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Fidelity MSCI Utilities Index ETF (FUTY) Institutional Ownership

Fidelity MSCI Utilities Index ETF logo
$52.79 -0.07 (-0.13%)
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$371.79M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$85.85M
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FUTY Institutional Buying and Selling by Quarter

Fidelity MSCI Utilities Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/2/2025 Modern Wealth Management LLC64,787$3.30M0.1%+2.1%0.189%
5/21/2025 Schmidt P J Investment Management Inc.6,203$316K0.1%-50.9%0.018%
5/16/2025 Goldman Sachs Group Inc.10,771$549K0.0%-65.8%0.031%
5/16/2025 Jones Financial Companies Lllp642$31K0.0%-84.2%0.002%
5/16/2025 NewEdge Advisors LLC63,466$3.23M0.0%+17.4%0.185%
5/15/2025 Royal Bank of Canada14,787$754K0.0%-21.6%0.043%
5/15/2025 Centric Wealth Management54,117$2.76M0.7%+18.8%0.158%
5/15/2025 Beck Bode LLC15,480$789K0.1%-15.4%0.045%
5/14/2025 CreativeOne Wealth LLC11,931$608K0.0%+3.0%0.035%
5/14/2025 Full Sail Capital LLC30,891$1.57M0.1%-3.0%0.090%
5/14/2025 Northwestern Mutual Wealth Management Co.75,681$3.86M0.0%-8.5%0.220%
5/14/2025 Kestra Advisory Services LLC362,114$18.45M0.1%+9.3%1.054%
5/13/2025 Raymond James Financial Inc.91,785$4.68M0.0%+50.5%0.272%
5/13/2025 Kovitz Investment Group Partners LLC49,508$2.52M0.0%+44.6%0.147%
5/13/2025 Heck Capital Advisors LLC27,696$1.41M0.2%+132.8%0.082%
5/13/2025 HighTower Advisors LLC251,075$12.79M0.0%+15.3%0.745%
5/12/2025 Atlas Capital Advisors Inc.38,191$1.95M0.2%-6.9%0.113%
5/12/2025 Beam Wealth Advisors Inc.15,941$812K0.3%-9.2%0.047%
5/9/2025 Atria Wealth Solutions Inc.19,035$970K0.0%+6.2%0.056%
5/9/2025 Commonwealth Equity Services LLC370,786$18.89M0.0%+13.4%1.100%
5/8/2025 IFG Advisory LLC147,857$7.53M0.4%+2.7%0.439%
5/8/2025 Harbour Investments Inc.18,178$926K0.0%+7.0%0.054%
5/8/2025 Arkadios Wealth Advisors83,354$4.25M0.2%+1,476.0%0.247%
5/8/2025 Independence Financial Advisors LLC7,075$360K0.1%N/A0.021%
5/7/2025 Financial Management Network Inc.12,871$611K0.1%-19.3%0.038%
5/7/2025 Galvin Gaustad & Stein LLC7,300$372K0.0%-41.2%0.022%
5/7/2025 LPL Financial LLC540,311$27.53M0.0%+14.9%1.603%
5/7/2025 Investment Management Corp VA ADV22,951$1.17M1.1%-2.2%0.068%
5/6/2025 Cetera Investment Advisers39,592$2.02M0.0%+13.4%0.117%
5/6/2025 Avantax Advisory Services Inc.37,359$1.90M0.0%-13.4%0.111%
5/6/2025 Lifeworks Advisors LLC33,554$1.71M0.3%+10.1%0.100%
5/6/2025 AE Wealth Management LLC871,258$44.39M0.4%+14.7%2.585%
5/6/2025 VCI Wealth Management LLC6,962$355K0.1%-18.5%0.021%
5/6/2025 PFG Advisors14,519$740K0.0%+16.9%0.043%
5/5/2025 J.W. Cole Advisors Inc.16,578$845K0.0%-16.7%0.049%
5/5/2025 Kestra Private Wealth Services LLC4,663$238K0.0%N/A0.014%
5/5/2025 Private Advisor Group LLC22,166$1.13M0.0%-2.5%0.066%
5/5/2025 Nwam LLC21,539$1.10M0.1%+1.0%0.064%
5/2/2025 Richard C. Young & CO. LTD.74,803$3.81M0.4%-4.1%0.222%
5/2/2025 Kingsview Wealth Management LLC5,453$278K0.0%-19.6%0.016%
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5/2/2025 Trail Ridge Investment Advisors LLC8,329$424K0.2%-20.9%0.025%
