnesota
$13.1K +$13.1K +268 New
HWM
177
HighMark Wealth Management
Minnesota
$12.8K +$7.95K +163 +163%
HCP
178
Hexagon Capital Partners
Arkansas
$12K – – –
Simplex Trading
179
Simplex Trading
Illinois
$12K -$23.7K -505 -66%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$11.8K +$2.49K +51 +27%
AF
181
Advisornet Financial
Minnesota
$11.5K +$97 +2 +0.9%
PCA
182
PMV Capital Advisers
Texas
$10.1K +$10.1K +207 New
CTA
183
Colonial Trust Advisors
South Carolina
$9.75K – – –
BTI
184
Blue Trust Inc
Georgia
$8.08K +$8.08K +166 New
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$7.49K +$7.49K +153 New
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$7.12K +$7.12K +146 New
NFSG
187
Newbridge Financial Services Group
Florida
$5.71K +$5.71K +117 New
AWM
188
Avior Wealth Management
Nebraska
$5.12K +$2.63K +54 +106%
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$3.95K – – –
KFI
190
Key Financial Inc
Pennsylvania
$3.56K – – –
MG
191
Mather Group
Illinois
$3.42K +$3.42K +70 New
CB
192
Centennial Bank
Arkansas
$3.22K – – –
AF
193
Allworth Financial
California
$2.77K -$101K -2,000 -97%
PA
194
PSI Advisors
Florida
$2.44K +$2.44K +50 New
AWM
195
Activest Wealth Management
Florida
$1.84K – – –
FFA
196
Founders Financial Alliance
North Carolina
$1.83K – – –
CWP
197
Concord Wealth Partners
Virginia
$1.41K – – –
RF
198
Robbins Farley
New Hampshire
$1.32K – – –
GSWM
199
Golden State Wealth Management
California
$1.26K +$1.26K +25 New
EW
200
Element Wealth
Mississippi
$1.09K – – –
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8
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