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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

182 hedge funds and large institutions have $694M invested in Fidelity MSCI Utilities Index ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
47
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$17.5M
2
AWM
2
AE Wealth Management
Kansas
$17.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.01M
4
RCYC
4
Richard C. Young & Co
Rhode Island
$3.38M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.74M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$389M
2
RA
2
Rational Advisors
New York
$21.8M
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$8.15M
4
TIA
4
Traphagen Investment Advisors
New Jersey
$35.2M
5
FSC
5
Full Sail Capital
Oklahoma
$1.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$389M 9,514,939 -7,651,032 -45%
TIA
2
Traphagen Investment Advisors
New Jersey
$35.2M 861,263 -160,389 -16%
RA
3
Rational Advisors
New York
$21.8M 534,055 -749,395 -58%
AWM
4
AE Wealth Management
Kansas
$17.7M 449,011 +184,802 +70%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$17.5M 428,452 +278,340 +185%
Lido Advisors
6
Lido Advisors
California
$16.3M 398,531 -1,113 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$15.2M 372,730 +36,532 +11%
LPL Financial
8
LPL Financial
California
$12M 293,938 +19,500 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11M 269,855 -52,146 -16%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.6M 258,952 +12,206 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.2M 249,133 -50,940 -17%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.24M 225,805 -68,373 -23%
Toronto Dominion Bank
13
Toronto Dominion Bank
Ontario, Canada
$8.15M 199,500 -278,000 -58%
BCM
14
Brookstone Capital Management
Illinois
$5.68M 139,041 -3,589 -3%
IA
15
IFG Advisory
Georgia
$5.2M 127,370 +7,370 +6%
Goldman Sachs
16
Goldman Sachs
New York
$5.01M 122,709 +97,103 +379%
EC
17
Estate Counselors
Wisconsin
$4.15M 101,530 +60,620 +148%
LIA
18
LifePlan Investment Advisors
North Carolina
$3.91M 95,587 +3,236 +4%
ASN
19
Advisory Services Network
Georgia
$3.84M 93,865 -22,901 -20%
RCYC
20
Richard C. Young & Co
Rhode Island
$3.38M 82,761 +82,761 New
HighTower Advisors
21
HighTower Advisors
Illinois
$3.28M 80,439 +48,263 +150%
CSIA
22
Conrad Siegel Investment Advisors
Pennsylvania
$3.05M 74,648 +9,640 +15%
VA
23
Valmark Advisers
Ohio
$2.97M 72,738 +2,511 +4%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$2.74M 67,067 +67,067 New
DAS
25
Dynamic Advisor Solutions
Arizona
$2.72M 65,427 +50,841 +349%
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