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Fidelity MSCI Utilities Index ETF (FUTY) Institutional Ownership

Fidelity MSCI Utilities Index ETF logo
$50.74 +0.08 (+0.16%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$62.42M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$61.29M
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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
1/17/2025 Galvin Gaustad & Stein LLC12,425$606K0.1%-5.0%0.047%
1/17/2025 Janney Montgomery Scott LLC5,862$286K0.0%-69.5%0.022%
1/17/2025 Traphagen Investment Advisors LLC90,286$4.40M0.4%-31.8%0.341%
1/17/2025 Beaumont Financial Advisors LLC60,831$2.97M0.2%+14.8%0.230%
1/17/2025 Proquility Private Wealth Partners LLC36,094$1.76M0.6%-3.7%0.136%
1/16/2025 Maltin Wealth Management Inc.41,578$2.03M1.0%+0.8%0.157%
1/15/2025 Smith Salley Wealth Management13,474$657K0.0%-4.4%0.051%
1/15/2025 Ameritas Advisory Services LLC20,216$986K0.0%+25.8%0.076%
1/15/2025 Arkadios Wealth Advisors5,289$258K0.0%-15.9%0.020%
1/14/2025 Global Financial Private Client LLC7,666$374K0.1%+146.6%0.029%
1/13/2025 Conrad Siegel Investment Advisors Inc.78,468$3.83M1.0%+13.4%0.297%
1/13/2025 Elevated Capital Advisors LLC14,100$688K0.2%+52.0%0.053%
1/13/2025 Brookstone Capital Management96,574$4.71M0.1%-41.3%0.365%
1/10/2025 HBW Advisory Services LLC5,084$248K0.0%+9.4%0.019%
12/26/2024JPMorgan Chase & Co.3,143$163K0.0%+45.0%0.012%
11/25/2024Wilmington Savings Fund Society FSB546$28K0.0%N/A0.002%
11/25/2024Sanctuary Advisors LLC5,016$263K0.0%-25.1%0.019%
11/18/2024Sunbelt Securities Inc.17,416$902K0.1%+23.1%0.066%
11/15/2024Glass Jacobson Investment Advisors llc12,139$629K0.2%+4.4%0.046%
11/15/2024MML Investors Services LLC31,426$1.63M0.0%+16.2%0.119%
11/15/2024Orion Portfolio Solutions LLC33,824$1.75M0.0%-3.8%0.128%
11/15/2024Glen Eagle Advisors LLC1,604$83K0.0%+21.4%0.006%
11/15/2024Jane Street Group LLC10,400$539K0.0%-45.0%0.039%
11/15/2024Stifel Financial Corp20,181$1.05M0.0%+97.9%0.076%
11/15/2024HighTower Advisors LLC208,720$10.79M0.0%+1.1%0.789%
11/14/2024Rockefeller Capital Management L.P.15,754$816K0.0%-17.5%0.060%
11/13/2024BNP Paribas Financial Markets1,076$56K0.0%N/A0.004%
11/13/2024FMR LLC28,864$1.50M0.0%+29.5%0.109%
11/13/2024D.A. Davidson & CO.23,018$1.19M0.0%N/A0.087%
11/12/2024Kingsview Wealth Management LLC6,325$328K0.0%-5.1%0.024%
11/12/2024Nwam LLC20,256$1.05M0.1%N/A0.077%
11/8/2024Cedar Wealth Management LLC39,546$2.05M0.6%-1.4%0.150%
11/7/2024 Fortis Advisors LLC6,015$312K0.2%-89.6%0.023%
11/7/2024Richard C. Young & CO. LTD.78,126$4.05M0.4%-1.3%0.295%
11/6/2024Lifeworks Advisors LLC7,395$383K0.1%+13.2%0.028%
11/5/2024Mascoma Wealth Management LLC9,490$492K0.1%+46.3%0.036%
11/5/2024Harbour Investments Inc.15,940$826K0.0%+3.7%0.060%
11/4/2024Beam Wealth Advisors Inc.18,452$956K0.3%+2.1%0.070%
11/4/2024Axxcess Wealth Management LLC6,487$336K0.0%+12.2%0.025%
11/4/2024Sigma Planning Corp23,978$1.24M0.0%+23.8%0.091%
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11/1/2024Primoris Wealth Advisors LLC56,875$2.94M2.1%N/A0.215%
11/1/2024 Galvin Gaustad & Stein LLC13,075$678K0.1%-5.1%0.049%
10/31/2024 D.B. Root & Company LLC4,377$227K0.1%N/A0.017%
10/30/2024Centennial Wealth Advisory LLC6,266$325K0.1%+8.0%0.024%
10/29/2024 Janney Montgomery Scott LLC19,227$996K0.0%N/A0.073%
10/28/2024Penobscot Wealth Management4,238$220K0.1%N/A0.016%
10/25/2024GSB Wealth Management LLC51,235$2.66M0.7%+228.2%0.194%
10/25/2024Pathway Financial Advisers LLC4,933$256K0.0%-21.0%0.019%
10/25/2024Valmark Advisers Inc.86,237$4.47M0.1%+11.0%0.326%
10/25/2024Trail Ridge Investment Advisors LLC10,357$545K0.3%+2.3%0.039%
10/24/2024Ellis Investment Partners LLC7,213$374K0.1%+3.2%0.027%
10/24/2024 Wealth Enhancement Advisory Services LLC8,818$457K0.0%-5.0%0.033%
10/24/2024Pathway Financial Advisers LLC4,933$256K0.0%-21.0%0.019%
10/23/2024Financial Management Network Inc.20,182$1.05M0.2%-22.7%0.076%
10/23/2024Schmidt P J Investment Management Inc.12,767$662K0.1%-1.7%0.048%
10/23/2024Rogco LP3,495$181K0.1%-5.4%0.013%
10/23/2024Yoder Wealth Management Inc.35,812$1.86M1.1%+4.9%0.135%
10/22/2024 Elevated Capital Advisors LLC9,279$481K0.1%N/A0.035%
10/22/2024Private Advisor Group LLC37,931$1.97M0.0%-3.0%0.143%
