FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

87 hedge funds and large institutions have $210M invested in Fidelity MSCI Utilities Index ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
20
Increased
33
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$13.8M
2
FI
2
FormulaFolio Investments
Michigan
$13.7M
3
MA
3
Mutual Advisors
Nebraska
$13.4M
4
EC
4
Estate Counselors
Wisconsin
$11M
5
RWP
5
RWA Wealth Partners
Massachusetts
$10.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.8M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.64M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.8M 750,984 -1,351,164 -64%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.3M 530,835 -1,190,136 -69%
MIS
3
Morningstar Investment Services
Illinois
$13.8M 359,896 +359,896 New
FI
4
FormulaFolio Investments
Michigan
$13.7M 357,512 +357,512 New
MA
5
Mutual Advisors
Nebraska
$13.4M 350,373 +350,373 New
EC
6
Estate Counselors
Wisconsin
$11M 287,750 +287,750 New
RWP
7
RWA Wealth Partners
Massachusetts
$10.2M 266,837 +266,837 New
ASN
8
Advisory Services Network
Georgia
$8.36M 218,290 +87,138 +66%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.66M 199,946 +75,844 +61%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$6.64M 173,433 -110,424 -39%
KCM
11
Karp Capital Management
California
$5.54M 144,586 +15,243 +12%
SPC
12
Sigma Planning Corp
Michigan
$4.89M 127,768 -37,433 -23%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.54M 118,941 -792 -0.7%
Lido Advisors
14
Lido Advisors
California
$4.36M 113,825 +15,411 +16%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.24M 110,600 -77,862 -41%
SSW
16
Smith Shellnut Wilson
Mississippi
$4.21M 109,875 +16,768 +18%
MFM
17
Mirsky Financial Management
New York
$4.03M 105,191 +105,191 New
VC
18
Vicus Capital
Pennsylvania
$3.77M 98,526 +1,890 +2%
SCI
19
Stableford Capital II
Arizona
$3.77M 98,404 +44,223 +82%
NR
20
Newfound Research
Massachusetts
$2.99M 77,971 -10,397 -12%
Morgan Stanley
21
Morgan Stanley
New York
$2.94M 76,746 -24,613 -24%
FSC
22
Full Sail Capital
Oklahoma
$2.44M 63,695 +24,755 +64%
Bank of America
23
Bank of America
North Carolina
$2.32M 60,524 -17,193 -22%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.94M 50,690 -954 -2%
NFG
25
Next Financial Group
Texas
$1.92M 50,217 +49,464 +6,569%
1
2 3 4