FUTY Institutional Ownership
Fidelity MSCI Utilities Index ETF
1W: +0.7%
1M: -6.5%
3M: -11.7%
YTD: -7.8%
1Y: -8.9%
3Y: +42.4%
5Y: +39.1%
$51.52
+0.21 (+0.41%)
Weekly Expected Move ±1.8%
$50
$51
$52
$52
$53
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FUTY
294
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
39
New Positions
110
Increased
105
Reduced
33
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (331 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 6,885,482 | $355M | -2,285,346 | -24.9% | 15Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 1,865,665 | $96M | +176,824 | +10.5% | 16Q | SEC ↗ |
| 3 | LPL Financial LLC | 867,808 | $45M | +22,692 | +2.7% | 47Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 793,095 | $41M | +314,740 | +65.8% | 26Q | SEC ↗ |
| 5 | Lido Advisors, LLC | 551,566 | $28M | -18,990 | -3.3% | 38Q | SEC ↗ |
| 6 | Kestra Advisory Services, LLC | 549,769 | $28M | -2,866 | -0.5% | 24Q | SEC ↗ |
| 7 | TRAPHAGEN INVESTMENT ADVISORS LLC | 449,543 | $23M | +52,252 | +13.2% | 12Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 419,958 | $22M | +73,449 | +21.2% | 44Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 416,333 | $21M | +16,109 | +4.0% | 44Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 399,807 | $21M | -10,363 | -2.5% | 35Q | SEC ↗ |
| 11 | MORGAN STANLEY | 374,744 | $19M | +7,734 | +2.1% | 50Q | SEC ↗ |
| 12 | Mariner, LLC | 341,739 | $18M | -22,966 | -6.3% | 11Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 296,955 | $15M | +1,326 | +0.4% | 32Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 285,680 | $15M | +35,053 | +14.0% | 23Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 196,486 | $10M | -74,234 | -27.4% | 8Q | SEC ↗ |
| 16 | IFG Advisory, LLC NEW | 156,107 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Quadrature Capital Ltd | 155,914 | $8M | +58,257 | +59.7% | 3Q | SEC ↗ |
| 18 | Apollon Wealth Management, LLC | 151,028 | $8M | +9,075 | +6.4% | 7Q | SEC ↗ |
| 19 | AVAII WEALTH MANAGEMENT, LLC NEW | 143,133 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Northside Capital Management, LLC | 135,459 | $7M | -4,480 | -3.2% | 5Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 104,260 | $5M | +3,729 | +3.7% | 7Q | SEC ↗ |
| 22 | AGF MANAGEMENT LTD | 103,050 | $5M | +1,744 | +1.7% | 14Q | SEC ↗ |
| 23 | NorthCoast Asset Management LLC | 97,905 | $5M | +64,494 | +193.0% | 9Q | SEC ↗ |
| 24 | SWEENEY & MICHEL, LLC | 95,020 | $5M | +4,407 | +4.9% | 6Q | SEC ↗ |
| 25 | Valmark Advisers, Inc. | 92,191 | $5M | +815 | +0.9% | 24Q | SEC ↗ |
| 26 | Steward Partners Investment Advisory, | 91,348 | $5M | +16,166 | +21.5% | 19Q | SEC ↗ |
| 27 | Conrad Siegel Investment Advisors, Inc | 79,977 | $4M | +2,681 | +3.5% | 18Q | SEC ↗ |
| 28 | NewEdge Advisors, LLC | 75,699 | $4M | +1,948 | +2.6% | 19Q | SEC ↗ |
| 29 | Richard C. Young & CO., LTD. | 74,002 | $4M | +308 | +0.4% | 11Q | SEC ↗ |
| 30 | UBS Group AG | 73,761 | $4M | +8,421 | +12.9% | 47Q | SEC ↗ |
| 31 | Maltin Wealth Management, Inc. | 71,888 | $4M | +681 | +1.0% | 27Q | SEC ↗ |
| 32 | PRIMORIS WEALTH ADVISORS, LLC | 65,425 | $3M | -28,900 | -30.6% | 8Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 64,580 | $3M | +9,975 | +18.3% | 4Q | SEC ↗ |
| 34 | WELLS FARGO & COMPANY/MN | 64,059 | $3M | +3,968 | +6.6% | 42Q | SEC ↗ |
