FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

150 hedge funds and large institutions have $444M invested in Fidelity MSCI Utilities Index ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
28
Increased
62
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.5M
2
RA
2
Rational Advisors
New York
$65.1M
3
KCM
3
Karp Capital Management
California
$5.72M
4
FFA
4
Fragasso Financial Advisors
Pennsylvania
$15.6M
5
Lido Advisors
5
Lido Advisors
California
$14.6M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$10.6M
2
Bank of America
2
Bank of America
North Carolina
$127M
3
KAS
3
Kestra Advisory Services
Texas
$2.58M
4
BCM
4
Brookstone Capital Management
Illinois
$15.5M
5
BCM
5
Beaumont Capital Management
Massachusetts
$6.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$127M 2,748,720 -207,700 -7%
RA
2
Rational Advisors
New York
$65.1M 1,405,020 +317,650 +29%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21.2M 458,348 +8,222 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.5M 400,000 +400,000 New
FFA
5
Fragasso Financial Advisors
Pennsylvania
$15.6M 336,800 +72,340 +27%
BCM
6
Brookstone Capital Management
Illinois
$15.5M 340,477 -86,354 -20%
Lido Advisors
7
Lido Advisors
California
$14.6M 315,304 +32,674 +12%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.1M 240,253 +23,017 +11%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$10.6M 229,255 -235,811 -51%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10.6M 228,831 +11,275 +5%
LPL Financial
11
LPL Financial
California
$10.3M 221,906 -18,449 -8%
Truist Financial
12
Truist Financial
North Carolina
$9.64M 208,206 +18,468 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.16M 197,648 -6,256 -3%
FSC
14
Full Sail Capital
Oklahoma
$7.71M 177,378 +7,977 +5%
BCM
15
Beaumont Capital Management
Massachusetts
$6.8M 146,880 -42,692 -23%
KCM
16
Karp Capital Management
California
$5.72M 123,377 +123,377 New
EC
17
Estate Counselors
Wisconsin
$5.61M 121,040 -20,770 -15%
IA
18
IFG Advisory
Georgia
$4.75M 102,467 +7,305 +8%
ASN
19
Advisory Services Network
Georgia
$4.45M 96,029 +7,826 +9%
FA
20
Fortis Advisors
Pennsylvania
$4.37M 112,356 +1,023 +0.9%
SSW
21
Smith Shellnut Wilson
Mississippi
$4.32M 93,176 +20,802 +29%
MFM
22
Mirsky Financial Management
New York
$3.7M 79,870 +2,061 +3%
KAS
23
Kestra Advisory Services
Texas
$2.58M 55,582 -108,201 -66%
DFG
24
Demars Financial Group
Washington
$2.01M 43,339 -17,584 -29%
VA
25
Valmark Advisers
Ohio
$2M 43,242 +4,413 +11%
1
2 3 4 5