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Fidelity MSCI Utilities Index ETF (FUTY) Institutional Ownership

Fidelity MSCI Utilities Index ETF logo
$55.55 -0.22 (-0.39%)
Closing price 08/8/2025 04:10 PM Eastern
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$55.52 -0.03 (-0.05%)
As of 08/8/2025 05:28 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY)

Number of
Institutional Buyers
(last 12 months)
137
Total
Institutional Inflows
(last 12 months)
$384.53M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$94.46M
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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
8/8/2025Rockefeller Capital Management L.P.20,804$1.09M0.0%+26.2%0.060%
8/8/2025Cetera Investment Advisers45,142$2.37M0.0%+14.0%0.129%
8/8/2025Avalon Trust Co4,600$242K0.0%N/A0.013%
8/8/2025Beck Bode LLC9,946$523K0.1%-35.7%0.028%
8/6/2025 AGF Management Ltd.94,719$4.98M0.0%+9.1%0.271%
8/6/2025 AE Wealth Management LLC873,184$45.93M0.3%+0.2%2.498%
8/6/2025 Maltin Wealth Management Inc.46,378$2.44M1.1%+4.0%0.133%
8/6/2025 Aspetuck Financial Management LLC4,485$236K0.2%N/A0.013%
8/6/2025 Stone House Investment Management LLC4,815$253K0.0%N/A0.014%
8/5/2025 Sigma Planning Corp30,925$1.63M0.0%-8.6%0.088%
8/5/2025 Smith Shellnut Wilson LLC ADV24,210$1.27M0.6%+2.8%0.069%
8/5/2025 Trail Ridge Investment Advisors LLC7,958$440K0.2%-4.5%0.023%
8/5/2025 Lifeworks Advisors LLC33,187$1.75M0.3%-1.1%0.095%
8/4/2025 IFG Advisory LLC149,700$7.87M0.4%+1.2%0.428%
8/4/2025 Simon Quick Advisors LLC50,219$2.64M0.1%N/A0.144%
8/4/2025 Prairie Wealth Advisors Inc.16,711$879K0.4%+1.9%0.048%
8/4/2025 Arkadios Wealth Advisors14,648$770K0.0%-82.4%0.042%
8/4/2025 Flagship Harbor Advisors LLC10,831$570K0.0%+126.0%0.031%
8/1/2025 Purkiss Capital Advisors LLC4,044$213K0.1%N/A0.012%
8/1/2025 Rossby Financial LCC5,388$283K0.1%N/A0.015%
8/1/2025 Envestnet Asset Management Inc.101,584$5.34M0.0%-2.9%0.291%
7/31/2025 Glass Jacobson Investment Advisors llc13,247$697K0.3%+4.8%0.038%
7/31/2025 Briaud Financial Planning Inc582$30K0.0%N/A0.002%
7/30/2025 Strategic Blueprint LLC8,934$470K0.0%N/A0.026%
7/30/2025 Brookstone Capital Management12,235$644K0.0%-85.2%0.035%
7/30/2025 D.A. Davidson & CO.4,308$227K0.0%+9.2%0.012%
7/30/2025 Gimbal Financial168,867$8.88M5.5%N/A0.483%
7/30/2025 IMG Wealth Management Inc.639$34K0.0%N/A0.002%
7/30/2025 VCI Wealth Management LLC7,494$394K0.1%+7.6%0.021%
7/30/2025 Demars Financial Group LLC11,284$594K0.2%-98.0%0.032%
7/29/2025 Signature Estate & Investment Advisors LLC13,175$693K0.0%+8.2%0.038%
7/29/2025 Primoris Wealth Advisors LLC46,425$2.44M1.7%+110.3%0.133%
7/28/2025 Harbour Investments Inc.18,565$977K0.0%+2.1%0.053%
7/28/2025 Wilmington Savings Fund Society FSB13,623$717K0.0%+36.7%0.039%
7/28/2025 RFG Advisory LLC19,319$1.02M0.0%+37.0%0.055%
7/25/2025 Atria Wealth Solutions Inc.18,234$961K0.0%-4.2%0.052%
7/25/2025 Apollon Wealth Management LLC118,415$6.23M0.1%+6.3%0.339%
7/24/2025 Eastern Bank1,330$70K0.0%N/A0.004%
7/24/2025 Galvin Gaustad & Stein LLC7,000$368K0.0%-4.1%0.020%
7/24/2025 Blair William & Co. IL6,222$327K0.0%-4.1%0.018%
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7/23/2025 Valmark Advisers Inc.90,030$4.74M0.1%-1.0%0.258%
7/23/2025 Traphagen Investment Advisors LLC66,763$3.51M0.3%-3.3%0.191%
7/23/2025 Kingswood Wealth Advisors LLC41,304$2.17M0.2%+2.1%0.118%
7/23/2025 Heck Capital Advisors LLC27,940$1.47M0.1%+0.9%0.080%
7/22/2025 Mascoma Wealth Management LLC11,565$608K0.1%-13.7%0.033%
7/22/2025 Yoder Wealth Management Inc.41,617$2.19M1.1%+5.2%0.119%
7/21/2025 Ameritas Advisory Services LLC21,706$1.14M0.1%+1.3%0.062%
7/21/2025 Exchange Capital Management Inc.9,242$486K0.1%-2.7%0.026%
7/21/2025 Hilltop National Bank495$26K0.0%N/A0.001%
7/18/2025 Vicus Capital8,869$466K0.0%+10.8%0.025%
7/17/2025 Emerald Advisors LLC13,915$732K0.1%N/A0.040%
7/17/2025 Centennial Wealth Advisory LLC6,636$351K0.1%-6.6%0.019%
7/16/2025 ORG Partners LLC600$32K0.0%N/A0.002%
7/16/2025 Southern Capital Advisors LLC50,344$2.65M1.4%+1.0%0.144%
