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Fidelity MSCI Utilities Index ETF

140 hedge funds and large institutions have $475M invested in Fidelity MSCI Utilities Index ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more capital invested

Capital invested by funds: $250M → $475M (+$225M)

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

15% more funds holding

Funds holding: 122140 (+18)

12.36% more ownership

Funds ownership: 29.71%42.07% (+12%)

Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
54
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.99M -$4.31M -105,933 -68%
FHA
27
Flagship Harbor Advisors
Massachusetts
$1.98M -$1.97M -48,474 -50%
Citadel Advisors
28
Citadel Advisors
Florida
$1.83M +$117K +2,886 +7%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.78M +$1.19M +29,290 +201%
MWM
30
Mascoma Wealth Management
New Hampshire
$1.72M +$1.72M +42,315 New
BFA
31
Beaumont Financial Advisors
Massachusetts
$1.46M +$194K +4,764 +15%
LWA
32
Lineweaver Wealth Advisors
Ohio
$1.46M -$33K -811 -2%
MWM
33
Maltin Wealth Management
New Jersey
$1.34M -$68.8K -1,691 -5%
SPC
34
Sigma Planning Corp
Michigan
$1.24M -$55K -1,352 -4%
PCS
35
Personal CFO Solutions
New Jersey
$1.18M -$15K -368 -1%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$1.17M +$1.07M +26,429 +1,138%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.07M -$59.9K -1,474 -5%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$1.05M -$188K -4,627 -15%
AWM
39
AE Wealth Management
Kansas
$1.04M -$66K -1,622 -6%
Morgan Stanley
40
Morgan Stanley
New York
$1.04M -$331K -8,151 -24%
TGAM
41
TBH Global Asset Management
Tennessee
$808K +$123K +3,013 +18%
CA
42
Cetera Advisors
Colorado
$793K +$7.93K +195 +1%
PG
43
Prostatis Group
Maryland
$783K -$381K -9,358 -33%
CIAS
44
Capital Investment Advisory Services
North Carolina
$774K +$11.9K +292 +2%
FA
45
FMA Advisory
Pennsylvania
$743K +$7.28K +179 +1%
CH
46
Canton Hathaway
Rhode Island
$727K +$34.5K +848 +5%
WI
47
WBI Investments
New Jersey
$725K +$726K +17,864 New
FFWA
48
FRG Family Wealth Advisors
Washington
$721K -$511K -12,575 -41%
VA
49
Valmark Advisers
Ohio
$696K +$433K +10,654 +164%
CWM
50
Cedar Wealth Management
California
$694K +$76K +1,868 +12%

FUTY Hedge Fund Activity: Q4 2020 in Review

140 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2020, worth a combined $475M — up 90% from $250M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FUTY positions and 14 closed out — a net gain of 19 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $198M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $4.31M.

  • 140 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2020, up from 122 in Q3 2020.
  • Funds reported $475M of Fidelity MSCI Utilities Index ETF stock for Q4 2020, up 90% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2020 and 14 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2020 was Bank of America, an estimated $198M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q4 2020 was Northwestern Mutual Wealth Management, an estimated $4.31M sold.

Based on aggregated 13F filings for Q4 2020.