FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

120 hedge funds and large institutions have $239M invested in Fidelity MSCI Utilities Index ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 13 closing their positions.

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
30
Increased
49
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
1
Demars Financial Group
Washington
$3.36M
2
NCM
2
Niemann Capital Management
Nevada
$2.11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.62M
4
NAM
4
NorthCoast Asset Management
Connecticut
$1.85M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.56M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$0
2
KCM
2
Karp Capital Management
California
$4.53M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$743K
4
VC
4
Vicus Capital
Pennsylvania
$0
5
SCI
5
Stableford Capital II
Arizona
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.6M 580,721 -48,149 -8%
BFA
2
Beaumont Financial Advisors
Massachusetts
$17.7M 419,076 -61,603 -13%
MIS
3
Morningstar Investment Services
Illinois
$16.2M 383,053 +3,806 +1%
EC
4
Estate Counselors
Wisconsin
$14.3M 339,170 +5,600 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.71M 229,533 -39,461 -15%
ASN
6
Advisory Services Network
Georgia
$9.11M 215,306 -22,181 -9%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$7.62M 180,231 +46,943 +35%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.56M 178,606 +39,563 +28%
Lido Advisors
9
Lido Advisors
California
$7.39M 174,669 +29,823 +21%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$6.32M 149,678 -62,310 -29%
Morgan Stanley
11
Morgan Stanley
New York
$6.2M 146,589 +7,764 +6%
MFM
12
Mirsky Financial Management
New York
$4.89M 115,514 +6,150 +6%
IA
13
IFP Advisors
Florida
$4.85M 115,369 +28,603 +33%
KCM
14
Karp Capital Management
California
$4.53M 107,001 -105,360 -50%
SSW
15
Smith Shellnut Wilson
Mississippi
$4.49M 106,239 -1,867 -2%
FSC
16
Full Sail Capital
Oklahoma
$4.05M 89,861 +7,850 +10%
LPL Financial
17
LPL Financial
California
$3.9M 92,243 +5,058 +6%
Bank of America
18
Bank of America
North Carolina
$3.79M 89,588 +549 +0.6%
BCM
19
Brookstone Capital Management
Illinois
$3.53M 83,349 +10,910 +15%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.36M 79,395 -61,406 -44%
DFG
21
Demars Financial Group
Washington
$3.36M 79,373 +79,373 New
MA
22
Mutual Advisors
Nebraska
$2.89M 68,286 -2,247 -3%
AG
23
Advisor Group
Arizona
$2.63M 62,137 +8,999 +17%
SPC
24
Sigma Planning Corp
Michigan
$2.54M 59,934 +4,319 +8%
IA
25
IFG Advisory
Georgia
$2.4M 56,687 +4,062 +8%
1
2 3 4 5