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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

173 hedge funds and large institutions have $460M invested in Fidelity MSCI Utilities Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 23 closing their positions.

Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
60
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$12.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.06M
3
QAM
3
Q3 Asset Management
Michigan
$5.09M
4
RWP
4
RWA Wealth Partners
Massachusetts
$3.14M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.51M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$9M
2
Bank of America
2
Bank of America
North Carolina
$190M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.69M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$190M 4,330,899 -172,807 -4%
AWM
2
AE Wealth Management
Kansas
$24.1M 547,567 +13,515 +3%
Lido Advisors
3
Lido Advisors
California
$22.8M 519,537 +11,002 +2%
KAS
4
Kestra Advisory Services
Texas
$12.1M 289,019 +246,894 +586%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.7M 266,398 +1,726 +0.7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.3M 256,320 -6,586 -3%
LPL Financial
7
LPL Financial
California
$11.3M 256,256 -498 -0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.98M 227,048 -7,516 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$9.97M 226,878 +11,819 +5%
Morgan Stanley
10
Morgan Stanley
New York
$9.59M 218,120 +11,946 +6%
HighTower Advisors
11
HighTower Advisors
Illinois
$9.06M 206,413 +174,223 +541%
TIA
12
Traphagen Investment Advisors
New Jersey
$9M 204,627 -615,494 -75%
BCM
13
Brookstone Capital Management
Illinois
$7.28M 160,448 +13,112 +9%
IA
14
IFG Advisory
Georgia
$5.93M 134,890 +3,585 +3%
QAM
15
Q3 Asset Management
Michigan
$5.09M 115,833 +115,833 New
ASN
16
Advisory Services Network
Georgia
$4.66M 106,008 +125 +0.1%
EC
17
Estate Counselors
Wisconsin
$4.47M 101,640 +110 +0.1%
RCYC
18
Richard C. Young & Co
Rhode Island
$3.48M 79,193 -1,482 -2%
VA
19
Valmark Advisers
Ohio
$3.42M 77,713 +1,794 +2%
MFG
20
Monumental Financial Group
Maryland
$3.39M 77,137 +8,707 +13%
RWP
21
RWA Wealth Partners
Massachusetts
$3.14M 71,440 +71,440 New
CSIA
22
Conrad Siegel Investment Advisors
Pennsylvania
$3.03M 68,933 -6,106 -8%
LIA
23
LifePlan Investment Advisors
North Carolina
$2.96M 67,243 +1,351 +2%
FA
24
Fortis Advisors
Pennsylvania
$2.55M 58,099 -216 -0.4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.51M 56,992 +46,830 +461%
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