Fidelity MSCI US UtilitiesFUTYETF
13F holders, Q4 2024 (December 31)214holders +17
30new positions
24sold out
3famous investors
$48.77avg. 13F price*
At the end of Q4 2024, 214 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings, up 17 from Q3 2024. 30 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($430.3M), AE Wealth Management LLC ($37.1M) and Lido Advisors, LLC ($26.8M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Fidelity MSCI US Utilities
- CUSIP
- 316092865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $45.8M |
| Exits | 24 | $19.9M |
All 13F filers, Q3 2024 → Q4 2024: 5,801,437 shares bought and 1,199,145 shares sold, net +4,602,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| Bank of America Corp. | 0.04% | Add +89.8% | 8,822,859 | $430.3M |
| AE Wealth Management LLC | 0.31% | Add +20.5% | 759,746 | $37.1M |
| Lido Advisors, LLC | 0.17% | Add +4.1% | 549,125 | $26.8M |
| LPL Financial LLC | 0.01% | Add +56.7% | 470,099 | $22.9M |
| Osaic Holdings, Inc. | 0.04% | Add +20.2% | 340,667 | $16.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +11.6% | 331,379 | $16.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.5% | 326,888 | $15.9M |
| Aptus Capital Advisors, LLC | 0.16% | New | 271,021 | $13.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.2% | 270,570 | $13.2M |
| Morgan Stanley | 0.00% | Reduce -3.9% | 224,734 | $11.0M |
| HighTower Advisors, LLC | 0.01% | Add +4.3% | 217,756 | $10.6M |
| Two Sigma Investments, LP | 0.02% | New | 189,200 | $9.2M |
| IFG Advisory, LLC | 0.40% | Add +3.9% | 143,930 | $7.0M |
| UBS Group AG | 0.00% | Add +106.2% | 132,493 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.8% | 109,540 | $5.3M |
| Apollon Wealth Management, LLC | 0.12% | New | 104,026 | $5.1M |
| Estate Counselors, LLC | 0.51% | Reduce -4.7% | 96,905 | $4.7M |
| Brookstone Capital Management | 0.07% | Reduce -41.3% | 96,574 | $4.7M |
| Traphagen Investment Advisors LLC | 0.45% | Reduce -31.9% | 90,286 | $4.4M |
| Valmark Advisers, Inc. | 0.07% | Add +1.6% | 87,594 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -45.9% | 82,712 | $4.0M |
| Advisory Services Network, LLC | 0.07% | Reduce -22.4% | 82,278 | $4.0M |
| Agf Management Ltd. | 0.02% | Add +18.0% | 80,284 | $3.9M |
| Conrad Siegel Investment Advisors, Inc. | 1.03% | Add +13.4% | 78,468 | $3.8M |
| Richard C. Young & CO., LTD. | 0.41% | Reduce -0.2% | 77,967 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | New | 70,826 | $3.5M |
| Kingswood Wealth Advisors, LLC | 0.24% | Reduce -41.3% | 65,178 | $3.2M |
| Citadel Advisors | 0.00% | Add +24.2% | 64,365 | $3.1M |
| Modern Wealth Management, LLC | 0.12% | New | 63,427 | $3.1M |
| Raymond James Financial Inc. | 0.00% | — | 61,004 | $3.0M |
| Beaumont Financial Advisors, LLC | 0.22% | Add +14.8% | 60,831 | $3.0M |
| LifePlan Investment Advisors, Inc. | 1.81% | Reduce -3.0% | 59,936 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +44.3% | 54,052 | $2.6M |
| D. E. Shaw & Co. | 0.00% | New | 53,327 | $2.6M |
| Grey Ledge Advisors, LLC | 0.65% | Add +0.8% | 51,659 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +2.2% | 50,566 | $2.5M |
| Primoris Wealth Advisors, LLC | 1.83% | Reduce -13.2% | 49,375 | $2.4M |
| Centric Wealth Management | 0.60% | New | 45,562 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -0.6% | 45,145 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.7% | 43,136 | $2.1M |
| Southern Capital Advisors, LLC | 1.15% | New | 42,670 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -9.4% | 41,942 | $2.0M |
| Maltin Wealth Management, Inc. | 1.00% | Add +0.8% | 41,578 | $2.0M |
| Atlas Capital Advisors Inc. | 0.26% | Reduce -10.7% | 41,041 | $2.0M |
