Fidelity MSCI US UtilitiesFUTYETF
13F holders, Q1 2024 (March 31)179holders
3famous investors
$42.43avg. 13F price*
At the end of Q1 2024, 179 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings. The largest holders were Bank of America Corp. ($191.0M), Traphagen Investment Advisors LLC ($34.8M) and AE Wealth Management LLC ($22.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Fidelity MSCI US Utilities
- CUSIP
- 316092865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.4M |
| Exits | 20 | $38.7M |
Ownership 179 holders
| Bank of America Corp. | 0.02% | Reduce -52.7% | 4,503,706 | $191.0M |
| Traphagen Investment Advisors LLC | 3.71% | Reduce -4.8% | 820,121 | $34.8M |
| AE Wealth Management LLC | 0.26% | Add +18.9% | 534,052 | $22.7M |
| Lido Advisors, LLC | 0.19% | Add +27.6% | 508,535 | $21.6M |
| Osaic Holdings, Inc. | 0.03% | Add +17.2% | 264,672 | $11.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.6% | 262,906 | $11.2M |
| LPL Financial LLC | 0.01% | Reduce -12.7% | 256,754 | $10.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.4% | 234,564 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -13.7% | 215,059 | $9.1M |
| Morgan Stanley | 0.00% | Add +10.6% | 206,174 | $8.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +66.3% | 204,003 | $8.7M |
| Brookstone Capital Management | 0.11% | Add +6.0% | 147,336 | $6.2M |
| IFG Advisory, LLC | 0.42% | Add +3.1% | 131,305 | $5.6M |
| Advisory Services Network, LLC | 0.10% | Add +12.8% | 105,883 | $4.5M |
| Estate Counselors, LLC | 0.49% | No change | 101,530 | $4.3M |
| Richard C. Young & CO., LTD. | 0.43% | Reduce -2.5% | 80,675 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +18.0% | 77,218 | $3.3M |
| Valmark Advisers, Inc. | 0.06% | Add +4.4% | 75,919 | $3.2M |
| Conrad Siegel Investment Advisors, Inc. | 0.93% | Add +0.5% | 75,039 | $3.2M |
| Connectus Wealth, LLC | 0.08% | New | 72,862 | $3.1M |
| Monumental Financial Group Inc. | 1.54% | Add +4.7% | 68,430 | $2.9M |
| LifePlan Investment Advisors, Inc. | 2.23% | Reduce -31.1% | 65,892 | $2.8M |
| Fortis Advisors, LLC | 1.66% | Add +0.3% | 58,315 | $2.5M |
| Beaumont Financial Advisors, LLC | 0.19% | Reduce -4.5% | 55,351 | $2.3M |
| Beck Bode, LLC | 0.45% | Reduce -11.5% | 51,756 | $2.2M |
| Citadel Advisors | 0.00% | Add +75.6% | 50,114 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.8% | 45,648 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +184.7% | 42,724 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.9% | 42,125 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +3.5% | 39,676 | $1.7M |
| Raymond James & Associates | 0.00% | Add +15.5% | 38,235 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -2.3% | 37,916 | $1.6M |
| Maltin Wealth Management, Inc. | 0.89% | Add +7.6% | 37,177 | $1.6M |
| Lincoln National Corp. | 0.02% | Add +46.6% | 36,517 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +452.2% | 36,229 | $1.5M |
| Full Sail Capital, LLC | 0.11% | Add +6.6% | 36,207 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +113.2% | 33,075 | $1.4M |
| Yoder Wealth Management, Inc. | 0.90% | Add +13.2% | 32,455 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -60.0% | 32,190 | $1.4M |
| Proquility Private Wealth Partners, LLC | 0.43% | Add +160.0% | 29,641 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +104.8% | 29,368 | $1.2M |
| Agf Management Ltd. | 0.01% | Add +53.3% | 27,744 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.3% | 27,018 | $1.1M |
| Financial Management Network Inc. | 0.28% | Reduce -11.7% | 26,761 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.10% | Reduce -20.0% | 26,237 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +59.7% | 25,281 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.2% | 24,357 | $1.0M |
