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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

170 hedge funds and large institutions have $971M invested in Fidelity MSCI Utilities Index ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 25 closing their positions.

Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
59
Reduced
63
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$38.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.7M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5.69M
4
AWM
4
AE Wealth Management
Kansas
$10M
5
Jane Street
5
Jane Street
New York
$3.84M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$651M
2
RA
2
Rational Advisors
New York
$48.7M
3
Wells Fargo
3
Wells Fargo
California
$786K
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$18.1M
5
SSW
5
Smith Shellnut Wilson
Mississippi
$253K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$651M 17,165,971 -4,027,615 -19%
RA
2
Rational Advisors
New York
$48.7M 1,283,450 -322,535 -20%
TIA
3
Traphagen Investment Advisors
New Jersey
$38.7M 1,021,652 +1,021,652 New
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$18.1M 477,500 -115,500 -19%
Lido Advisors
5
Lido Advisors
California
$15.2M 399,644 -17,974 -4%
Morgan Stanley
6
Morgan Stanley
New York
$12.7M 336,198 +157,276 +88%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.2M 322,001 -80,970 -20%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$11.4M 300,073 +22,793 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$11.2M 294,178 -27,153 -8%
LPL Financial
10
LPL Financial
California
$10.4M 274,438 +31,755 +13%
AWM
11
AE Wealth Management
Kansas
$10M 264,209 +95,986 +57%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.36M 246,746 -32,610 -12%
FSC
13
Full Sail Capital
Oklahoma
$7.18M 189,307 -4,556 -2%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$5.69M 150,112 +114,988 +327%
BCM
15
Brookstone Capital Management
Illinois
$5.37M 142,630 +42,531 +42%
IA
16
IFG Advisory
Georgia
$4.55M 120,000 +4,871 +4%
ASN
17
Advisory Services Network
Georgia
$4.43M 116,766 -368 -0.3%
Jane Street
18
Jane Street
New York
$3.84M 101,300 +47,971 +90%
LIA
19
LifePlan Investment Advisors
North Carolina
$3.5M 92,351 +6,496 +8%
CW
20
Connectus Wealth
Ohio
$3.31M 87,063 +1,301 +2%
FA
21
Fortis Advisors
Pennsylvania
$3.02M 79,602 -66,930 -46%
MFG
22
Monumental Financial Group
Maryland
$2.97M 78,379 +4,764 +6%
DFG
23
Demars Financial Group
Washington
$2.7M 71,289 -1,554 -2%
VA
24
Valmark Advisers
Ohio
$2.66M 70,227 +3,640 +5%
SCI
25
Stableford Capital II
Arizona
$2.56M 66,737 +2 +0%
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