| Yoder Wealth Management, Inc. | 1.03% | Add +7.0% | 38,324 | $1.9M |
| Archer Investment Management, LLC | 1.09% | — | 36,416 | $1.8M |
| Proquility Private Wealth Partners, LLC | 0.57% | Reduce -3.7% | 36,094 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -22.3% | 34,913 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.6% | 34,260 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +8.2% | 33,992 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -1.1% | 33,450 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -1.1% | 33,450 | $1.6M |
| Full Sail Capital, LLC | 0.10% | Reduce -2.7% | 31,860 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 31,538 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +198.0% | 30,991 | $1.5M |
| Lifeworks Advisors, LLC | 0.27% | Add +312.0% | 30,469 | $1.5M |
| FMR LLC | 0.00% | Add +4.6% | 30,203 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Add +2.7% | 29,159 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +13.0% | 27,089 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.12% | Add +0.5% | 25,560 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +24.4% | 25,113 | $1.2M |
| Smith Shellnut Wilson LLC | 0.52% | Reduce -46.8% | 24,015 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +10.8% | 23,809 | $1.2M |
| Investment Management Corp. /Va/ | 1.02% | — | 23,469 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -40.0% | 22,739 | $1.1M |
| Nwam LLC | 0.06% | Add +5.2% | 21,318 | $1.0M |
| Ameritas Advisory Services, LLC | 0.03% | Add +25.8% | 20,216 | $986K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -0.6% | 19,905 | $971K |
| Elite Financial, Inc. | 0.50% | — | 19,046 | $928K |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.8% | 18,865 | $920K |
| Royal Bank of Canada | 0.00% | Add +63.3% | 18,866 | $920K |
| Beck Bode, LLC | 0.16% | Reduce -31.8% | 18,305 | $893K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.8% | 17,923 | $874K |
| Beam Wealth Advisors, Inc. | 0.27% | Reduce -4.9% | 17,555 | $856K |
| GTS Securities LLC | 0.04% | New | 17,114 | $835K |
| Harbour Investments, Inc. | 0.02% | Add +6.6% | 16,993 | $829K |
| Independent Financial Group, LLC | 0.03% | Reduce -15.8% | 16,595 | $809K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.1% | 16,348 | $797K |
| Financial Management Network Inc. | 0.16% | Reduce -21.0% | 15,952 | $792K |
| Maxele Advisors, LLC | 0.76% | — | 16,233 | $792K |
| Generation Capital Management LLC | 0.67% | — | 15,910 | $776K |
| Prairie Wealth Advisors, Inc. | 0.37% | Add +8.9% | 15,649 | $763K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.0% | 14,711 | $717K |
| Elevated Capital Advisors, LLC | 0.19% | Add +52.0% | 14,100 | $688K |
| Freedom Investment Management, Inc. | 0.05% | New | 13,517 | $659K |
| Smith Salley Wealth Management | 0.04% | Reduce -4.4% | 13,474 | $657K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -23.5% | 13,328 | $650K |
| Lynch & Associates | 0.14% | Reduce -1.4% | 12,974 | $633K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +183.7% | 12,973 | $633K |
| Glass Jacobson Investment Advisors llc | 0.20% | Add +4.1% | 12,639 | $616K |
| Schmidt P J Investment Management Inc. | 0.11% | Reduce -1.1% | 12,627 | $616K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Reduce -5.0% | 12,425 | $606K |
| PFG Advisors | 0.04% | Add +13.4% | 12,421 | $606K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.7% | 12,080 | $589K |
| Heck Capital Advisors, LLC | 0.07% | Reduce -0.4% | 11,770 | $574K |
| CreativeOne Wealth, LLC | 0.02% | New | 11,579 | $565K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.8% | 11,273 | $550K |