| Nwam LLC | 0.08% | Reduce -25.3% | 22,500 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.0% | 22,794 | $967K |
| Capital Investment Advisory Services, LLC | 0.10% | Add +0.1% | 22,753 | $965K |
| Private Advisor Group, LLC | 0.01% | Reduce -35.5% | 22,364 | $949K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -2.3% | 21,190 | $899K |
| UBS Group AG | 0.00% | Reduce -18.0% | 20,455 | $868K |
| Atlas Capital Advisors Inc. | 0.13% | Add +7.3% | 20,049 | $850K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -8.5% | 19,145 | $812K |
| FMR LLC | 0.00% | Add +6.8% | 18,907 | $802K |
| Beam Wealth Advisors, Inc. | 0.48% | Add +17.1% | 18,901 | $802K |
| Cedar Wealth Management, LLC | 0.26% | Add +3.8% | 18,731 | $795K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.2% | 18,315 | $777K |
| Sweeney & Michel, LLC | 0.33% | — | 16,374 | $755K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -31.3% | 15,238 | $646K |
| Snowden Capital Advisors LLC | 0.02% | Add +30.8% | 15,088 | $640K |
| Harbour Investments, Inc. | 0.02% | Add +8.5% | 14,864 | $631K |
| Grey Ledge Advisors, LLC | 0.18% | Add +45.6% | 14,812 | $628K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.3% | 14,315 | $607K |
| CX Institutional | 0.03% | Reduce -31.9% | 13,921 | $591K |
| Smith Salley Wealth Management | 0.04% | Reduce -0.3% | 13,656 | $579K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +10.0% | 13,402 | $569K |
| Independent Financial Group, LLC | 0.03% | Add +6.5% | 12,953 | $549K |
| Integrated Wealth Concepts LLC | 0.01% | New | 12,805 | $543K |
| Eudaimonia Advisors LLC | 0.28% | Add +36.8% | 12,287 | $521K |
| Heck Capital Advisors, LLC | 0.08% | Add +0.9% | 12,040 | $511K |
| Demars Financial Group, LLC | 0.25% | Reduce -12.9% | 12,007 | $509K |
| Cedar Brook Financial Partners, LLC | 0.10% | Add +0.9% | 11,819 | $501K |
| Prairie Wealth Advisors, Inc. | 0.23% | — | 11,694 | $496K |
| Mascoma Wealth Management LLC | 0.14% | Reduce -42.2% | 11,607 | $492K |
| Glass Jacobson Investment Advisors llc | 0.18% | Add +1.7% | 11,472 | $487K |
| Gibson Wealth Advisors LLC | 0.45% | — | 11,000 | $467K |
| Lynch & Associates | 0.11% | Add +9.6% | 10,889 | $462K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -7.4% | 10,181 | $432K |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.3% | 10,162 | $431K |
| Stifel Financial Corp. | 0.00% | Reduce -59.3% | 9,943 | $422K |
| Trail Ridge Investment Advisors, LLC | 0.23% | Add +14.2% | 9,422 | $400K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.2% | 9,396 | $399K |
| Stableford Capital II LLC | 0.16% | Reduce -5.1% | 9,295 | $394K |
| Callan Capital, LLC | 0.03% | No change | 8,974 | $381K |
| Mariner, LLC | 0.00% | Reduce -4.8% | 8,886 | $377K |
| Creative Financial Designs Inc. | 0.03% | Add +0.7% | 8,421 | $357K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | Reduce -1.2% | 8,345 | $341K |
| FLC Capital Advisors | 0.09% | New | 7,928 | $336K |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.7% | 7,708 | $327K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.1% | 7,682 | $326K |
| Qube Research & Technologies Ltd | 0.00% | Add +422.7% | 7,668 | $325K |
| Ballentine Partners, LLC | 0.01% | New | 7,600 | $322K |
| Accel Wealth Management | 0.14% | Reduce -12.0% | 7,599 | $322K |
| D. E. Shaw & Co. | 0.00% | New | 7,595 | $322K |
| Eudaimonia Partners, LLC | 0.07% | Add +9.2% | 7,066 | $300K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -17.9% | 6,581 | $289K |
| Ellis Investment Partners, LLC | 0.06% | Add +5.0% | 6,747 | $286K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.4% | 6,744 | $286K |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.