FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

96 hedge funds and large institutions have $220M invested in Fidelity MSCI Utilities Index ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
46
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Karp Capital Management
California
$8.22M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$1.62M
3
EC
3
Estate Counselors
Wisconsin
$12.9M
4
CL
4
Cabana LLC
Arkansas
$2.25M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.1M

Top Sellers

1
MA
1
Mutual Advisors
Nebraska
$2.81M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.2M
3
RWP
3
RWA Wealth Partners
Massachusetts
$7.95M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$5.37M
5
NR
5
Newfound Research
Massachusetts
$1.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.2M 668,224 -82,760 -11%
BFA
2
Beaumont Financial Advisors
Massachusetts
$21.2M 540,653 +9,818 +2%
MIS
3
Morningstar Investment Services
Illinois
$14.7M 373,413 +13,517 +4%
FI
4
FormulaFolio Investments
Michigan
$14.6M 371,701 +14,189 +4%
EC
5
Estate Counselors
Wisconsin
$12.9M 328,250 +40,500 +14%
ASN
6
Advisory Services Network
Georgia
$9.33M 237,487 +19,197 +9%
KCM
7
Karp Capital Management
California
$8.22M 209,356 +64,770 +45%
RWP
8
RWA Wealth Partners
Massachusetts
$7.95M 202,467 -64,370 -24%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.07M 179,993 -19,953 -10%
Lido Advisors
10
Lido Advisors
California
$5.37M 136,802 +22,977 +20%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$5.37M 136,785 -36,648 -21%
SCI
12
Stableford Capital II
Arizona
$4.81M 122,480 +24,076 +24%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.54M 115,440 -3,501 -3%
SPC
14
Sigma Planning Corp
Michigan
$4.52M 115,122 -12,646 -10%
SSW
15
Smith Shellnut Wilson
Mississippi
$4.33M 110,219 +344 +0.3%
VC
16
Vicus Capital
Pennsylvania
$4.28M 108,911 +10,385 +11%
MFM
17
Mirsky Financial Management
New York
$4.2M 107,051 +1,860 +2%
Morgan Stanley
18
Morgan Stanley
New York
$3.91M 99,483 +22,737 +30%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.81M 96,945 -13,655 -12%
Bank of America
20
Bank of America
North Carolina
$3.24M 82,515 +21,991 +36%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.1M 78,810 +28,120 +55%
FSC
22
Full Sail Capital
Oklahoma
$3.09M 77,265 +13,570 +21%
MA
23
Mutual Advisors
Nebraska
$2.81M 71,467 -278,906 -80%
LNC
24
Lincoln National Corp
Pennsylvania
$2.34M 59,518 +12,962 +28%
CL
25
Cabana LLC
Arkansas
$2.25M 57,048 +30,191 +112%
1
2 3 4 5