Fidelity MSCI Utilities Index ETF (FUTY) Institutional Ownership

$43.16
+0.12 (+0.28%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$161.46M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$79.56M
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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
4/25/2024Eudaimonia Partners LLC7,066$300K0.1%+9.2%0.026%
4/25/2024Eudaimonia Advisors LLC12,287$521K0.3%+36.8%0.046%
4/25/2024 Cambridge Investment Research Advisors Inc.215,059$9.12M0.0%-13.7%0.798%
4/24/2024 Demars Financial Group LLC12,007$509K0.3%-12.9%0.045%
4/22/2024 Centennial Wealth Advisory LLC5,941$252K0.1%N/A0.022%
4/19/2024 Accel Wealth Management7,599$322K0.1%-12.0%0.028%
4/19/2024 Yoder Wealth Management Inc.32,455$1.38M0.9%+13.2%0.120%
4/18/2024 Exchange Capital Management Inc.10,181$432K0.1%-7.4%0.038%
4/16/2024 Monumental Financial Group Inc.68,430$2.90M1.5%+4.7%0.254%
4/16/2024 Maltin Wealth Management Inc.37,177$1.58M0.9%+7.6%0.138%
4/15/2024 Brookstone Capital Management147,336$6.25M0.1%+6.0%0.334%
4/15/2024 Sunbelt Securities Inc.15,238$646K0.1%-31.3%0.035%
4/15/2024 Atlas Capital Advisors LLC20,049$850K0.1%+7.3%0.045%
4/12/2024 Dynamic Advisor Solutions LLC77,218$3.28M0.1%+18.0%0.175%
4/11/2024 Ballentine Partners LLC7,600$322K0.0%N/A0.017%
4/11/2024 Ballew Advisors Inc6,295$263K0.2%-32.3%0.014%
4/10/2024 American National Bank1,264$54K0.0%+60.6%0.003%
4/10/2024 Conrad Siegel Investment Advisors Inc.75,039$3.18M0.9%+0.5%0.170%
4/10/2024 Stableford Capital II LLC9,295$394K0.2%-5.1%0.021%
4/9/2024 Lynch & Associates IN10,889$462K0.1%+9.6%0.025%
3/1/2024Creekmur Asset Management LLC3,510$143K0.0%N/A0.008%
2/16/2024Trail Ridge Investment Advisors LLC8,251$337K0.2%+13.9%0.019%
2/12/2024Atlas Financial Advisors Inc.13,117$536K0.9%-49.1%0.030%
2/12/2024Richard C. Young & CO. LTD.82,761$3.38M0.5%N/A0.188%
2/12/2024Steward Partners Investment Advisory LLC40,358$1.65M0.0%+3.9%0.092%
2/12/2024Proquility Private Wealth Partners LLC11,402$466K0.2%-66.9%0.026%
2/9/2024Advisory Services Network LLC93,865$3.84M0.1%-19.6%0.213%
2/9/2024 Cambridge Investment Research Advisors Inc.249,133$10.18M0.0%-17.0%0.565%
2/8/2024 American National Bank787$32K0.0%+242.2%0.002%
2/8/2024Kingsview Wealth Management LLC6,719$275K0.0%-20.8%0.015%
2/8/2024Eudaimonia Partners LLC6,472$264K0.1%-14.5%0.015%
2/7/2024Avantax Advisory Services Inc.26,943$1.10M0.0%N/A0.061%
2/7/2024AGF Management Ltd.18,104$740K0.0%+42.0%0.041%
2/7/2024BNP Paribas Financial Markets428,452$17.51M0.0%+185.4%0.972%
2/7/2024Principal Securities Inc.1,537$63K0.0%N/A0.003%
2/6/2024Lincoln National Corp24,913$1.02M0.0%+15.8%0.056%
2/6/2024Private Advisor Group LLC34,645$1.42M0.0%+110.5%0.079%
2/6/2024SYM FINANCIAL Corp5,100$208K0.0%+24.4%0.012%
2/5/2024Beck Bode LLC58,477$2.39M0.5%-4.2%0.133%
2/5/2024 Monumental Financial Group Inc.65,357$2.67M1.6%-16.6%0.148%
