Fidelity MSCI US UtilitiesFUTYETF
13F holders, Q3 2024 (September 30)197holders +22
37new positions
17sold out
1famous investor
$51.75avg. 13F price*
At the end of Q3 2024, 197 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings, up 22 from Q2 2024. 37 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($240.8M), AE Wealth Management LLC ($32.7M) and Lido Advisors, LLC ($27.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI US Utilities
- CUSIP
- 316092865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $27.6M |
| Exits | 17 | $5.8M |
All 13F filers, Q2 2024 → Q3 2024: 1,842,120 shares bought and 389,907 shares sold, net +1,452,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| Bank of America Corp. | 0.02% | Add +7.3% | 4,647,561 | $240.8M |
| AE Wealth Management LLC | 0.30% | Add +15.2% | 630,597 | $32.7M |
| Lido Advisors, LLC | 0.21% | Add +1.6% | 527,629 | $27.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +30.8% | 335,282 | $17.4M |
| Q3 Asset Management | 3.92% | Add +179.3% | 323,523 | $16.8M |
| LPL Financial LLC | 0.01% | Add +17.1% | 300,032 | $15.5M |
| Kestra Advisory Services, LLC | 0.08% | Add +2.8% | 296,960 | $15.4M |
| Osaic Holdings, Inc. | 0.03% | Add +6.4% | 283,352 | $14.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +15.6% | 262,221 | $13.6M |
| Morgan Stanley | 0.00% | Add +7.2% | 233,841 | $12.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.6% | 209,717 | $10.9M |
| HighTower Advisors, LLC | 0.02% | Add +1.1% | 208,720 | $10.8M |
| Brookstone Capital Management | 0.13% | Add +2.6% | 164,548 | $8.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2866.9% | 152,768 | $7.9M |
| IFG Advisory, LLC | 0.46% | Add +2.7% | 138,553 | $7.2M |
| Traphagen Investment Advisors LLC | 0.69% | Reduce -35.3% | 132,479 | $6.9M |
| Kingswood Wealth Advisors, LLC | 0.41% | New | 111,117 | $5.8M |
| Estate Counselors, LLC | 0.55% | No change | 101,640 | $5.3M |
| Monumental Financial Group Inc. | 1.78% | Add +20.0% | 92,552 | $4.8M |
| Advisory Services Network, LLC | 0.10% | No change | 106,008 | $4.7M |
| Valmark Advisers, Inc. | 0.07% | Add +11.0% | 86,237 | $4.5M |
| Richard C. Young & CO., LTD. | 0.44% | Reduce -1.4% | 78,126 | $4.0M |
| Sweeney & Michel, LLC | 1.58% | Add +362.6% | 76,080 | $4.0M |
| Grant/GrossMendelsohn, LLC | 1.59% | New | 71,013 | $3.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.97% | Add +0.4% | 69,190 | $3.6M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -4.4% | 68,299 | $3.5M |
| Agf Management Ltd. | 0.02% | Add +107.2% | 68,048 | $3.5M |
| UBS Group AG | 0.00% | Add +266.8% | 64,246 | $3.3M |
| LifePlan Investment Advisors, Inc. | 2.05% | Reduce -8.1% | 61,792 | $3.2M |
| Primoris Wealth Advisors, LLC | 2.14% | New | 56,875 | $2.9M |
| Win Advisors, Inc. | 1.37% | New | 56,508 | $2.9M |
| Beaumont Financial Advisors, LLC | 0.21% | Reduce -3.9% | 52,977 | $2.7M |
| Citadel Advisors | 0.00% | Add +15.6% | 51,825 | $2.7M |
| Grey Ledge Advisors, LLC | 0.68% | Add +228.2% | 51,235 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | New | 49,464 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 46,320 | $2.4M |
| Atlas Capital Advisors Inc. | 0.36% | Add +19.5% | 45,972 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +2.5% | 45,419 | $2.4M |
| Smith Shellnut Wilson LLC | 1.06% | Reduce -0.9% | 45,173 | $2.3M |
