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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

195 hedge funds and large institutions have $617M invested in Fidelity MSCI Utilities Index ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 47 reducing their positions, and 17 closing their positions.

Holders
195
Holders Change
+22
Holders Change %
+12.72%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
40
Increased
78
Reduced
47
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$241M
2
QAM
2
Q3 Asset Management
Michigan
$16.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.92M
4
KWA
4
Kingswood Wealth Advisors
California
$5.76M
5
AWM
5
AE Wealth Management
Kansas
$32.7M

Top Sellers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$6.87M
2
FA
2
Fortis Advisors
Pennsylvania
$312K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
HAS
5
HBW Advisory Services
California
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$241M 4,647,561 +316,662 +7%
AWM
2
AE Wealth Management
Kansas
$32.7M 630,597 +83,030 +15%
Lido Advisors
3
Lido Advisors
California
$27.3M 527,629 +8,092 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.4M 335,282 +78,962 +31%
QAM
5
Q3 Asset Management
Michigan
$16.8M 323,523 +207,690 +179%
LPL Financial
6
LPL Financial
California
$15.5M 300,032 +43,776 +17%
KAS
7
Kestra Advisory Services
Texas
$15.4M 296,960 +7,941 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$14.7M 283,352 +16,954 +6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$13.6M 262,221 +35,343 +16%
Morgan Stanley
10
Morgan Stanley
New York
$12.1M 233,841 +15,721 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.9M 209,717 -17,331 -8%
HighTower Advisors
12
HighTower Advisors
Illinois
$10.8M 208,720 +2,307 +1%
BCM
13
Brookstone Capital Management
Illinois
$8.53M 164,548 +4,100 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$7.92M 152,768 +147,619 +2,867%
IA
15
IFG Advisory
Georgia
$7.18M 138,553 +3,663 +3%
TIA
16
Traphagen Investment Advisors
New Jersey
$6.87M 132,479 -72,148 -35%
KWA
17
Kingswood Wealth Advisors
California
$5.76M 111,117 +111,117 New
EC
18
Estate Counselors
Wisconsin
$5.27M 101,640 – –
MFG
19
Monumental Financial Group
Maryland
$4.8M 92,552 +15,415 +20%
ASN
20
Advisory Services Network
Georgia
$4.66M 106,008 – –
VA
21
Valmark Advisers
Ohio
$4.47M 86,237 +8,524 +11%
RCYC
22
Richard C. Young & Co
Rhode Island
$4.05M 78,126 -1,067 -1%
SM
23
Sweeney & Michel
California
$4M 76,080 +59,633 +363%
GWA
24
GGM Wealth Advisors
Maryland
$3.68M 71,013 +71,013 New
CSIA
25
Conrad Siegel Investment Advisors
Pennsylvania
$3.59M 69,190 +257 +0.4%
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