Fidelity MSCI Utilities Index

FUTY • ARCA

Fidelity MSCI Utilities Index is an exchange-traded fund on ARCA. As of Q3 2025, 222 institutional investors hold shares in this ETF, with total holdings valued at $1.1B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $513.0M.

Overview

Overview of institutional ownership in FUTY as of Q3 2025

All Institutions

Institutions: 222
Value Held: $1.1B
Shares Held: 18.7M
Avg Position: $4.8M
Median Position: $403.9K

Hedge Funds

Hedge Funds: 2
Value Held: $694.6K
Shares Held: 12.3K
Avg Position: $347.3K
Median Position: $347.3K

Biggest Investors

Institutions with the largest positions in FUTY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$513.0M 0.04% of portfolio	9.1M shares	Q2 2014 Held for 11y 5m	$1.33T
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	$58.8M 0.39% of portfolio	1.0M shares	Q3 2022 Held for 3y 2m	$15.2B
A Advisor Group Holdings, Inc. Institution	-	$44.4M 0.06% of portfolio	793.7K shares	Q1 2020 Held for 5y 8m	$71.0B
L LPL Financial LLC Institution	-	$38.2M 0.01% of portfolio	676.2K shares	Q4 2014 Held for 10y 11m	$340.07B
Lido Advisors, LLC RIA/Wealth	Jason Jay Ozur CEO	$33.7M 0.14% of portfolio	596.5K shares	Q1 2017 Held for 8y 8m	$24.2B
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	$25.4M 0.12% of portfolio	450.6K shares	Q3 2020 Held for 5y 2m	$21.7B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$21.8M 0.03% of portfolio	386.4K shares	Q4 2017 Held for 7y 11m	$71.1B
Mariner Wealth Advisors, LLC RIA/Wealth	Martin Christopher Bicknell CEO	$21.0M 0.03% of portfolio	372.3K shares	Q1 2021 Held for 4y 8m	$77.3B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$19.6M 0.00% of portfolio	347.7K shares	Q1 2014 Held for 11y 8m	$1.65T
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$17.7M 0.05% of portfolio	313.4K shares	Q3 2015 Held for 10y 2m	$33.5B

Net Capital Flow

Institutional buying and selling activity for FUTY in Q3 2025

Traded: +$58.2M
Buyers: 129
Sellers: 88
Total Bought: +$89.8M
Total Sold: −$31.6M
Avg Position: $4.2M

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$16.3M +289.2K shares	$513.0M 9.1M shares
Independence Financial Advisors, LLC RIA/Wealth	+$10.5M +185.8K shares	$10.9M 192.9K shares
AE Wealth Management LLC RIA/Wealth	+$9.5M +168.6K shares	$58.8M 1.0M shares
Northside Capital Management, LLC RIA/Wealth	+$6.5M +114.4K shares	$6.7M 118.3K shares
KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth	+$6.0M +106.0K shares	$8.3M 147.3K shares
L LPL Financial LLC Institution	+$3.9M +69.3K shares	$38.2M 676.2K shares
Cetera Investment Advisers RIA/Wealth	+$2.9M +52.0K shares	$5.5M 97.1K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$2.8M +50.0K shares	$5.6M 100.0K shares
A Advisor Group Holdings, Inc. Institution	+$2.7M +48.7K shares	$44.4M 793.7K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$2.6M +46.6K shares	$2.6M 46.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
Gimbal Financial RIA/Wealth	−$8.9M −168.9K shares	Sold Off 0 shares
SOUTHERN CAPITAL ADVISORS, LLC RIA/Wealth	−$2.6M −50.3K shares	Sold Off 0 shares
Modern Wealth Management, LLC RIA/Wealth	−$2.2M −39.3K shares	$1.5M 25.9K shares
Archer Investment Management, LLC RIA/Wealth	−$1.9M −35.6K shares	Sold Off 0 shares
T TABLEAUX LLC Institution	−$1.3M −20.6K shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$1.2M −22.5K shares	Sold Off 0 shares
SMITH SHELLNUT WILSON LLC /ADV RIA/Wealth	−$1.0M −18.2K shares	$340.0K 6.0K shares
RFG Advisory Group, LLC RIA/Wealth	−$1.0M −19.3K shares	Sold Off 0 shares
P PRIMORIS WEALTH ADVISORS, LLC RIA/Wealth	−$1.0M −17.8K shares	$1.6M 28.7K shares
T Tower Research Capital LLC Institution	−$843.2K −16.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FUTY in Q3 2025