10/21/2024 Traphagen Investment Advisors LLC132,479$6.87M0.7%-35.3%0.501%
10/21/2024Sweeney & Michel LLC76,080$4.00M1.6%+362.6%0.288%
10/16/2024 Secure Asset Management LLC8,634$447K0.1%-16.0%0.033%
10/16/2024 FLC Capital Advisors8,128$421K0.1%+2.5%0.031%
10/16/2024B.O.S.S. Retirement Advisors LLC15,734$815K0.2%+24.3%0.059%
10/16/2024 Proquility Private Wealth Partners LLC37,489$1.94M0.6%+24.0%0.142%
10/16/2024 Lynch & Associates IN13,153$682K0.1%+7.4%0.050%
10/11/2024CX Institutional4,474$232K0.0%-67.6%0.017%
10/9/2024 Maltin Wealth Management Inc.41,247$2.14M1.0%+6.6%0.156%
10/9/2024 Beaumont Financial Advisors LLC52,977$2.75M0.2%-3.9%0.200%
10/8/2024 Brookstone Capital Management164,548$8.53M0.1%+2.6%0.622%
10/8/2024Dynamic Advisor Solutions LLC45,419$2.35M0.1%+2.5%0.172%
10/4/2024 HBW Advisory Services LLC4,648$241K0.0%-87.0%0.018%
9/5/2024Sanctuary Advisors LLC6,696$286K0.0%N/A0.025%
8/22/2024Cetera Investment Advisers30,379$1.34M0.0%-8.2%0.115%
8/16/2024Sunbelt Securities Inc.14,151$622K0.1%-7.1%0.054%
8/16/2024Northwestern Mutual Wealth Management Co.5,149$226K0.0%-15.5%0.019%
8/16/2024NewEdge Advisors LLC38,110$1.68M0.0%-3.9%0.144%
8/16/2024Full Sail Capital LLC35,757$1.57M0.1%-1.2%0.135%
8/15/2024Prairie Wealth Advisors Inc.13,704$602K0.3%+17.2%0.052%
8/13/2024AE Wealth Management LLC547,567$24.07M0.2%+2.5%2.070%
8/13/2024Cedar Wealth Management LLC40,118$1.76M0.6%+114.2%0.152%
8/12/2024Blair William & Co. IL6,434$283K0.0%-3.4%0.024%
8/12/2024Beck Bode LLC40,446$1.78M0.4%-21.9%0.153%
8/12/2024Mercer Global Advisors Inc. ADV17,394$765K0.0%-5.0%0.066%
8/8/2024J.W. Cole Advisors Inc.19,971$878K0.0%+4.3%0.076%
8/8/2024Envestnet Asset Management Inc.227,048$9.98M0.0%-3.2%0.858%
8/7/2024AGF Management Ltd.32,837$1.44M0.0%+18.4%0.124%
8/7/2024Beam Wealth Advisors Inc.18,078$795K0.3%-4.4%0.068%
8/6/2024Ellis Investment Partners LLC6,991$307K0.1%+3.6%0.026%
8/6/2024 Lynch & Associates IN12,245$538K0.1%+12.5%0.046%
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8/5/2024Private Advisor Group LLC39,089$1.72M0.0%+74.8%0.148%
8/2/2024Mascoma Wealth Management LLC6,487$285K0.1%-44.1%0.025%
8/2/2024Founders Financial Securities LLC6,000$264K0.0%N/A0.023%
8/1/2024Valmark Advisers Inc.77,713$3.42M0.1%+2.4%0.294%
7/31/2024Commonwealth Equity Services LLC256,320$11.27M0.0%-2.5%0.969%
7/31/2024IFG Advisory LLC134,890$5.93M0.4%+2.7%0.510%
7/30/2024Atlas Capital Advisors LLC38,471$1.69M0.2%+91.9%0.145%
7/29/2024Schmidt P J Investment Management Inc.12,985$571K0.1%-3.1%0.049%
7/29/2024 Ameritas Advisory Services LLC11,771$517K0.0%+78.9%0.045%
7/29/2024 Sowa Financial Group Inc.11,812$519K0.4%N/A0.045%
(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, 172 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), AE Wealth Management LLC ($24.07M), Toronto Dominion Bank ($18.11M), Advisor Group Holdings Inc. ($17.69M), 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 141 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 ($2.28M), Gibson Wealth Advisors LLC ($1.27M), Toronto Dominion Bank ($505K), BNP Paribas Financial Markets ($279.42K), Envestnet Asset Management Inc. ($195.35K), AE Wealth Management LLC ($193.70K), and Beaumont Financial Advisors LLC ($118.23K).

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

Institutional investors have bought a total of 7,212,234 shares in the last 24 months. This purchase volume represents approximately $318.07M in transactions.

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

Of the 96 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 ($729.84K), Commonwealth Equity Services LLC ($456.46K), Q3 Asset Management ($197.88K), BNP Paribas Arbitrage SNC ($196.43K), HBW Advisory Services LLC ($172.87K), Envestnet Asset Management Inc. ($146.92K), and Smith Shellnut Wilson LLC ADV ($140.26K).

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

Institutional investors have sold a total of 3,559,536 shares in the last 24 months. This volume of shares sold represents approximately $154.25M in transactions.



This page (NYSEARCA:FUTY) was last updated on 1/21/2025 by MarketBeat.com Staff
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