| Cetera Investment Advisers | 0.01% | Add +48.0% | 44,958 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +71.1% | 43,877 | $2.3M |
| Maltin Wealth Management, Inc. | 1.04% | Add +6.6% | 41,247 | $2.1M |
| Cedar Wealth Management, LLC | 0.64% | Reduce -1.4% | 39,546 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.0% | 37,931 | $2.0M |
| Proquility Private Wealth Partners, LLC | 0.62% | Add +24.0% | 37,489 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.7% | 37,469 | $1.9M |
| Yoder Wealth Management, Inc. | 1.11% | Add +4.9% | 35,812 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.8% | 33,824 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -3.8% | 33,824 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.2% | 33,712 | $1.8M |
| Full Sail Capital, LLC | 0.11% | Reduce -8.4% | 32,756 | $1.7M |
| Raymond James & Associates | 0.00% | Add +5.1% | 31,716 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +16.2% | 31,426 | $1.6M |
| Banco BTG Pactual S.A. | 0.41% | New | 30,496 | $1.6M |
| FMR LLC | 0.00% | Add +29.4% | 28,864 | $1.5M |
| GeoWealth Management, LLC | 0.05% | New | 28,382 | $1.5M |
| Beck Bode, LLC | 0.26% | Reduce -33.7% | 26,828 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.13% | Add +2.3% | 25,436 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +23.8% | 23,978 | $1.2M |
| D.A. Davidson & Co. | 0.01% | New | 23,018 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +44.1% | 21,784 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +0.6% | 21,478 | $1.1M |
| Financial Management Network Inc. | 0.22% | Reduce -22.7% | 20,182 | $1.1M |
| Nwam LLC | 0.06% | New | 20,256 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +97.9% | 20,181 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.2% | 20,015 | $1.0M |
| Independent Financial Group, LLC | 0.04% | Add +43.6% | 19,707 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | New | 19,227 | $996K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.7% | 18,390 | $961K |
| Beam Wealth Advisors, Inc. | 0.29% | Add +2.1% | 18,452 | $956K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -41.8% | 18,434 | $955K |
| Sunbelt Securities, Inc. | 0.09% | Add +23.1% | 17,416 | $902K |
| Ameritas Advisory Services, LLC | 0.04% | Add +36.6% | 16,074 | $833K |
| Harbour Investments, Inc. | 0.02% | Add +3.7% | 15,940 | $826K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.6% | 15,754 | $816K |
| B.O.S.S. Retirement Advisors, LLC | 0.16% | Add +24.3% | 15,734 | $815K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.2% | 15,014 | $778K |
| Prairie Wealth Advisors, Inc. | 0.37% | Add +4.9% | 14,374 | $745K |
| Smith Salley Wealth Management | 0.05% | Add +2.4% | 14,100 | $731K |
| Lynch & Associates | 0.14% | Add +7.4% | 13,153 | $682K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Reduce -5.1% | 13,075 | $678K |
| Schmidt P J Investment Management Inc. | 0.11% | Reduce -1.7% | 12,767 | $662K |
| Glass Jacobson Investment Advisors llc | 0.21% | Add +4.4% | 12,139 | $629K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.7% | 11,996 | $622K |
| Per Stirling Capital Management, LLC. | 0.09% | New | 11,869 | $615K |
| Heck Capital Advisors, LLC | 0.07% | Add +0.5% | 11,814 | $612K |
| Sowa Financial Group, Inc. | 0.39% | No change | 11,812 | $612K |
| Royal Bank of Canada | 0.00% | Add +16.8% | 11,552 | $599K |
| Demars Financial Group, LLC | 0.27% | Reduce -1.3% | 11,467 | $594K |
