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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

164 hedge funds and large institutions have $443M invested in Fidelity MSCI Utilities Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 17 closing their positions.

Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
70
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$156M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.9M
4
RWP
4
RWA Wealth Partners
Massachusetts
$5.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.7M

Top Sellers

1
RA
1
Rational Advisors
New York
$0
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.25K
4
BCM
4
Brookstone Capital Management
Illinois
$10.3M
5
KCM
5
Karp Capital Management
California
$2.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$156M 3,252,910 +504,190 +18%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$23.2M 483,857 +25,509 +6%
FFA
3
Fragasso Financial Advisors
Pennsylvania
$19.6M 408,493 +71,693 +21%
Lido Advisors
4
Lido Advisors
California
$18.9M 395,098 +79,794 +25%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M 339,069 +141,421 +72%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.7M 325,826 +85,573 +36%
Truist Financial
7
Truist Financial
North Carolina
$12.9M 268,165 +59,959 +29%
LPL Financial
8
LPL Financial
California
$11.2M 233,044 +11,138 +5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11.1M 231,268 +2,437 +1%
BCM
10
Brookstone Capital Management
Illinois
$10.3M 211,247 -129,230 -38%
FSC
11
Full Sail Capital
Oklahoma
$8.78M 183,194 +5,816 +3%
SSW
12
Smith Shellnut Wilson
Mississippi
$8.47M 176,805 +83,629 +90%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.9M 164,935 +134,678 +445%
BCM
14
Beaumont Capital Management
Massachusetts
$6.99M 145,900 -980 -0.7%
ASN
15
Advisory Services Network
Georgia
$6.94M 144,808 +48,779 +51%
RWP
16
RWA Wealth Partners
Massachusetts
$5.91M 123,375 +123,375 New
EC
17
Estate Counselors
Wisconsin
$5.8M 121,040 – –
IA
18
IFG Advisory
Georgia
$5.14M 107,292 +4,825 +5%
FA
19
Fortis Advisors
Pennsylvania
$4.73M 117,533 +5,177 +5%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$4.05M 84,551 +73,627 +674%
NA
21
NewEdge Advisors
Louisiana
$3.88M 80,972 +53,568 +195%
Morgan Stanley
22
Morgan Stanley
New York
$3.71M 77,363 +48,699 +170%
DFG
23
Demars Financial Group
Washington
$3.55M 74,003 +30,664 +71%
KCM
24
Karp Capital Management
California
$2.95M 61,644 -61,733 -50%
KAS
25
Kestra Advisory Services
Texas
$2.74M 57,096 +1,514 +3%
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