Fidelity MSCI US UtilitiesFUTYETF
13F holders, Q2 2024 (June 30)175holders −4
21new positions
22sold out
2famous investors
$43.99avg. 13F price*
At the end of Q2 2024, 175 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings, down 4 from Q1 2024. 21 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($190.4M), AE Wealth Management LLC ($24.1M) and Lido Advisors, LLC ($22.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $17.3M |
| Exits | 22 | $5.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,093,732 shares bought and 1,306,999 shares sold, net −213,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Bank of America Corp. | 0.02% | Reduce -3.8% | 4,330,899 | $190.4M |
| AE Wealth Management LLC | 0.24% | Add +2.5% | 547,567 | $24.1M |
| Lido Advisors, LLC | 0.19% | Add +2.2% | 519,537 | $22.8M |
| Kestra Advisory Services, LLC | 0.07% | Add +586.1% | 289,019 | $12.1M |
| Osaic Holdings, Inc. | 0.03% | Add +0.7% | 266,398 | $11.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.5% | 256,320 | $11.3M |
| LPL Financial LLC | 0.01% | Reduce -0.2% | 256,256 | $11.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 227,048 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +5.5% | 226,878 | $10.0M |
| Morgan Stanley | 0.00% | Add +5.8% | 218,120 | $9.6M |
| HighTower Advisors, LLC | 0.01% | Add +541.2% | 206,413 | $9.1M |
| Traphagen Investment Advisors LLC | 0.98% | Reduce -75.0% | 204,627 | $9.0M |
| Brookstone Capital Management | 0.12% | Add +8.9% | 160,448 | $7.3M |
| IFG Advisory, LLC | 0.38% | Add +2.7% | 134,890 | $5.9M |
| Q3 Asset Management | 1.16% | New | 115,833 | $5.1M |
| Advisory Services Network, LLC | 0.10% | Add +0.1% | 106,008 | $4.7M |
| Estate Counselors, LLC | 0.49% | Add +0.1% | 101,640 | $4.5M |
| Richard C. Young & CO., LTD. | 0.42% | Reduce -1.8% | 79,193 | $3.5M |
| Valmark Advisers, Inc. | 0.06% | Add +2.4% | 77,713 | $3.4M |
| Monumental Financial Group Inc. | 1.48% | Add +12.7% | 77,137 | $3.4M |
| Rwa Wealth Partners, LLC | 0.04% | New | 71,440 | $3.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.88% | Reduce -8.1% | 68,933 | $3.0M |
| LifePlan Investment Advisors, Inc. | 2.13% | Add +2.0% | 67,243 | $3.0M |
| Fortis Advisors, LLC | 1.80% | Reduce -0.4% | 58,099 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +460.8% | 56,992 | $2.5M |
| Beaumont Financial Advisors, LLC | 0.19% | Reduce -0.4% | 55,137 | $2.4M |
| Smith Shellnut Wilson LLC | 0.97% | Add +669.5% | 45,578 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -10.6% | 44,828 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 44,799 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -42.6% | 44,329 | $1.9M |
| Beck Bode, LLC | 0.36% | Reduce -21.9% | 40,446 | $1.8M |
| Cedar Wealth Management, LLC | 0.57% | Add +114.2% | 40,118 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +74.8% | 39,089 | $1.7M |
| Maltin Wealth Management, Inc. | 0.91% | Add +4.0% | 38,681 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -81.1% | 38,516 | $1.7M |
| Atlas Capital Advisors Inc. | 0.22% | Add +91.9% | 38,471 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.0% | 38,110 | $1.7M |
| Full Sail Capital, LLC | 0.11% | Reduce -1.2% | 35,757 | $1.6M |
| HBW Advisory Services LLC | 0.26% | New | 35,721 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 35,145 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 35,145 | $1.5M |
| Yoder Wealth Management, Inc. | 0.97% | Add +5.2% | 34,145 | $1.5M |
| NorthCoast Asset Management LLC | 0.01% | New | 33,788 | $1.5M |
| Agf Management Ltd. | 0.01% | Add +18.4% | 32,837 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +30.0% | 31,669 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -8.2% | 30,379 | $1.3M |