| Gibson Wealth Advisors LLC | 0.46% | No change | 11,000 | $570K |
| PFG Advisors | 0.04% | Add +10.8% | 10,954 | $568K |
| Trail Ridge Investment Advisors, LLC | 0.26% | Add +2.3% | 10,357 | $545K |
| Jane Street Group, LLC | 0.00% | Reduce -45.0% | 10,400 | $539K |
| Exchange Capital Management, Inc. | 0.08% | Reduce -2.3% | 9,809 | $508K |
| Mascoma Wealth Management LLC | 0.12% | Add +46.3% | 9,490 | $492K |
| Elevated Capital Advisors, LLC | 0.13% | New | 9,279 | $481K |
| Stableford Capital II LLC | 0.19% | No change | 9,217 | $469K |
| Callan Capital, LLC | 0.03% | No change | 8,974 | $465K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.0% | 8,818 | $457K |
| Secure Asset Management, LLC | 0.08% | Reduce -16.0% | 8,634 | $447K |
| Mariner, LLC | 0.00% | Reduce -5.9% | 8,363 | $433K |
| FLC Capital Advisors | 0.10% | Add +2.5% | 8,128 | $421K |
| Accel Wealth Management | 0.15% | Add +1.8% | 7,785 | $403K |
| Creative Financial Designs Inc. | 0.03% | Reduce -1.6% | 7,737 | $401K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 7,696 | $399K |
| VCI Wealth Management LLC | 0.18% | Reduce -58.8% | 7,656 | $397K |
| Lifeworks Advisors, LLC | 0.08% | Add +13.2% | 7,395 | $383K |
| Everstar Asset Management, LLC | 0.26% | — | 7,300 | $378K |
| Ellis Investment Partners, LLC | 0.07% | Add +3.2% | 7,213 | $374K |
| WBH Advisory Inc. | 0.03% | Reduce -0.7% | 6,833 | $354K |
| Blair William & Co. | 0.00% | Add +1.1% | 6,505 | $337K |
| Axxcess Wealth Management, LLC | 0.01% | Add +12.2% | 6,487 | $336K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.1% | 6,325 | $328K |
| Arkadios Wealth Advisors | 0.02% | Add +0.2% | 6,290 | $326K |
| Centennial Wealth Advisory LLC | 0.13% | Add +8.0% | 6,266 | $325K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +77.3% | 6,251 | $324K |
| Fortis Advisors, LLC | 0.20% | Reduce -89.7% | 6,015 | $312K |
| Ballew Advisors, Inc | 0.20% | Reduce -2.8% | 5,944 | $300K |
| Essex Financial Services, Inc. | 0.02% | New | 5,573 | $291K |
| Founders Financial Securities LLC | 0.03% | Reduce -7.1% | 5,574 | $289K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 5,500 | $285K |
| Bank of Montreal | 0.00% | Add +432.5% | 5,165 | $267K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -25.1% | 5,016 | $263K |
| BKM Wealth Management, LLC | 0.10% | No change | 4,960 | $257K |
| Pathway Financial Advisers, LLC | 0.12% | Reduce -21.0% | 4,933 | $256K |
| Summit Financial, LLC | 0.01% | New | 4,862 | $252K |
| Prudential Financial Inc. | 0.00% | Reduce -26.8% | 4,768 | $247K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +3.1% | 4,700 | $244K |
| HBW Advisory Services LLC | 0.04% | Reduce -87.0% | 4,648 | $241K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -28.7% | 4,573 | $237K |
| CX Institutional | 0.01% | Reduce -67.6% | 4,474 | $232K |
| D.B. Root & Company, LLC | 0.07% | New | 4,377 | $227K |
| Penobscot Wealth Management | 0.12% | New | 4,238 | $220K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,160 | $216K |
| Charter Oak Capital Management, LLC | 0.02% | New | 4,142 | $215K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,995 | $207K |
| Aurora Private Wealth, Inc. | 0.16% | New | 4,001 | $207K |
| Insight Advisors, LLC/ PA | 0.04% | New | 3,954 | $205K |
| Comerica Bank | 0.00% | Add +15.6% | 3,504 | $182K |
| Rogco, LP | 0.07% | Reduce -5.4% | 3,495 | $181K |
| JPMorgan Chase & Co. | 0.00% | Add +45.0% | 3,143 | $163K |
