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Fidelity MSCI Utilities Index ETF (FUTY) Institutional Ownership

Fidelity MSCI Utilities Index ETF logo
$58.98 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$286.46M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$76.17M
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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
6/18/2026Western Wealth Management LLC12,423$734K0.0%+117.7%0.031%
6/3/2026NewEdge Advisors LLC73,751$4.36M0.0%+7.1%0.181%
5/19/2026Western Wealth Management LLC12,423$734K0.0%+117.7%0.031%
5/19/2026NewEdge Advisors LLC51,247$3.03M0.1%-25.6%0.126%
5/19/2026Bank of America Corp DE9,170,828$541.72M0.0%+0.9%22.533%
5/19/2026Centaurus Financial Inc.1,710$101K0.0%N/A0.004%
5/18/2026Royal Bank of Canada28,406$1.68M0.0%+21.0%0.070%
5/18/2026Estate Counselors LLC47,200$2.79M0.2%-35.3%0.116%
5/16/2026Quantinno Capital Management LP4,646$274K0.0%N/A0.011%
5/14/2026Renaissance Technologies LLC7,100$419K0.0%N/A0.017%
5/14/2026Modern Wealth Management LLC12,981$771K0.0%-26.4%0.032%
5/14/2026Lido Advisors LLC570,556$33.70M0.1%-4.5%1.402%
5/13/2026Cetera Investment Advisers250,627$14.81M0.0%+29.9%0.616%
5/12/2026Bellwether Advisors LLC30,473$1.80M0.3%N/A0.075%
5/8/2026Cassaday & Co Wealth Management LLC2,000$118K0.0%N/A0.005%
5/6/2026Simon Quick Advisors LLC52,284$3.09M0.1%+2.4%0.128%
5/6/2026Independent Financial Group LLC21,269$1.26M0.0%N/A0.052%
5/5/2026D.A. Davidson & CO.5,400$319K0.0%+4.5%0.013%
5/5/2026Beaumont Financial Advisors LLC53,356$3.15M0.2%+2.2%0.131%
5/5/2026Bank of New York Mellon Corp54,605$3.23M0.0%+138.3%0.134%
5/5/2026Sanctuary Advisors LLC9,284$548K0.0%-2.5%0.023%
5/5/2026Sigma Planning Corp43,685$2.58M0.1%+1.6%0.107%
5/4/2026HBW Advisory Services LLC3,525$208K0.0%N/A0.009%
5/4/2026Lifeworks Advisors LLC40,667$2.40M0.3%+7.3%0.100%
5/2/2026Valmark Advisers Inc.91,376$5.40M0.1%+0.3%0.225%
5/1/2026Fifth Third Bancorp3,845$227K0.0%+1,593.8%0.009%
5/1/2026Sovran Advisors LLC9,667$584K0.0%+24.0%0.024%
5/1/2026Mascoma Wealth Management LLC11,350$670K0.1%-36.4%0.028%
4/30/2026Elevated Capital Advisors LLC25,704$1.52M0.4%-7.9%0.064%
4/30/2026Kestra Advisory Services LLC552,635$32.64M0.1%+13.7%1.385%
4/30/2026Money Concepts Capital Corp14,333$847K0.0%+97.1%0.036%
4/30/2026Beam Wealth Advisors Inc.13,089$773K0.2%-11.3%0.033%
4/29/2026Axxcess Wealth Management LLC3,769$223K0.0%N/A0.009%
4/24/2026Acorn Financial Advisory Services Inc. ADV3,484$206K0.0%N/A0.009%
4/23/2026Apollon Wealth Management LLC141,953$8.39M0.1%+8.2%0.358%
4/22/2026Yoder Wealth Management Inc.48,013$2.84M1.3%-0.4%0.115%
4/22/2026Realta Investment Advisors5,165$305K0.1%N/A0.012%
4/21/2026VCI Wealth Management LLC3,707$219K0.1%-43.2%0.009%
4/21/2026Maltin Wealth Management Inc.71,207$4.21M1.6%+25.6%0.170%
4/21/2026Grey Ledge Advisors LLC55,846$3.30M0.7%+1.4%0.134%
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4/21/2026Hoge Financial Services LLC3,453$204K0.1%-5.0%0.008%
4/20/2026Kestra Private Wealth Services LLC4,707$278K0.0%+5.5%0.011%
4/20/2026Global Financial Private Client LLC11,180$660K0.2%+1.9%0.027%
4/20/2026Centennial Wealth Advisory LLC8,737$516K0.1%+14.3%0.021%
4/17/2026Financial Management Network Inc.11,967$727K0.1%-2.4%0.029%
4/17/2026Sweeney & Michel LLC90,613$5.42M1.6%+1.8%0.217%
4/17/2026Brookstone Capital Management10,760$636K0.0%-5.6%0.026%
4/16/2026Smith Salley Wealth Management13,635$805K0.0%+1.3%0.033%
4/16/2026Westhampton Capital LLC3,995$236K0.1%N/A0.010%
3/17/2026Rockefeller Capital Management L.P.20,083$1.11M0.0%+5.3%0.051%
3/9/2026Corient Private Wealth LLC5,326$294K0.0%N/A0.013%
3/5/2026Bayban464$26K0.0%N/A0.001%
3/3/2026Targeted Financial Services LLC48,008$2.65M2.3%N/A0.121%
2/20/2026Kovitz Investment Group Partners LLC170,774$9.43M0.2%-11.3%0.431%
2/19/2026Claris Financial LLC7,893$436K0.2%N/A0.020%
2/19/2026Corient Private Wealth LLC4,446$245K0.0%N/A0.011%
2/19/2026Jacobs Equity LLC6,017$332K0.3%N/A0.015%
2/18/2026Mercer Global Advisors Inc. ADV41,410$2.29M0.0%-6.3%0.105%
2/18/2026NewEdge Advisors LLC68,850$3.80M0.0%+6.5%0.174%
2/18/2026Quadrature Capital Ltd97,850$5.40M0.1%N/A0.247%
2/18/2026Asset One Wealth Management LLC6,289$347K0.0%N/A0.016%
2/17/2026Cetera Investment Advisers192,970$10.66M0.0%+98.7%0.487%
2/17/2026Osaic Holdings Inc.711,783$39.33M0.1%-10.3%1.797%
2/17/2026Advisory Services Network LLC6,319$349K0.0%+21.8%0.016%
2/17/2026Royal Bank of Canada23,470$1.30M0.0%+49.2%0.059%
2/17/2026Blair William & Co. IL5,833$322K0.0%-6.4%0.015%
2/16/2026Zinnia Wealth Advisory LLC7,524$415K0.4%N/A0.019%
2/16/2026MML Investors Services LLC36,563$2.02M0.0%+7.3%0.092%
2/16/2026Mariner LLC353,943$19.55M0.0%-4.9%0.894%
2/16/2026Motiv8 Investments LLC1,354$75K0.0%N/A0.003%
2/16/2026Arax Advisory Partners26,627$1.47M0.0%N/A0.067%
2/16/2026Atlas Capital Advisors Inc.22,910$1.27M0.1%N/A0.058%
2/13/2026Kestra Advisory Services LLC486,111$26.84M0.1%+7.9%1.228%
2/13/2026Transamerica Financial Advisors LLC2,449$135K0.0%+777.8%0.006%
2/13/2026Stifel Financial Corp32,660$1.80M0.0%+18.0%0.082%
2/13/2026Arkadios Wealth Advisors15,371$849K0.0%+5.0%0.039%
2/13/2026OpenArc Corporate Advisory LLC5,513$304K0.0%N/A0.014%
2/13/2026Wells Fargo & Company MN54,134$2.99M0.0%+25.8%0.137%
2/12/2026Rossby Financial LCC533$29K0.0%-90.6%0.001%
2/12/2026Jane Street Group LLC15,728$868K0.0%N/A0.040%
2/12/2026Federation des caisses Desjardins du Quebec2,505$138K0.0%+22.4%0.006%
2/12/2026Orion Porfolio Solutions LLC44,320$2.45M0.0%+8.8%0.112%
2/12/2026Retirement Management Systems Inc.127,360$7.03M1.8%N/A0.322%
2/12/2026Commonwealth Equity Services LLC410,370$22.66M0.0%+6.2%1.036%
2/12/2026Colonial Trust Co SC488$27K0.0%-41.1%0.001%
2/12/2026Great Valley Advisor Group Inc.9,254$511K0.0%-39.2%0.023%
2/11/2026Janney Montgomery Scott LLC5,216$288K0.0%-5.4%0.013%
2/11/2026Montis Financial LLC4,162$230K0.0%N/A0.011%
2/11/2026LPL Financial LLC752,838$41.57M0.0%+11.3%1.901%
2/10/2026Lido Advisors LLC597,631$33.73M0.1%+0.2%1.509%
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2/10/2026Essex Financial Services Inc.8,581$474K0.0%+14.3%0.022%
2/10/2026BNP Paribas Financial Markets150,000$8.28M0.0%+50.0%0.379%
2/10/2026Northwestern Mutual Wealth Management Co.75,074$4.15M0.0%+47.1%0.190%
2/10/2026IFG Advisory LLC151,546$8.37M0.4%-0.3%0.383%
2/9/2026Marshall Investment Management LLC8,612$476K0.2%+14.1%0.022%
2/9/2026Harbour Investments Inc.20,740$1.15M0.0%+8.0%0.052%
2/9/2026LifePlan Investment Advisors Inc.61,011$3.37M1.4%+1.1%0.154%
2/9/2026Beck Bode LLC6,819$377K0.1%-15.3%0.017%
2/6/2026Kingdom Financial Group LLC.5,315$293K0.1%N/A0.013%
2/6/2026Global Retirement Partners LLC1,723$95K0.0%+46.1%0.004%


FUTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 247 institutional investors and hedge funds held shares of Fidelity MSCI Utilities Index ETF. The most heavily invested institutionals were Bank of America Corp DE ($541.72M), AE Wealth Management LLC ($75.73M), LPL Financial LLC ($41.57M), Osaic Holdings Inc. ($39.33M), Lido Advisors LLC ($33.70M), Kestra Advisory Services LLC ($32.64M), and Commonwealth Equity Services LLC ($22.66M).Learn more on Fidelity MSCI Utilities Index ETF's institutional investors.

Of the 226 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 ($4.71M), Northwestern Mutual Wealth Management Co. ($659.53K), AE Wealth Management LLC ($625.13K), Demars Financial Group LLC ($562.93K), Orion Porfolio Solutions LLC ($449.89K), LPL Financial LLC ($316.88K), and Aptus Capital Advisors LLC ($271.02K).

Institutional investors have bought a total of 5,198,791 shares in the last 24 months. This purchase volume represents approximately $286.46M in transactions.

Of the 73 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 ($564.37K), Estate Counselors LLC ($221.90K), Osaic Holdings Inc. ($81.90K), Brookstone Capital Management ($71.64K), Arkadios Wealth Advisors ($68.71K), Northwestern Mutual Wealth Management Co. ($67.48K), and Modern Wealth Management LLC ($43.94K).

Institutional investors have sold a total of 1,407,764 shares in the last 24 months. This volume of shares sold represents approximately $76.17M in transactions.



This page (NYSEARCA:FUTY) was last updated on 7/6/2026 by MarketBeat.com Staff.
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