| Proquility Private Wealth Partners, LLC | 0.45% | Add +2.0% | 30,232 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -21.1% | 30,165 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -28.6% | 27,054 | $1.2M |
| Financial Management Network Inc. | 0.28% | Reduce -2.5% | 26,102 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.1% | 25,643 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +9.3% | 24,868 | $1.1M |
| FMR LLC | 0.00% | Add +17.9% | 22,297 | $980K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +0.8% | 21,353 | $939K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +4.3% | 19,971 | $878K |
| Sigma Planning Corp | 0.03% | Reduce -34.1% | 19,364 | $851K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.2% | 19,107 | $840K |
| Jane Street Group, LLC | 0.00% | Reduce -55.8% | 18,901 | $831K |
| VCI Wealth Management LLC | 0.40% | Add +250.9% | 18,602 | $818K |
| Beam Wealth Advisors, Inc. | 0.26% | Reduce -4.3% | 18,078 | $795K |
| UBS Group AG | 0.00% | Reduce -14.4% | 17,516 | $770K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.0% | 17,394 | $765K |
| Sweeney & Michel, LLC | 0.31% | Add +0.5% | 16,447 | $729K |
| Grey Ledge Advisors, LLC | 0.19% | Add +5.4% | 15,612 | $686K |
| Harbour Investments, Inc. | 0.02% | Add +3.4% | 15,365 | $675K |
| D. E. Shaw & Co. | 0.00% | Add +99.1% | 15,120 | $665K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +5.6% | 15,117 | $665K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.3% | 15,040 | $661K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -7.1% | 14,151 | $622K |
| CX Institutional | 0.03% | Reduce -0.9% | 13,794 | $606K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Reduce -47.5% | 13,775 | $606K |
| Smith Salley Wealth Management | 0.04% | Add +0.9% | 13,773 | $605K |
| Independent Financial Group, LLC | 0.02% | Add +5.9% | 13,722 | $603K |
| Prairie Wealth Advisors, Inc. | 0.31% | Add +17.2% | 13,704 | $602K |
| Central Valley Advisors, LLC | 0.25% | New | 8 | $579K |
| Schmidt P J Investment Management Inc. | 0.10% | Reduce -3.1% | 12,985 | $571K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | Add +51.7% | 12,660 | $557K |
| Lynch & Associates | 0.12% | Add +12.4% | 12,245 | $538K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 11,912 | $524K |
| Sowa Financial Group, Inc. | 0.39% | New | 11,812 | $519K |
| Ameritas Advisory Services, LLC | 0.02% | Add +78.9% | 11,771 | $517K |
| Heck Capital Advisors, LLC | 0.06% | Reduce -2.4% | 11,754 | $517K |
| Glass Jacobson Investment Advisors llc | 0.19% | Add +1.3% | 11,624 | $511K |
| Demars Financial Group, LLC | 0.24% | Reduce -3.2% | 11,619 | $511K |
| Gibson Wealth Advisors LLC | 0.45% | No change | 11,000 | $484K |
| Secure Asset Management, LLC | 0.09% | New | 10,274 | $452K |
| Stifel Financial Corp. | 0.00% | Add +2.5% | 10,196 | $448K |
| Trail Ridge Investment Advisors, LLC | 0.23% | Add +7.5% | 10,124 | $445K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -1.4% | 10,039 | $441K |
| Royal Bank of Canada | 0.00% | Reduce -60.9% | 9,890 | $435K |
| PFG Advisors | 0.03% | Add +73.2% | 9,883 | $434K |
| Stableford Capital II LLC | 0.16% | Reduce -0.8% | 9,217 | $418K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.2% | 9,281 | $408K |
| Callan Capital, LLC | 0.03% | No change | 8,974 | $394K |
| Mariner, LLC | 0.00% | No change | 8,886 | $391K |
| FLC Capital Advisors | 0.09% | No change | 7,928 | $349K |
| Creative Financial Designs Inc. | 0.03% | Reduce -6.6% | 7,865 | $346K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 7,694 | $338K |
| Accel Wealth Management | 0.13% | Add +0.6% | 7,645 | $336K |
| Ellis Investment Partners, LLC | 0.07% | Add +3.6% | 6,991 | $307K |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.