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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

211 hedge funds and large institutions have $815M invested in Fidelity MSCI Utilities Index ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 25 closing their positions.

Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
71
Reduced
60
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$430M
2
ACA
2
Aptus Capital Advisors
Alabama
$13.2M
3
DFG
3
Demars Financial Group
Washington
$11.2M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.23M
5
LPL Financial
5
LPL Financial
California
$22.9M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$217K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.34M
3
GWA
3
GGM Wealth Advisors
Maryland
$0
4
RWP
4
RWA Wealth Partners
Massachusetts
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$4.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$430M 8,822,859 +4,175,298 +90%
AWM
2
AE Wealth Management
Kansas
$37.1M 759,746 +129,149 +20%
Lido Advisors
3
Lido Advisors
California
$26.8M 549,125 +21,496 +4%
LPL Financial
4
LPL Financial
California
$22.9M 470,099 +170,067 +57%
Osaic Holdings
5
Osaic Holdings
Arizona
$16.6M 340,667 +57,315 +20%
KAS
6
Kestra Advisory Services
Texas
$16.2M 331,379 +34,419 +12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.9M 326,888 -8,394 -3%
ACA
8
Aptus Capital Advisors
Alabama
$13.2M 271,021 +271,021 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$13.2M 270,570 +8,349 +3%
DFG
10
Demars Financial Group
Washington
$11.2M 544,358 +532,891 +4,647%
Morgan Stanley
11
Morgan Stanley
New York
$11M 224,734 -9,107 -4%
HighTower Advisors
12
HighTower Advisors
Illinois
$10.6M 217,756 +9,036 +4%
Two Sigma Investments
13
Two Sigma Investments
New York
$9.23M 189,200 +189,200 New
IA
14
IFG Advisory
Georgia
$7.02M 143,930 +5,377 +4%
UBS Group
15
UBS Group
Switzerland
$6.46M 132,493 +68,247 +106%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.34M 109,540 -100,177 -48%
AWM
17
Apollon Wealth Management
South Carolina
$5.07M 104,026 +104,026 New
EC
18
Estate Counselors
Wisconsin
$4.73M 96,905 -4,735 -5%
BCM
19
Brookstone Capital Management
Illinois
$4.71M 96,574 -67,974 -41%
TIA
20
Traphagen Investment Advisors
New Jersey
$4.4M 90,286 -42,193 -32%
VA
21
Valmark Advisers
Ohio
$4.27M 87,594 +1,357 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$4.03M 82,712 -70,056 -46%
ASN
23
Advisory Services Network
Georgia
$4.01M 82,278 -23,730 -22%
AM
24
AGF Management
Ontario, Canada
$3.92M 80,284 +12,236 +18%
CSIA
25
Conrad Siegel Investment Advisors
Pennsylvania
$3.83M 78,468 +9,278 +13%
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