FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

140 hedge funds and large institutions have $475M invested in Fidelity MSCI Utilities Index ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
54
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$204M
2
BCM
2
Beaumont Capital Management
Massachusetts
$6.75M
3
FFA
3
Fragasso Financial Advisors
Pennsylvania
$3.25M
4
SFS
4
Sowell Financial Services
Arkansas
$3.36M
5
RA
5
Rational Advisors
New York
$2.55M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.99M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
SSW
3
Smith Shellnut Wilson
Mississippi
$3.5M
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$1.98M
5
Truist Financial
5
Truist Financial
North Carolina
$206K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$204M 5,023,817 +4,857,448 +2,920%
Charles Schwab
2
Charles Schwab
California
$40.2M 991,073 +5,885 +0.6%
FI
3
FormulaFolio Investments
Michigan
$32.8M 809,416 -20,982 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.3M 475,496 +19,591 +4%
TIA
5
Traphagen Investment Advisors
New Jersey
$13.4M 330,940 +9,194 +3%
EC
6
Estate Counselors
Wisconsin
$13.4M 330,590 +46,730 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.2M 252,424 +2,259 +0.9%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.65M 237,880 +40,187 +20%
MIS
9
Morningstar Investment Services
Illinois
$8.92M 219,898 -23,680 -10%
Lido Advisors
10
Lido Advisors
California
$8.3M 204,460 +22,783 +13%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.23M 202,675 -7,880 -4%
BCM
12
Beaumont Capital Management
Massachusetts
$6.75M 166,360 +166,360 New
MFM
13
Mirsky Financial Management
New York
$6.58M 162,149 +12,303 +8%
ASN
14
Advisory Services Network
Georgia
$6.37M 157,000 +1,535 +1%
LPL Financial
15
LPL Financial
California
$5.62M 138,547 +33,132 +31%
KAS
16
Kestra Advisory Services
Texas
$5.35M 133,652 -30,366 -19%
FSC
17
Full Sail Capital
Oklahoma
$4.69M 114,234 +5,596 +5%
SSW
18
Smith Shellnut Wilson
Mississippi
$3.5M 86,273 -84,507 -49%
SFS
19
Sowell Financial Services
Arkansas
$3.36M 82,713 +74,602 +920%
FFA
20
Fragasso Financial Advisors
Pennsylvania
$3.25M 80,086 +80,086 New
IA
21
IFG Advisory
Georgia
$3M 73,999 +2,008 +3%
FA
22
Fortis Advisors
Pennsylvania
$2.8M 68,924 -772 -1%
RA
23
Rational Advisors
New York
$2.55M 62,846 +57,626 +1,104%
DFG
24
Demars Financial Group
Washington
$2.4M 59,071 -15,538 -21%
Wells Fargo
25
Wells Fargo
California
$2.18M 53,584 -830 -2%
1
2 3 4 5