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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

124 hedge funds and large institutions have $175M invested in Fidelity MSCI Utilities Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
40
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$9.64M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.22M
3
SSW
3
Smith Shellnut Wilson
Mississippi
$8.37M
4
VC
4
Vicus Capital
Pennsylvania
$3.57M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.88M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$444K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.58M
3
KCM
3
Karp Capital Management
California
$0
4
IA
4
IFP Advisors
Florida
$89K
5
MIS
5
Morningstar Investment Services
Illinois
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
Estate Counselors
Wisconsin
$12.3M 341,300 +2,130 +0.6%
MIS
2
Morningstar Investment Services
Illinois
$10.6M 284,911 -98,142 -26%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.88M 274,971 +96,365 +54%
TIA
4
Traphagen Investment Advisors
New Jersey
$9.64M 268,298 +268,298 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.09M 253,068 +23,535 +10%
SSW
6
Smith Shellnut Wilson
Mississippi
$8.37M 232,867 +126,628 +119%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.22M 200,444 +200,444 New
Lido Advisors
8
Lido Advisors
California
$6.74M 187,587 +12,918 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.58M 183,055 -397,666 -68%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.56M 182,679 +2,448 +1%
ASN
11
Advisory Services Network
Georgia
$5.34M 148,534 -66,772 -31%
MA
12
Mutual Advisors
Nebraska
$4.5M 125,261 +56,975 +83%
MFM
13
Mirsky Financial Management
New York
$4.08M 113,605 -1,909 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.83M 106,728 +27,333 +34%
Bank of America
15
Bank of America
North Carolina
$3.59M 100,013 +10,425 +12%
VC
16
Vicus Capital
Pennsylvania
$3.57M 99,483 +99,483 New
LPL Financial
17
LPL Financial
California
$3.43M 95,519 +3,276 +4%
DFG
18
Demars Financial Group
Washington
$2.91M 80,928 +1,555 +2%
BCM
19
Brookstone Capital Management
Illinois
$2.52M 70,163 -13,186 -16%
FSC
20
Full Sail Capital
Oklahoma
$2.5M 68,628 -21,233 -24%
SPC
21
Sigma Planning Corp
Michigan
$2.22M 61,659 +1,725 +3%
IA
22
IFG Advisory
Georgia
$2.2M 61,159 +4,472 +8%
CWG
23
Cornerstone Wealth Group
North Carolina
$2.18M 60,664 +10,047 +20%
Morgan Stanley
24
Morgan Stanley
New York
$1.96M 54,425 -92,164 -63%
Goldman Sachs
25
Goldman Sachs
New York
$1.64M 45,521 +31,007 +214%
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