New Positions: 13
New Value: $4.2M
Exited Positions: 30
Exited Value: $21.7M

New Positions

Institution	Position Value
ROMAN BUTLER FULLERTON & CO RIA/Wealth	$1.2M 20.1K shares
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth	$860.1K 15.2K shares
D DAYMARK WEALTH PARTNERS, LLC RIA/Wealth	$601.5K 10.7K shares
MARSHALL INVESTMENT MANAGEMENT, LLC RIA/Wealth	$426.1K 7.5K shares
Rossmore Private Capital RIA/Wealth	$389.6K 6.9K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$252.5K 4.5K shares
H HOGE FINANCIAL SERVICES, LLC Institution	$210.0K 3.7K shares
Bank of New York Mellon Corp Institution	$202.1K 3.6K shares
Union Bankshares Corp Institution	$39.1K 692.0 shares
Transamerica Financial Advisors, Inc. Institution	$15.8K 279.0 shares

Exited Positions

Institution	Previous Position
Gimbal Financial RIA/Wealth	$8.9M 168.9K shares
SOUTHERN CAPITAL ADVISORS, LLC RIA/Wealth	$2.6M 50.3K shares
Archer Investment Management, LLC RIA/Wealth	$1.9M 35.6K shares
T TABLEAUX LLC Institution	$1.3M 20.6K shares
GOLDMAN SACHS GROUP INC Institution	$1.2M 22.5K shares
RFG Advisory Group, LLC RIA/Wealth	$1.0M 19.3K shares
T Tower Research Capital LLC Institution	$843.2K 16.0K shares
D D. E. Shaw & Co., Inc. Institution	$827.3K 15.7K shares
Private Advisor Group, LLC RIA/Wealth	$652.2K 12.4K shares
Strategic Blueprint, LLC RIA/Wealth	$469.9K 8.9K shares

Options Activity

Institutions with the largest Call and Put options positions in FUTY as of Q3 2025

Call Positions: 1
Call Value: $259.8K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$259.8K 46.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FUTY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Independence Financial Advisors, LLC RIA/Wealth	Michael Francis Ventura CEO	3.32% $10.9M	192.9K shares	Q1 2025 Held for 8 months	$328.3M
SWEENEY & MICHEL, LLC RIA/Wealth	Renee Ann Michel Managing Partner	1.65% $4.9M	84.0K shares	Q1 2025 Held for 8 months	$297.5M
L LifePlan Investment Advisors, Inc. RIA/Wealth	Alex Paul Sutherland Owner	1.44% $3.4M	60.3K shares	Q2 2023 Held for 2y 5m	$236.3M
E Estate Counselors, LLC Institution	-	1.30% $15.2M	269.1K shares	Q1 2019 Held for 6y 8m	$1.2B
INVESTMENT MANAGEMENT CORP /VA/ /ADV RIA/Wealth	John Gregory Tinaglia President	1.24% $1.3M	23.4K shares	Q4 2024 Held for 11 months	$106.7M
M Maltin Wealth Management, Inc. Institution	-	1.23% $2.8M	48.7K shares	Q4 2019 Held for 5y 11m	$223.6M
Yoder Wealth Management, Inc. RIA/Wealth	Anat Nurit Levy Yoder CEO	1.20% $2.5M	44.9K shares	Q1 2023 Held for 2y 8m	$211.3M
P PRIMORIS WEALTH ADVISORS, LLC RIA/Wealth	Raymond L Eaton Managing Partner	1.03% $1.6M	28.7K shares	Q3 2024 Held for 1y 2m	$156.9M
Maxele Advisors, LLC RIA/Wealth	Stephen M Erken Managing Partner	0.92% $1.1M	19.0K shares	Q4 2024 Held for 11 months	$115.9M
Conrad Siegel Investment Advisors, Inc. RIA/Wealth	Tara Lee Mashack-Behney President	0.88% $4.2M	74.6K shares	Q1 2022 Held for 3y 8m	$476.4M

Hedge Fund Spotlight

Discover hedge funds investing in FUTY

Everstar Asset Management, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerLee Christopher Larson

Portfolio Value: $176.3M
Positions: 189
Last Reported: Q3 2025

Sector Allocation

Position in Fidelity MSCI Utilities Index

Market Value: $344.5K
Shares Held: 6.1K
Portfolio Weight: 0.20%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$9.9M	5.59%
2 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$8.7M	4.96%
3 iShares 3-7 Year Treasury Bond IEI	ETF ETF	$7.9M	4.49%