| Demars Financial Group, LLC | 0.24% | Reduce -2.7% | 11,161 | $544K |
| Gibson Wealth Advisors LLC | 0.44% | No change | 11,000 | $536K |
| Trail Ridge Investment Advisors, LLC | 0.24% | Add +1.6% | 10,526 | $513K |
| Exchange Capital Management, Inc. | 0.08% | Reduce -1.1% | 9,702 | $473K |
| Mascoma Wealth Management LLC | 0.12% | Add +1.1% | 9,593 | $468K |
| Callan Capital, LLC | 0.03% | No change | 8,974 | $438K |
| Stableford Capital II LLC | 0.17% | Reduce -2.8% | 8,963 | $437K |
| VCI Wealth Management LLC | 0.18% | Add +11.6% | 8,547 | $417K |
| Mariner, LLC | 0.00% | No change | 8,363 | $408K |
| FLC Capital Advisors | 0.09% | No change | 8,128 | $396K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.6% | 8,052 | $393K |
| Claris Financial LLC | 0.25% | — | 7,893 | $385K |
| Creative Financial Designs Inc. | 0.03% | Add +0.5% | 7,774 | $379K |
| Global Financial Private Client, LLC | 0.14% | Add +146.6% | 7,666 | $374K |
| Accel Wealth Management | 0.14% | Reduce -1.7% | 7,650 | $373K |
| American National Bank & Trust | 0.04% | Add +307.3% | 7,185 | $350K |
| Ellis Investment Partners, LLC | 0.07% | Reduce -2.6% | 7,028 | $343K |
| WBH Advisory Inc. | 0.03% | Reduce -0.5% | 6,796 | $331K |
| Kingsview Wealth Management, LLC | 0.01% | Add +7.3% | 6,784 | $331K |
| Centennial Wealth Advisory LLC | 0.13% | Add +4.4% | 6,542 | $319K |
| Blair William & Co. | 0.00% | Reduce -0.5% | 6,471 | $316K |
| Vicus Capital | 0.03% | New | 6,356 | $310K |
| RFG Advisory, LLC | 0.01% | New | 6,215 | $303K |
| Everstar Asset Management, LLC | 0.21% | Reduce -16.4% | 6,100 | $297K |
| Fortis Advisors, LLC | 0.19% | Add +0.5% | 6,045 | $295K |
| KDK Private Wealth Management, LLC | 0.31% | — | 6,035 | $294K |
| Ballew Advisors, Inc | 0.18% | Add +0.0% | 5,946 | $286K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -69.5% | 5,862 | $286K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.9% | 5,758 | $281K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 5,500 | $268K |
| Renaissance Technologies | 0.00% | New | 5,400 | $263K |
| Arkadios Wealth Advisors | 0.01% | Reduce -15.9% | 5,289 | $258K |
| Essex Financial Services, Inc. | 0.02% | Reduce -5.6% | 5,263 | $257K |
| HBW Advisory Services LLC | 0.03% | Add +9.4% | 5,084 | $248K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.4% | 4,896 | $247K |
| Sovran Advisors, LLC | 0.04% | — | 5,047 | $246K |
| BKM Wealth Management, LLC | 0.10% | No change | 4,960 | $242K |
| Pathway Financial Advisers, LLC | 0.08% | Reduce -0.5% | 4,907 | $239K |
| Summit Financial, LLC | 0.01% | Add +0.7% | 4,896 | $239K |
| Q3 Asset Management | 0.13% | Reduce -98.6% | 4,458 | $217K |
| D.B. Root & Company, LLC | 0.07% | No change | 4,377 | $213K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 4,214 | $205K |
| CoreCap Advisors, LLC | 0.01% | Add +73.3% | 4,161 | $203K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,160 | $203K |
| Jones Financial Companies LLLP | 0.00% | Add +1140.7% | 4,057 | $198K |
| Citigroup Inc. | 0.00% | Add +235.2% | 3,748 | $183K |
| Rogco, LP | 0.07% | No change | 3,495 | $170K |
| Comerica Bank | 0.00% | Reduce -5.3% | 3,317 | $162K |
| Global Retirement Partners, LLC | 0.00% | Add +12.8% | 2,769 | $135K |
| Principal Securities, Inc. | 0.00% | Add +7.2% | 1,704 | $83K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -5.4% | 1,517 | $74K |
| Roxbury Financial LLC | 0.07% | — | 1,383 | $74K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +167.8% | 1,462 | $71K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,300 | $63K |