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2/2/2024Valmark Advisers Inc.72,738$2.97M0.1%+3.6%0.165%
2/2/2024 Yoder Wealth Management Inc.28,667$1.17M0.8%+30.1%0.065%
2/2/2024Callan Capital LLC8,974$367K0.0%N/A0.020%
2/2/2024Penobscot Wealth Management6,143$251K0.2%N/A0.014%
2/2/2024VCI Wealth Management LLC6,073$248K0.2%N/A0.014%
2/2/2024Atria Wealth Solutions Inc.24,303$993K0.0%-5.1%0.055%
2/1/2024Eudaimonia Advisors LLC8,979$367K0.2%-9.9%0.020%
2/1/2024 Demars Financial Group LLC13,781$563K0.3%-80.7%0.031%
2/1/2024Capital Investment Advisory Services LLC22,727$929K0.1%-4.8%0.052%
2/1/2024Sigma Planning Corp14,342$586K0.0%-61.5%0.033%
1/31/2024J.W. Cole Advisors Inc.20,924$855K0.1%-13.5%0.047%
1/31/2024Beaumont Financial Advisors LLC57,992$2.37M0.2%+133.2%0.132%
1/31/2024Beam Wealth Advisors Inc.16,142$660K0.4%-13.3%0.037%
1/30/2024 Aurora Private Wealth Inc.6,188$253K0.2%-20.7%0.014%
1/29/2024 Ellis Investment Partners LLC6,426$263K0.1%-7.2%0.015%
1/29/2024Schmidt P J Investment Management Inc.12,187$480K0.1%-12.2%0.028%
1/26/2024B.O.S.S. Retirement Advisors LLC8,449$345K0.1%N/A0.019%
1/25/2024 International Assets Investment Management LLC41,466$1.69M0.0%N/A0.094%
1/24/2024Smith Salley & Associates13,701$560K0.0%-4.3%0.031%
1/24/2024 International Assets Investment Management LLC41,466$1.69M0.0%N/A0.094%
1/24/2024Mascoma Wealth Management LLC20,070$820K0.2%-25.6%0.046%
1/23/2024Estate Counselors LLC101,530$4.15M0.5%+148.2%0.230%
1/23/2024 Benchmark Financial Wealth Advisors LLC43,433$1.78M0.8%N/A0.098%
1/22/2024 Financial Management Network Inc.30,291$1.26M0.4%-1.1%0.069%
1/22/2024Glass Jacobson Investment Advisors llc11,276$461K0.2%+9.8%0.026%
1/18/2024 Global Retirement Partners LLC2,927$118K0.0%-33.1%0.007%
1/18/2024 Ballew Advisors Inc9,301$374K0.3%-21.2%0.021%
1/18/2024 Accel Wealth Management8,632$353K0.2%-9.2%0.020%
1/18/2024 Maltin Wealth Management Inc.34,559$1.41M0.9%-24.1%0.078%
1/17/2024IFG Advisory LLC127,370$5.20M0.4%+6.1%0.289%
1/16/2024 Raymond James Financial Services Advisors Inc.13,473$551K0.0%-15.3%0.031%
1/16/2024 Raymond James & Associates33,095$1.35M0.0%+9.8%0.075%
1/12/2024Mutual Advisors LLC5,425$222K0.0%N/A0.012%
1/12/2024 Stableford Capital II LLC9,797$397K0.2%-85.3%0.022%
1/12/2024 Conrad Siegel Investment Advisors Inc.74,648$3.05M1.4%+14.8%0.169%
1/12/2024 CX Institutional20,452$836K0.0%N/A0.046%
1/11/2024 Brookstone Capital Management139,041$5.68M0.1%-2.5%0.315%
1/11/2024 Galvin Gaustad & Stein LLC32,792$1.34M0.1%+437.1%0.074%
1/11/2024 BKM Wealth Management LLC5,270$215K0.0%N/A0.012%
1/11/2024 Dynamic Advisor Solutions LLC65,427$2.72M0.1%+348.6%0.148%
1/11/2024 BKM Wealth Management LLC5,270$215K0.0%N/A0.012%
1/10/2024Creative Financial Designs Inc. ADV8,363$342K0.0%-21.9%0.019%
1/8/2024 Lynch & Associates IN9,933$406K0.1%+7.7%0.023%
12/11/2023 Sunbelt Securities Inc.19,317$733K0.1%-3.5%0.044%
