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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

172 hedge funds and large institutions have $879M invested in Fidelity MSCI Utilities Index ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 27 closing their positions.

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.91%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
54
Reduced
48
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$616M
2
HAS
2
HBW Advisory Services
California
$5.33M
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$4.05M
4
BBL
4
Beck Bode LLC
Massachusetts
$4.11M
5
FAM
5
Forte Asset Management
New York
$2.85M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.12M
3
BCM
3
Beaumont Capital Management
Massachusetts
$0
4
RWP
4
RWA Wealth Partners
Massachusetts
$0
5
Lido Advisors
5
Lido Advisors
California
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$616M 13,643,677 +10,390,767 +319%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.3M 471,167 -12,690 -3%
FFA
3
Fragasso Financial Advisors
Pennsylvania
$18.4M 408,700 +207 +0.1%
Lido Advisors
4
Lido Advisors
California
$15.6M 345,308 -49,790 -13%
Osaic Holdings
5
Osaic Holdings
Arizona
$15.3M 338,017 +12,191 +4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$12M 266,486 +35,218 +15%
LPL Financial
7
LPL Financial
California
$9.85M 218,204 -14,840 -6%
ASN
8
Advisory Services Network
Georgia
$8.43M 186,788 +41,980 +29%
FSC
9
Full Sail Capital
Oklahoma
$8.42M 186,562 +3,368 +2%
BCM
10
Brookstone Capital Management
Illinois
$8.18M 181,848 -29,399 -14%
HighTower Advisors
11
HighTower Advisors
Illinois
$7.45M 165,328 +393 +0.2%
SSW
12
Smith Shellnut Wilson
Mississippi
$6.63M 146,807 -29,998 -17%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.12M 135,617 -203,452 -60%
Morgan Stanley
14
Morgan Stanley
New York
$5.77M 127,831 +50,468 +65%
EC
15
Estate Counselors
Wisconsin
$5.6M 124,040 +3,000 +2%
HAS
16
HBW Advisory Services
California
$5.33M 118,088 +118,088 New
FA
17
Fortis Advisors
Pennsylvania
$5.11M 131,075 +13,542 +12%
IA
18
IFG Advisory
Georgia
$4.81M 106,555 -737 -0.7%
BBL
19
Beck Bode LLC
Massachusetts
$4.11M 91,096 +79,596 +692%
HGWM
20
Harvest Group Wealth Management
Massachusetts
$4.05M 85,631 +85,631 New
NA
21
NewEdge Advisors
Louisiana
$4M 88,665 +7,693 +10%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$3.82M 84,727 +176 +0.2%
SIA
23
Soltis Investment Advisors
Utah
$3.44M 76,235 +52,347 +219%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.19M 70,618 +43,322 +159%
DFG
25
Demars Financial Group
Washington
$3.11M 68,860 -5,143 -7%
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