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Fidelity MSCI Utilities Index ETF (FUTY) Institutional Ownership

Fidelity MSCI Utilities Index ETF logo
$51.00 -0.46 (-0.89%)
Closing price 04:10 PM Eastern
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$51.15 +0.15 (+0.29%)
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY)

Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$221.91M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$34.65M
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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
9/23/2026 Envestnet Asset Management Inc.419,958$24.53M0.0%+21.2%1.019%
9/9/2026 NewEdge Advisors LLC75,699$4.42M0.0%+2.6%0.186%
8/27/2026 Corient Private Wealth LP5,473$319K0.0%-13.1%0.013%
8/23/2026 Ameritas Advisory Services LLC22,285$1.30M0.0%+49.7%0.055%
8/22/2026 Elevation Wealth Management LLC9,020$527K0.4%+68.9%0.022%
8/22/2026 Concurrent Investment Advisors LLC7,139$417K0.0%+6.4%0.018%
8/20/2026 Nwam LLC116,370$6.33M0.3%+424.8%0.286%
8/20/2026 NorthLanding Financial Partners LLC15,638$914K0.8%N/A0.038%
8/20/2026 JNBA Financial Advisors529$31K0.0%N/A0.001%
8/7/2026 Trust Co. of Vermont1,210$71K0.0%N/A0.003%
7/10/2026 Northside Capital Management LLC135,459$7.91M0.6%-3.2%0.337%
7/7/2026 Dynamic Advisor Solutions LLC21,247$1.24M0.0%+8.3%0.053%
6/18/2026 Western Wealth Management LLC12,423$734K0.0%+117.7%0.031%
6/3/2026 NewEdge Advisors LLC73,751$4.36M0.0%+7.1%0.181%
5/19/2026 Western Wealth Management LLC12,423$734K0.0%+117.7%0.031%
5/19/2026 NewEdge Advisors LLC51,247$3.03M0.1%-25.6%0.126%
5/19/2026 Bank of America Corp DE9,170,828$541.72M0.0%+0.9%22.533%
5/19/2026 Centaurus Financial Inc.1,710$101K0.0%N/A0.004%
5/18/2026 Royal Bank of Canada28,406$1.68M0.0%+21.0%0.070%
5/18/2026 Estate Counselors LLC47,200$2.79M0.2%-35.3%0.116%
5/16/2026 Quantinno Capital Management LP4,646$274K0.0%N/A0.011%
5/14/2026 Renaissance Technologies LLC7,100$419K0.0%N/A0.017%
5/14/2026 Modern Wealth Management LLC12,981$771K0.0%-26.4%0.032%
5/14/2026 Lido Advisors LLC570,556$33.70M0.1%-4.5%1.402%
5/13/2026 Cetera Investment Advisers250,627$14.81M0.0%+29.9%0.616%
5/12/2026 Bellwether Advisors LLC30,473$1.80M0.3%N/A0.075%
5/8/2026 Cassaday & Co Wealth Management LLC2,000$118K0.0%N/A0.005%
5/6/2026 Simon Quick Advisors LLC52,284$3.09M0.1%+2.4%0.128%
5/6/2026 Independent Financial Group LLC21,269$1.26M0.0%N/A0.052%
5/5/2026 D.A. Davidson & CO.5,400$319K0.0%+4.5%0.013%
5/5/2026 Beaumont Financial Advisors LLC53,356$3.15M0.2%+2.2%0.131%
5/5/2026 Bank of New York Mellon Corp54,605$3.23M0.0%+138.3%0.134%
5/5/2026 Sanctuary Advisors LLC9,284$548K0.0%-2.5%0.023%
5/5/2026 Sigma Planning Corp43,685$2.58M0.1%+1.6%0.107%
5/4/2026 HBW Advisory Services LLC3,525$208K0.0%N/A0.009%
5/4/2026 Lifeworks Advisors LLC40,667$2.40M0.3%+7.3%0.100%
5/2/2026 Valmark Advisers Inc.91,376$5.40M0.1%+0.3%0.225%
5/1/2026 Fifth Third Bancorp3,845$227K0.0%+1,593.8%0.009%
5/1/2026 Sovran Advisors LLC9,667$584K0.0%+24.0%0.024%
5/1/2026 Mascoma Wealth Management LLC11,350$670K0.1%-36.4%0.028%
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4/30/2026 Elevated Capital Advisors LLC25,704$1.52M0.4%-7.9%0.064%
4/30/2026 Kestra Advisory Services LLC552,635$32.64M0.1%+13.7%1.385%
4/30/2026 Money Concepts Capital Corp14,333$847K0.0%+97.1%0.036%
4/30/2026 Beam Wealth Advisors Inc.13,089$773K0.2%-11.3%0.033%
4/29/2026 Axxcess Wealth Management LLC3,769$223K0.0%N/A0.009%
4/24/2026 Acorn Financial Advisory Services Inc. ADV3,484$206K0.0%N/A0.009%
4/23/2026 Apollon Wealth Management LLC141,953$8.39M0.1%+8.2%0.358%
4/22/2026 Yoder Wealth Management Inc.48,013$2.84M1.3%-0.4%0.115%
4/22/2026 Realta Investment Advisors5,165$305K0.1%N/A0.012%
4/21/2026 VCI Wealth Management LLC3,707$219K0.1%-43.2%0.009%
4/21/2026 Maltin Wealth Management Inc.71,207$4.21M1.6%+25.6%0.170%
4/21/2026 Grey Ledge Advisors LLC55,846$3.30M0.7%+1.4%0.134%
4/21/2026 Hoge Financial Services LLC3,453$204K0.1%-5.0%0.008%
4/20/2026 Kestra Private Wealth Services LLC4,707$278K0.0%+5.5%0.011%