5/2/2025 Apollon Wealth Management LLC111,358$5.67M0.1%+7.0%0.330%
5/2/2025 Sigma Planning Corp33,846$1.72M0.1%+24.9%0.100%
5/1/2025 Q3 Asset Management19,617$999K0.7%+340.0%0.058%
5/1/2025 Grant GrossMendelsohn LLC61,444$3.12M1.7%N/A0.182%
4/30/2025 Crossmark Global Holdings Inc.17,277$879K0.0%N/A0.051%
4/29/2025 Envestnet Asset Management Inc.104,573$5.33M0.0%-4.5%0.310%
4/29/2025 Elite Financial Inc.17,846$909K0.5%-6.3%0.053%
4/29/2025 Capital Investment Advisory Services LLC26,439$1.35M0.1%+3.4%0.078%
4/29/2025 Brookstone Capital Management82,523$4.21M0.1%-14.5%0.245%
4/28/2025 D.A. Davidson & CO.3,946$201K0.0%N/A0.012%
4/28/2025 Penobscot Wealth Management4,345$221K0.1%N/A0.013%
4/25/2025 Ameritas Advisory Services LLC21,421$1.06M0.0%+6.0%0.064%
4/25/2025 Sovran Advisors LLC5,647$284K0.0%+11.9%0.017%
4/24/2025 Sunbelt Securities Inc.13,068$666K0.1%-2.0%0.039%
4/24/2025 Elevated Capital Advisors LLC13,881$707K0.2%-1.6%0.041%
4/24/2025 Mascoma Wealth Management LLC13,397$683K0.2%+39.7%0.040%
4/24/2025 Jaffetilchin Investment Partners LLC24,025$1.22M0.1%+0.9%0.071%
4/24/2025 Primoris Wealth Advisors LLC22,075$1.13M0.9%-55.3%0.066%
4/23/2025 Creative Financial Designs Inc. ADV7,547$385K0.0%-2.9%0.022%
4/23/2025 Southern Capital Advisors LLC49,859$2.54M1.4%+16.8%0.148%
4/23/2025 Valmark Advisers Inc.90,896$4.63M0.1%+3.8%0.270%
4/22/2025 Yoder Wealth Management Inc.39,549$2.02M1.1%+3.2%0.117%
4/22/2025 Flagship Harbor Advisors LLC4,792$244K0.0%N/A0.014%
4/22/2025 Prairie Wealth Advisors Inc.16,404$836K0.4%+4.8%0.049%
4/22/2025 Cambridge Investment Research Advisors Inc.278,540$14.19M0.0%+2.9%0.827%
4/21/2025 Centennial Wealth Advisory LLC7,108$362K0.1%+8.7%0.021%
4/21/2025 Kingswood Wealth Advisors LLC40,463$2.06M0.1%-37.9%0.122%
4/18/2025 GSB Wealth Management LLC54,301$2.77M0.7%+5.1%0.164%
4/18/2025 Demars Financial Group LLC574,397$29.27M0.1%+5.5%1.730%
4/17/2025 Lynch & Associates IN13,343$680K0.1%+2.8%0.040%
4/17/2025 Smith Shellnut Wilson LLC ADV23,540$1.20M0.5%-2.0%0.071%
4/17/2025 Vicus Capital8,001$408K0.0%+25.9%0.024%
4/17/2025 Sowell Financial Services LLC5,207$265K0.0%N/A0.016%
4/17/2025 Traphagen Investment Advisors LLC69,016$3.52M0.4%-23.6%0.208%
4/17/2025 Fortis Advisors LLC4,930$251K0.2%-18.4%0.015%
4/17/2025 Dynamic Advisor Solutions LLC43,955$2.24M0.1%-2.6%0.132%
4/16/2025 Wealth Enhancement Advisory Services LLC7,835$399K0.0%-30.5%0.024%
4/16/2025 Ballew Advisors Inc7,151$353K0.2%+20.3%0.022%
4/15/2025 Axecap Investments LLC13,723$699K0.6%N/A0.041%
4/15/2025 CX Institutional3,697$188K0.0%N/A0.011%
4/14/2025 Tounjian Advisory Partners LLC11,952$609K0.1%N/A0.036%
4/10/2025 Maltin Wealth Management Inc.44,591$2.27M1.1%+7.2%0.134%
4/9/2025 RFG Advisory LLC14,101$718K0.0%+126.9%0.042%
4/9/2025 Archer Investment Management LLC34,483$1.76M1.2%-5.3%0.104%
4/9/2025 Sweeney & Michel LLC80,782$3.82M1.5%N/A0.243%
4/9/2025 American National Bank & Trust10,064$513K0.1%+40.1%0.030%
4/8/2025 Conrad Siegel Investment Advisors Inc.75,968$3.87M1.0%-3.2%0.229%
4/7/2025 GAMMA Investing LLC9,681$493K0.0%N/A0.029%
4/3/2025 Versant Capital Management Inc524$27K0.0%N/A0.002%
Gold is soaring. Here’s how to get paid from it (Ad)

