FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

122 hedge funds and large institutions have $250M invested in Fidelity MSCI Utilities Index ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
47
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$37.4M
2
FI
2
FormulaFolio Investments
Michigan
$31.5M
3
KAS
3
Kestra Advisory Services
Texas
$6.22M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.49M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$1.19M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$554K
3
SMG
3
Spectrum Management Group
Indiana
$6K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$660K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.99M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$37.4M 985,188 +985,188 New
FI
2
FormulaFolio Investments
Michigan
$31.5M 830,398 +278,237 +50%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.3M 455,905 +149,247 +49%
TIA
4
Traphagen Investment Advisors
New Jersey
$12.2M 321,746 +25,951 +9%
EC
5
Estate Counselors
Wisconsin
$10.8M 283,860 +30,990 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.49M 250,165 +116,871 +88%
MIS
7
Morningstar Investment Services
Illinois
$9.17M 243,578 -19,075 -7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.99M 210,555 -33,339 -14%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.5M 197,693 +14,406 +8%
Lido Advisors
10
Lido Advisors
California
$6.89M 181,677 -16,221 -8%
Bank of America
11
Bank of America
North Carolina
$6.31M 166,369 +12,162 +8%
KAS
12
Kestra Advisory Services
Texas
$6.22M 164,018 +164,018 New
ASN
13
Advisory Services Network
Georgia
$5.9M 155,465 +2,022 +1%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$5.88M 155,009 -17,104 -10%
MFM
15
Mirsky Financial Management
New York
$5.69M 149,846 +12,261 +9%
FSC
16
Full Sail Capital
Oklahoma
$4.46M 108,638 +23,245 +27%
CWG
17
Cornerstone Wealth Group
North Carolina
$4.15M 109,308 +42,092 +63%
LPL Financial
18
LPL Financial
California
$4M 105,415 -3,244 -3%
FHA
19
Flagship Harbor Advisors
Massachusetts
$3.69M 97,335 +44,421 +84%
DFG
20
Demars Financial Group
Washington
$2.83M 74,609 +264 +0.4%
IA
21
IFG Advisory
Georgia
$2.73M 71,991 +1,359 +2%
FA
22
Fortis Advisors
Pennsylvania
$2.64M 69,696 +38,668 +125%
Wells Fargo
23
Wells Fargo
California
$2.07M 54,414 +38,503 +242%
Truist Financial
24
Truist Financial
North Carolina
$1.89M 49,892 +3,588 +8%
Citadel Advisors
25
Citadel Advisors
Florida
$1.6M 42,128 +7,691 +22%
1
2 3 4 5