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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 %
CFB
201
Cullen/Frost Bankers
Texas
$1.09K – – –
LCM
202
Logan Capital Management
Pennsylvania
$1.06K – – –
CAL
203
Capital Analysts LLC
Pennsylvania
$1K +$450 +9 +82%
RFA
204
Reyes Financial Architecture
California
$975 +$975 +20 New
CAWM
205
Capital A Wealth Management
Pennsylvania
$975 +$975 +20 New
Russell Investments Group
206
Russell Investments Group
United Kingdom
$683 – – –
PFBT
207
Parkside Financial Bank & Trust
Missouri
$586 – – –
DSC
208
Duncker Streett & Co
Missouri
$585 +$585 +12 New
BC
209
Barrett & Company
Rhode Island
$536 +$536 +11 New
CAM
210
Creekmur Asset Management
Illinois
$270 -$45 -1 -14%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$244 -$252K -5,160 -100%
S
212
SignatureFD
Georgia
$204 – – –
GWA
213
GGM Wealth Advisors
Maryland
– -$3.68M -71,013 Closed
RWP
214
RWA Wealth Partners
Massachusetts
– -$3.54M -68,299 Closed
WA
215
Win Advisors
Florida
– -$2.93M -56,508 Closed
CWM
216
Cedar Wealth Management
California
– -$2.05M -39,546 Closed
BBP
217
Banco BTG Pactual
Brazil
– -$1.58M -30,496 Closed
DADC
218
D.A. Davidson & Co
Montana
– -$1.19M -23,018 Closed
BOSSRA
219
B.O.S.S. Retirement Advisors
Utah
– -$815K -15,734 Closed
PSCM
220
Per Stirling Capital Management
Texas
– -$615K -11,869 Closed
SFG
221
Sowa Financial Group
Rhode Island
– -$612K -11,812 Closed
SAM
222
Secure Asset Management
Michigan
– -$447K -8,634 Closed
AWM
223
Axxcess Wealth Management
California
– -$336K -6,487 Closed
FFS
224
Founders Financial Securities
Maryland
– -$289K -5,574 Closed
Prudential Financial
225
Prudential Financial
New Jersey
– -$247K -4,768 Closed
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