Gold just broke through $3,300… And while the headlines shout about price targets, something even more powerful is happening behind the scenes… Some investors are using a little-known ETF to collect up to $1,152/month from gold's surge. No trading gold futures. No mining stocks. No vaults. Just a simple fund delivering monthly payouts — like clockwork.

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3/17/2025 Wealth Enhancement Advisory Services LLC11,273$550K0.0%+27.8%0.034%
3/6/2025 Elite Financial Inc.19,046$928K0.5%N/A0.058%
3/4/2025 Smith Shellnut Wilson LLC ADV24,015$1.17M0.5%-46.8%0.073%
2/25/2025 Heck Capital Advisors LLC11,899$580K0.0%N/A0.045%
2/18/2025 Investment Management Corp VA ADV23,469$1.15M1.0%N/A0.089%
2/18/2025 Sunbelt Securities Inc.13,328$650K0.1%-23.5%0.050%
2/18/2025 GTS Securities LLC17,114$835K0.0%N/A0.065%
2/17/2025 Two Sigma Investments LP189,200$9.23M0.0%N/A0.715%
2/17/2025 Snowden Capital Advisors LLC14,711$717K0.0%-2.0%0.056%
2/17/2025 LifePlan Investment Advisors Inc.59,936$2.92M1.8%-3.0%0.227%
(Data available from 1/1/2016 forward)

FUTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FUTY shares?

During the previous two years, 202 institutional investors and hedge funds held shares of Fidelity MSCI Utilities Index ETF. The most heavily invested institutionals were Bank of America Corp DE ($430.29M), AE Wealth Management LLC ($44.39M), Demars Financial Group LLC ($29.27M), LPL Financial LLC ($27.53M), Lido Advisors LLC ($26.78M), Commonwealth Equity Services LLC ($18.89M), and Kestra Advisory Services LLC ($18.45M).Learn more on FUTY's institutional investors.

Which institutional investors have been buying Fidelity MSCI Utilities Index ETF stock?

Of the 172 institutional investors that purchased Fidelity MSCI Utilities Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($4.18M), Demars Financial Group LLC ($562.93K), BNP Paribas Financial Markets ($279.42K), LPL Financial LLC ($275.46K), AE Wealth Management LLC ($271.94K), Aptus Capital Advisors LLC ($271.02K), and Two Sigma Investments LP ($189.20K).

How much institutional buying is happening at Fidelity MSCI Utilities Index ETF?

Institutional investors have bought a total of 9,271,242 shares in the last 24 months. This purchase volume represents approximately $440.06M in transactions.

Which Fidelity MSCI Utilities Index ETF major shareholders have been selling company stock?

Of the 107 institutional investors that sold Fidelity MSCI Utilities Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Traphagen Investment Advisors LLC ($751.11K), Q3 Asset Management ($319.07K), Commonwealth Equity Services LLC ($222.23K), BNP Paribas Arbitrage SNC ($196.43K), Envestnet Asset Management Inc. ($145.27K), HBW Advisory Services LLC ($139.21K), and Smith Shellnut Wilson LLC ADV ($116.06K).

How much institutional selling is happening at Fidelity MSCI Utilities Index ETF?

Institutional investors have sold a total of 3,383,039 shares in the last 24 months. This volume of shares sold represents approximately $150.07M in transactions.



This page (NYSEARCA:FUTY) was last updated on 6/13/2025 by MarketBeat.com Staff
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