| Tradewinds Capital Management, LLC | 0.02% | New | 1,240 | $60K |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.5% | 1,180 | $58K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 1,173 | $57K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -10.2% | 1,010 | $51K |
| Aspetuck Financial Management LLC | 0.04% | — | 1,000 | $49K |
| EPG Wealth Management LLC | 0.01% | Reduce -35.1% | 920 | $45K |
| Colonial Trust Co / SC | 0.01% | No change | 828 | $40K |
| Cwm, LLC | 0.00% | Reduce -36.2% | 790 | $39K |
| Whittier Trust Co. | 0.00% | No change | 785 | $38K |
| Rialto Wealth Management, LLC | 0.01% | — | 753 | $37K |
| Hanson & Doremus Investment Management | 0.00% | No change | 613 | $30K |
| MAI Capital Management | 0.00% | New | 572 | $28K |
| Franklin Resources Inc. | 0.00% | No change | 562 | $27K |
| Sound Income Strategies, LLC | 0.00% | New | 552 | $27K |
| Quadrant Capital Group LLC | 0.00% | No change | 500 | $24K |
| Hilltop National Bank | 0.01% | No change | 495 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +9700.0% | 490 | $24K |
| Larson Financial Group LLC | 0.00% | Add +300.9% | 453 | $22K |
| Sage Mountain Advisors LLC | 0.00% | No change | 392 | $19K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.8% | 384 | $19K |
| Lee Danner & Bass Inc. | 0.00% | New | 367 | $18K |
| Raffa Wealth Management, LLC | 0.00% | No change | 341 | $17K |
| Spire Wealth Management | 0.00% | New | 325 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 299 | $15K |
| Bokf, NA | 0.00% | No change | 298 | $14K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 291 | $14K |
| Modus Advisors, LLC | 0.00% | New | 268 | $13K |
| HighMark Wealth Management LLC | 0.01% | Add +163.0% | 263 | $13K |
| Hexagon Capital Partners LLC | 0.00% | No change | 247 | $12K |
| Simplex Trading, LLC | 0.00% | Reduce -66.4% | 256 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +26.8% | 241 | $12K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.9% | 235 | $11K |
| PMV Capital Advisers, LLC | 0.03% | — | 207 | $10K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $10K |
| Blue Trust, Inc. | 0.00% | New | 166 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | New | 153 | $7K |
| Fifth Third Bancorp | 0.00% | New | 146 | $7K |
| NFSG Corp | 0.00% | New | 117 | $6K |
| Avior Wealth Management, LLC | 0.00% | Add +105.9% | 105 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 81 | $4K |
| Key Financial Inc | 0.00% | No change | 73 | $4K |
| Mather Group, Llc. | 0.00% | New | 70 | $3K |
| Centennial Bank | 0.00% | No change | 66 | $3K |
| Allworth Financial LP | 0.00% | Reduce -97.3% | 55 | $3K |
| PSI Advisors, LLC | 0.00% | New | 50 | $2K |
| Activest Wealth Management | 0.00% | No change | 38 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 37 | $2K |
| Concord Wealth Partners | 0.00% | No change | 29 | $1K |
| Robbins Farley | 0.00% | No change | 27 | $1K |
| Golden State Wealth Management, LLC | 0.00% | — | 25 | $1K |
| Element Wealth, LLC | 0.00% | No change | 22 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 22 | $1K |
| Capital Analysts, LLC | 0.00% | Add +81.8% | 20 | $1K |
| Capital A Wealth Management, LLC | 0.00% | — | 20 | $975 |
| Reyes Financial Architecture, Inc. | 0.00% | — | 20 | $975 |
| Russell Investments Group, Ltd. | 0.00% | No change | 14 | $683 |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $586 |
| Duncker Streett & Co. Inc. | 0.00% | New | 12 | $585 |
| Barrett & Company, Inc. | 0.00% | New | 11 | $536 |
| Creekmur Asset Management LLC | 0.00% | Reduce -14.3% | 6 | $270 |
| Bank of Montreal | 0.00% | Reduce -99.9% | 5 | $244 |
| Signaturefd, LLC | 0.00% | No change | 4 | $204 |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.