Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MSCI UTILS INDEX
-
Number of holders
-
181
-
Total 13F shares, excl. options
-
16,803,153
-
Shares change
-
-9,063,520
-
Total reported value, excl. options
-
$685,941,654
-
Value change
-
-$369,799,283
-
Number of buys
-
73
-
Number of sells
-
-97
-
Price
-
$40.86
Significant Holders of FIDELITY COVINGTON TRUST - MSCI UTILS INDEX (FUTY) as of Q4 2023
201 filings reported holding FUTY - FIDELITY COVINGTON TRUST - MSCI UTILS INDEX as of Q4 2023.
FIDELITY COVINGTON TRUST - MSCI UTILS INDEX (FUTY) has 181 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16,803,153 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (9,514,939 shares), TRAPHAGEN INVESTMENT ADVISORS LLC (861,263 shares), RATIONAL ADVISORS LLC (534,055 shares), AE Wealth Management LLC (449,011 shares), BNP PARIBAS FINANCIAL MARKETS (428,452 shares), Lido Advisors, LLC (398,531 shares), LPL Financial LLC (293,938 shares), COMMONWEALTH EQUITY SERVICES, LLC (269,855 shares), ENVESTNET ASSET MANAGEMENT INC (258,952 shares), and Cambridge Investment Research Advisors, Inc. (249,133 shares).
This table shows the top 181 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.