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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

179 hedge funds and large institutions have $458M invested in Fidelity MSCI Utilities Index ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 63 reducing their positions, and 21 closing their positions.

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
69
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$21.6M
2
AWM
2
AE Wealth Management
Kansas
$22.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.65M
4
CW
4
Connectus Wealth
Ohio
$3.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$191M
2
RA
2
Rational Advisors
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$467
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$191M 4,503,706 -5,011,233 -53%
TIA
2
Traphagen Investment Advisors
New Jersey
$34.8M 820,121 -41,142 -5%
AWM
3
AE Wealth Management
Kansas
$22.7M 534,052 +85,041 +19%
Lido Advisors
4
Lido Advisors
California
$21.6M 508,535 +110,004 +28%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.2M 264,672 +38,867 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.2M 262,906 -6,949 -3%
LPL Financial
7
LPL Financial
California
$10.9M 256,754 -37,184 -13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.95M 234,564 -24,388 -9%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$9.12M 215,059 -34,074 -14%
Morgan Stanley
10
Morgan Stanley
New York
$8.75M 206,174 -166,556 -45%
Goldman Sachs
11
Goldman Sachs
New York
$8.65M 204,003 +81,294 +66%
BCM
12
Brookstone Capital Management
Illinois
$6.25M 147,336 +8,295 +6%
IA
13
IFG Advisory
Georgia
$5.57M 131,305 +3,935 +3%
ASN
14
Advisory Services Network
Georgia
$4.49M 105,883 +12,018 +13%
EC
15
Estate Counselors
Wisconsin
$4.31M 101,530 – –
RCYC
16
Richard C. Young & Co
Rhode Island
$3.42M 80,675 -2,086 -3%
DAS
17
Dynamic Advisor Solutions
Arizona
$3.28M 77,218 +11,791 +18%
VA
18
Valmark Advisers
Ohio
$3.22M 75,919 +3,181 +4%
CSIA
19
Conrad Siegel Investment Advisors
Pennsylvania
$3.18M 75,039 +391 +0.5%
CW
20
Connectus Wealth
Ohio
$3.1M 72,862 +72,862 New
MFG
21
Monumental Financial Group
Maryland
$2.9M 68,430 +3,073 +5%
LIA
22
LifePlan Investment Advisors
North Carolina
$2.8M 65,892 -29,695 -31%
FA
23
Fortis Advisors
Pennsylvania
$2.47M 58,315 +184 +0.3%
BFA
24
Beaumont Financial Advisors
Massachusetts
$2.35M 55,351 -2,641 -5%
BBL
25
Beck Bode LLC
Massachusetts
$2.2M 51,756 -6,721 -11%
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