| Global Financial Private Client, LLC | 0.06% | New | 3,109 | $161K |
| Global Retirement Partners, LLC | 0.00% | Reduce -12.4% | 2,454 | $127K |
| CoreCap Advisors, LLC | 0.01% | New | 2,401 | $124K |
| Allworth Financial LP | 0.00% | No change | 2,055 | $106K |
| American National Bank & Trust | 0.01% | Add +9.2% | 1,764 | $91K |
| Glen Eagle Advisors, LLC | 0.01% | Add +21.4% | 1,604 | $83K |
| Principal Securities, Inc. | 0.00% | Add +6.0% | 1,589 | $82K |
| EPG Wealth Management LLC | 0.02% | Add +0.0% | 1,417 | $73K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,300 | $67K |
| Cwm, LLC | 0.00% | Add +8.1% | 1,239 | $64K |
| IFP Advisors, Inc | 0.00% | Reduce -26.1% | 1,168 | $61K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -12.9% | 1,125 | $58K |
| Citigroup Inc. | 0.00% | Add +51.5% | 1,118 | $58K |
| BNP Paribas Financial Markets | 0.00% | New | 1,076 | $56K |
| Colonial Trust Co / SC | 0.01% | No change | 828 | $43K |
| Whittier Trust Co. | 0.00% | No change | 785 | $41K |
| Simplex Trading, LLC | 0.00% | New | 761 | $39K |
| Hanson & Doremus Investment Management | 0.01% | No change | 613 | $32K |
| Franklin Resources Inc. | 0.00% | No change | 562 | $29K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 546 | $28K |
| Quadrant Capital Group LLC | 0.00% | No change | 500 | $26K |
| Hilltop National Bank | 0.01% | No change | 495 | $26K |
| Sage Mountain Advisors LLC | 0.00% | New | 392 | $20K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.5% | 381 | $20K |
| Lanark Financial, Inc. | 0.00% | No change | 375 | $19K |
| Raffa Wealth Management, LLC | 0.00% | No change | 341 | $18K |
| Jones Financial Companies LLLP | 0.00% | New | 327 | $17K |
| Bokf, NA | 0.00% | New | 298 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -25.3% | 299 | $15K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 291 | $15K |
| Hexagon Capital Partners LLC | 0.00% | No change | 247 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.4% | 233 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +555.2% | 190 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 135 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 113 | $6K |
| HighMark Wealth Management LLC | 0.00% | New | 100 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 81 | $4K |
| Key Financial Inc | 0.00% | No change | 73 | $4K |
| Centennial Bank | 0.00% | No change | 66 | $3K |
| Avior Wealth Management, LLC | 0.00% | New | 51 | $3K |
| Activest Wealth Management | 0.00% | Add +2.7% | 38 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 37 | $2K |
| Concord Wealth Partners | 0.00% | Reduce -9.4% | 29 | $2K |
| Robbins Farley | 0.00% | No change | 27 | $1K |
| Element Wealth, LLC | 0.00% | No change | 22 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 22 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 22 | $1K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 20 | $1K |
| Capital Analysts, LLC | 0.00% | New | 11 | $1K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 17 | $881 |
| Russell Investments Group, Ltd. | 0.00% | New | 14 | $725 |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $622 |
| Creekmur Asset Management LLC | 0.00% | Reduce -22.2% | 7 | $388 |
| Farther Finance Advisors, LLC | 0.00% | New | 5 | $261 |
| Signaturefd, LLC | 0.00% | Add +0.0% | 4 | $217 |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.