12/6/2023 Fragasso Group Inc.11,698$444K0.0%-6.7%0.027%
11/16/2023Harbour Investments Inc.13,261$503K0.0%+52.3%0.030%
11/15/2023Lido Advisors LLC399,644$15.15M0.1%-4.3%0.906%
11/15/2023Smith Shellnut Wilson LLC ADV6,662$253K0.2%-93.3%0.015%
11/14/2023Toronto Dominion Bank477,500$18.11M0.0%-19.5%1.083%
11/14/2023Tower Research Capital LLC TRC12,419$471K0.0%-7.0%0.028%
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11/14/2023O Shaughnessy Asset Management LLC2,368$90K0.0%N/A0.005%
11/13/2023GSB Wealth Management LLC10,585$401K0.1%-6.2%0.024%
11/13/2023LPL Financial LLC274,438$10.41M0.0%+13.1%0.622%
11/13/2023Robertson Stephens Wealth Management LLC10,161$385K0.0%N/A0.023%
11/13/2023Envestnet Asset Management Inc.246,746$9.36M0.0%-11.7%0.560%
11/13/2023Kestra Advisory Services LLC49,319$1.87M0.0%+21.0%0.112%
11/8/2023HighTower Advisors LLC32,176$1.23M0.0%-1.7%0.073%
11/8/2023Soltis Investment Advisors LLC18,435$699K0.1%-14.9%0.042%
11/8/2023Atria Wealth Solutions Inc.25,611$971K0.0%-4.0%0.058%
11/8/2023Valmark Advisers Inc.70,227$2.66M0.1%+5.5%0.159%
(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, 181 institutional investors and hedge funds held shares of Fidelity MSCI Utilities Index ETF. The most heavily invested institutionals were Graham Capital Wealth Management LLC ($2.10B), Bank of America Corp DE ($976.54M), Gibson Wealth Advisors LLC ($56.65M), Toronto Dominion Bank ($18.11M), Advisor Group Holdings Inc. ($17.69M), BNP Paribas Financial Markets ($17.51M), and Lido Advisors LLC ($15.15M).Learn more on FUTY's institutional investors.

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

Of the 164 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 ($2.78M), Gibson Wealth Advisors LLC ($1.29M), Toronto Dominion Bank ($505K), Envestnet Asset Management Inc. ($391.95K), Commonwealth Equity Services LLC ($319.27K), BNP Paribas Financial Markets ($278.34K), and AE Wealth Management LLC ($264.21K).

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

Institutional investors have bought a total of 10,045,062 shares in the last 24 months. This purchase volume represents approximately $444.53M in transactions.

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

Of the 87 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: Commonwealth Equity Services LLC ($455.62K), Fragasso Group Inc. ($397.00K), Envestnet Asset Management Inc. ($342.85K), Q3 Asset Management ($197.88K), BNP Paribas Arbitrage SNC ($196.43K), HBW Advisory Services LLC ($181.00K), and Smith Shellnut Wilson LLC ADV ($170.14K).

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

Institutional investors have sold a total of 3,428,911 shares in the last 24 months. This volume of shares sold represents approximately $146.27M in transactions.


This page (NYSEARCA:FUTY) was last updated on 4/26/2024 by MarketBeat.com Staff

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