4/20/2026 Global Financial Private Client LLC11,180$660K0.2%+1.9%0.027%
4/20/2026 Centennial Wealth Advisory LLC8,737$516K0.1%+14.3%0.021%
4/17/2026 Financial Management Network Inc.11,967$727K0.1%-2.4%0.029%
4/17/2026 Sweeney & Michel LLC90,613$5.42M1.6%+1.8%0.217%
4/17/2026 Brookstone Capital Management10,760$636K0.0%-5.6%0.026%
4/16/2026 Smith Salley Wealth Management13,635$805K0.0%+1.3%0.033%
4/16/2026 Westhampton Capital LLC3,995$236K0.1%N/A0.010%
3/17/2026 Rockefeller Capital Management L.P.20,083$1.11M0.0%+5.3%0.051%
3/9/2026 Corient Private Wealth LLC5,326$294K0.0%N/A0.013%
3/5/2026 Bayban464$26K0.0%N/A0.001%
3/3/2026 Targeted Financial Services LLC48,008$2.65M2.3%N/A0.121%
2/20/2026 Kovitz Investment Group Partners LLC170,774$9.43M0.2%-11.3%0.431%
2/19/2026Claris Financial LLC7,893$436K0.2%N/A0.020%
2/19/2026 Corient Private Wealth LLC4,446$245K0.0%N/A0.011%
2/19/2026 Jacobs Equity LLC6,017$332K0.3%N/A0.015%
2/18/2026 Mercer Global Advisors Inc. ADV41,410$2.29M0.0%-6.3%0.105%
2/18/2026 NewEdge Advisors LLC68,850$3.80M0.0%+6.5%0.174%
2/18/2026 Quadrature Capital Ltd97,850$5.40M0.1%N/A0.247%
2/18/2026 Asset One Wealth Management LLC6,289$347K0.0%N/A0.016%
2/17/2026 Cetera Investment Advisers192,970$10.66M0.0%+98.7%0.487%
2/17/2026 Osaic Holdings Inc.711,783$39.33M0.1%-10.3%1.797%
2/17/2026 Advisory Services Network LLC6,319$349K0.0%+21.8%0.016%
2/17/2026 Royal Bank of Canada23,470$1.30M0.0%+49.2%0.059%
2/17/2026 Blair William & Co. IL5,833$322K0.0%-6.4%0.015%
2/16/2026 Zinnia Wealth Advisory LLC7,524$415K0.4%N/A0.019%
2/16/2026 MML Investors Services LLC36,563$2.02M0.0%+7.3%0.092%
2/16/2026 Mariner LLC353,943$19.55M0.0%-4.9%0.894%
2/16/2026Motiv8 Investments LLC1,354$75K0.0%N/A0.003%
2/16/2026 Arax Advisory Partners26,627$1.47M0.0%N/A0.067%
2/16/2026 Atlas Capital Advisors Inc.22,910$1.27M0.1%N/A0.058%
2/13/2026 Kestra Advisory Services LLC486,111$26.84M0.1%+7.9%1.228%
2/13/2026 Transamerica Financial Advisors LLC2,449$135K0.0%+777.8%0.006%
2/13/2026 Stifel Financial Corp32,660$1.80M0.0%+18.0%0.082%
2/13/2026 Arkadios Wealth Advisors15,371$849K0.0%+5.0%0.039%
2/13/2026 OpenArc Corporate Advisory LLC5,513$304K0.0%N/A0.014%
2/13/2026 Wells Fargo & Company MN54,134$2.99M0.0%+25.8%0.137%
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2/12/2026 Rossby Financial LCC533$29K0.0%-90.6%0.001%
2/12/2026 Jane Street Group LLC15,728$868K0.0%N/A0.040%
2/12/2026 Federation des caisses Desjardins du Quebec2,505$138K0.0%+22.4%0.006%
2/12/2026 Orion Porfolio Solutions LLC44,320$2.45M0.0%+8.8%0.112%
2/12/2026 Retirement Management Systems Inc.127,360$7.03M1.8%N/A0.322%
2/12/2026 Commonwealth Equity Services LLC410,370$22.66M0.0%+6.2%1.036%
2/12/2026 Colonial Trust Co SC488$27K0.0%-41.1%0.001%
2/12/2026 Great Valley Advisor Group Inc.9,254$511K0.0%-39.2%0.023%
2/11/2026 Janney Montgomery Scott LLC5,216$288K0.0%-5.4%0.013%
2/11/2026 Montis Financial LLC4,162$230K0.0%N/A0.011%


FUTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 245 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 Envestnet Asset Management Inc. ($24.53M).Learn more on Fidelity MSCI Utilities Index ETF's institutional investors.

Of the 221 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 ($611.62K), 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 3,949,335 shares in the last 24 months. This purchase volume represents approximately $221.91M in transactions.

Of the 62 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: Estate Counselors LLC ($221.90K), Osaic Holdings Inc. ($81.90K), Modern Wealth Management LLC ($43.94K), Dynamic Advisor Solutions LLC ($29.03K), Lido Advisors LLC ($27.08K), Kovitz Investment Group Partners LLC ($21.78K), and Mariner LLC ($18.36K).

Institutional investors have sold a total of 617,717 shares in the last 24 months. This volume of shares sold represents approximately $34.65M in transactions.



Institutional ownership data for NYSEARCA:FUTY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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