| 35 | ROYAL BANK OF CANADA | 63,053 | $3M | +34,647 | +122.0% | 46Q | SEC ↗ |
| 36 | Thrivent Financial for Lutherans | 60,055 | $3M | +641 | +1.1% | 4Q | SEC ↗ |
| 37 | FMR LLC | 59,818 | $3M | +5,478 | +10.1% | 32Q | SEC ↗ |
| 38 | LifePlan Investment Advisors, Inc. | 59,173 | $3M | -89 | -0.2% | 13Q | SEC ↗ |
| 39 | Targeted Financial Services LLC | 58,504 | $3M | +1,386 | +2.4% | 3Q | SEC ↗ |
| 40 | Grey Ledge Advisors, LLC | 55,038 | $3M | -808 | -1.4% | 22Q | SEC ↗ |
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 54,378 | $3M | -21,528 | -28.4% | 31Q | SEC ↗ |
| 42 | Beaumont Financial Advisors, LLC | 52,404 | $3M | -952 | -1.8% | 12Q | SEC ↗ |
| 43 | SIMON QUICK ADVISORS, LLC | 52,155 | $3M | -129 | -0.2% | 5Q | SEC ↗ |
| 44 | MERCER GLOBAL ADVISORS INC /ADV | 50,181 | $3M | -5,621 | -10.1% | 19Q | SEC ↗ |
| 45 | Yoder Wealth Management, Inc. | 44,768 | $2M | -3,245 | -6.8% | 14Q | SEC ↗ |
| 46 | Sigma Planning Corp | 44,663 | $2M | +978 | +2.2% | 44Q | SEC ↗ |
| 47 | KINGSWOOD WEALTH ADVISORS, LLC | 43,346 | $2M | -22,094 | -33.8% | 8Q | SEC ↗ |
| 48 | Richmond Brothers, Inc. NEW | 41,897 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Wealth Alliance Advisory Group, LLC | 41,891 | $2M | -567 | -1.3% | 3Q | SEC ↗ |
| 50 | Lifeworks Advisors, LLC | 41,605 | $2M | +938 | +2.3% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| IFG Advisory, LLC | 156,107 | $8M |
| AVAII WEALTH MANAGEMENT, LLC | 143,133 | $7M |
| Richmond Brothers, Inc. | 41,897 | $2M |
| D. E. Shaw & Co., Inc. | 30,637 | $2M |
| XTX Topco Ltd | 26,719 | $1M |
| J.W. COLE ADVISORS, INC. | 26,588 | $1M |
| Tower Research Capital LLC (TRC) | 25,166 | $1M |
| Maxele Advisors, LLC | 22,255 | $1M |
| Mosley Wealth Management | 14,457 | $745K |
| GOLDMAN SACHS GROUP INC | 10,330 | $532K |
| Focus Partners Wealth | 7,142 | $368K |
| AQR CAPITAL MANAGEMENT LLC | 5,682 | $293K |
| Allspring Global Investments Holdin | 5,413 | $279K |
| FIDUCIARY FINANCIAL ADVISORS | 5,319 | $274K |
| SpringVest Wealth Management LLC | 5,100 | $263K |
| Fifth Third Securities, Inc. | 4,764 | $245K |
| Signal Advisors Wealth, LLC | 4,423 | $228K |
| Cottage Street Advisors LLC | 4,358 | $225K |
| Wealthfront Advisers LLC | 3,667 | $189K |
| Pathfinder Wealth Consulting, Inc. | 3,620 | $187K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Retirement Management Systems Inc. | 127,360 | $7M |
| Q3 Asset Management | 55,766 | $3M |
| Estate Counselors, LLC | 47,200 | $2M |
| Orion Porfolio Solutions, LLC | 36,639 | $2M |
| Mach-1 Financial Group, LLC | 31,318 | $2M |
| TWO SIGMA INVESTMENTS, LP | 27,900 | $1M |
| Axecap Investments, LLC | 18,084 | $932K |
| JANE STREET GROUP, LLC | 11,664 | $601K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 8,612 | $444K |
| Essex Financial Services, Inc. | 8,581 | $442K |
| STABLEFORD CAPITAL II LLC | 8,069 | $416K |
| Engineers Gate Manager LP | 7,860 | $405K |
| JSF Financial, LLC | 7,186 | $370K |
| RENAISSANCE TECHNOLOGIES LLC | 7,100 | $366K |
| Empirical Asset Management, LLC | 5,878 | $303K |
| Lloyd Advisory Services, LLC. | 5,355 | $276K |
| Realta Investment Advisors | 5,165 | $266K |
| Belpointe Asset Management LLC | 4,706 | $242K |
| Private Advisor Group, LLC | 4,480 | $231K |
| Investment Advisory Services Group | 4,189 | $216K |