7/16/2025 Beaumont Financial Advisors LLC58,017$3.05M0.2%-1.2%0.166%
7/16/2025 CX Institutional7,143$376K0.0%+93.2%0.020%
7/16/2025 American National Bank & Trust11,134$586K0.1%+10.6%0.032%
7/15/2025 Lynch & Associates IN13,605$716K0.1%+2.0%0.039%
7/15/2025 Northside Capital Management LLC3,990$210K0.0%N/A0.011%
7/15/2025 GSB Wealth Management LLC54,636$2.87M0.7%+0.6%0.156%
7/14/2025 Conrad Siegel Investment Advisors Inc.74,306$3.91M0.9%-2.2%0.212%
7/14/2025 Sweeney & Michel LLC82,997$4.41M1.6%+2.7%0.237%
7/14/2025 Sowell Financial Services LLC52,017$2.74M0.1%+899.0%0.149%
7/11/2025 CX Institutional7,143$376K0.0%+93.2%0.020%
7/10/2025 Global Financial Private Client LLC10,326$543K0.2%+37.8%0.030%
7/10/2025 Sovran Advisors LLC6,247$327K0.0%+10.6%0.018%
7/9/2025 Dynamic Advisor Solutions LLC43,413$2.28M0.1%-1.2%0.125%
7/9/2025 Archer Investment Management LLC35,559$1.87M1.4%+3.1%0.102%
7/9/2025 Tounjian Advisory Partners LLC11,576$590K0.1%-3.1%0.033%
7/8/2025 Ballew Advisors Inc6,562$346K0.2%-8.2%0.019%
7/7/2025 Nova Wealth Management Inc.1,743$92K0.1%+2,000.0%0.005%
7/2/2025 Marotta Asset Management4,132$217K0.0%N/A0.012%
6/27/2025Goldman Sachs Group Inc.10,771$549K0.0%-65.8%0.031%
6/2/2025Modern 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%
5/16/2025Goldman Sachs Group Inc.10,771$549K0.0%-65.8%0.031%
5/16/2025Jones Financial Companies Lllp642$31K0.0%-84.2%0.002%
5/16/2025NewEdge Advisors LLC63,466$3.23M0.0%+17.4%0.185%
5/15/2025Royal Bank of Canada14,787$754K0.0%-21.6%0.043%
5/15/2025Centric Wealth Management54,117$2.76M0.7%+18.8%0.158%
5/15/2025Beck Bode LLC15,480$789K0.1%-15.4%0.045%
5/14/2025CreativeOne Wealth LLC11,931$608K0.0%+3.0%0.035%
5/14/2025Full Sail Capital LLC30,891$1.57M0.1%-3.0%0.090%
5/14/2025Northwestern Mutual Wealth Management Co.75,681$3.86M0.0%-8.5%0.220%
5/14/2025Kestra Advisory Services LLC362,114$18.45M0.1%+9.3%1.054%
5/13/2025Raymond James Financial Inc.91,785$4.68M0.0%+50.5%0.272%
5/13/2025Kovitz 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%
5/13/2025HighTower Advisors LLC251,075$12.79M0.0%+15.3%0.745%
5/12/2025Atlas Capital Advisors Inc.38,191$1.95M0.2%-6.9%0.113%
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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%
5/8/2025Independence 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%
5/7/2025LPL Financial LLC540,311$27.53M0.0%+14.9%1.603%
(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, 215 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 ($45.93M), LPL Financial LLC ($27.53M), Lido Advisors LLC ($26.78M), Commonwealth Equity Services LLC ($18.89M), Kestra Advisory Services LLC ($18.45M), and Toronto Dominion Bank ($18.11M).Learn more on Fidelity MSCI Utilities Index ETF's institutional investors.

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

Of the 183 institutional investors that purchased Fidelity MSCI Utilities Index ETF's 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 ($272.03K), Aptus Capital Advisors LLC ($271.02K), AE Wealth Management LLC ($222.94K), 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 7,801,032 shares in the last 24 months. This purchase volume represents approximately $384.53M in transactions.

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

Of the 75 institutional investors that sold Fidelity MSCI Utilities Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Demars Financial Group LLC ($563.11K), Q3 Asset Management ($319.07K), Brookstone Capital Management ($152.31K), Traphagen Investment Advisors LLC ($137.86K), Envestnet Asset Management Inc. ($108.13K), Kingswood Wealth Advisors LLC ($70.65K), and Arkadios Wealth Advisors ($69.71K).

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

Institutional investors have sold a total of 1,860,394 shares in the last 24 months. This volume of shares sold represents approximately $94.46M in transactions.



This page (NYSEARCA:FUTY) was last updated on 8/9/2025 by MarketBeat.com Staff
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