We are live on ! Find out more
FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

172 hedge funds and large institutions have $1.14B invested in Fidelity MSCI Utilities Index ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 42

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more capital invested

Capital invested by funds: $880M → $1.14B (+$258M)

7.71% more ownership

Funds ownership: 49.64% → 57.35% (+7.7%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 173 → 172 (-1)

Holders
172
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
25
Increased
71
Reduced
42
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$300M
2
NA
NewEdge Advisors
Louisiana
+$15.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.9M
4
VC
Vicus Capital
Pennsylvania
+$10.4M
5
QAM
Q3 Asset Management
Michigan
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
FFA
Fragasso Financial Advisors
Pennsylvania
-$18.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.21M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.57M
4
BCM
Brookstone Capital Management
Illinois
-$2.36M
5
ASN
Advisory Services Network
Georgia
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
26
Soltis Investment Advisors
Utah
$3.37M +$166K +3,517 +5%
DFG
27
Demars Financial Group
Washington
$2.95M +$44.1K +934 +1%
SCI
28
Stableford Capital II
Arizona
$2.73M +$2.62M +55,469 +501%
FAM
29
Forte Asset Management
New York
$2.62M -$57K -1,208 -2%
VA
30
Valmark Advisers
Ohio
$2.44M +$75.4K +1,598 +3%
KAS
31
Kestra Advisory Services
Texas
$2.35M +$515K +10,905 +24%
KCM
32
Karp Capital Management
California
$2.08M +$56.3K +1,193 +2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.01M -$367K -7,767 -14%
MFG
34
Monumental Financial Group
Maryland
$1.93M +$750K +15,883 +53%
LNC
35
Lincoln National Corp
Pennsylvania
$1.86M +$394K +8,349 +23%
HCA
36
Heck Capital Advisors
Wisconsin
$1.86M -$155K -3,278 -7%
EA
37
Eudaimonia Advisors
Tennessee
$1.84M +$74K +1,567 +4%
EP
38
Eudaimonia Partners
Tennessee
$1.83M +$240K +5,084 +13%
BFA
39
Beaumont Financial Advisors
Massachusetts
$1.8M +$2.02M +42,702 New
HMS
40
Hanseatic Management Services
New Mexico
$1.74M +$49.6K +1,050 +3%
CSIA
41
Conrad Siegel Investment Advisors
Pennsylvania
$1.69M +$161K +3,407 +9%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.68M -$17.1K -362 -0.9%
MWM
43
Maltin Wealth Management
New Jersey
$1.64M +$94.9K +2,011 +5%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.44M +$20.9K +443 +1%
NL
45
NWAM LLC
Washington
$1.36M -$157K -3,331 -9%
VCM
46
Virtue Capital Management
Tennessee
$1.32M -$136K -2,892 -8%
SPC
47
Sigma Planning Corp
Michigan
$1.31M -$31.5K -667 -2%
MWM
48
Mascoma Wealth Management
New Hampshire
$1.2M +$170K +3,601 +14%
AWS
49
Atria Wealth Solutions
New York
$1.18M +$46.4K +984 +4%
AFA
50
Atlas Financial Advisors
California
$1.15M +$1.29M +27,299 New
1
2
3 4 5

FUTY Hedge Fund Activity: Q3 2022 in Review

172 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2022, worth a combined $1.14B — up 29% from $880M a quarter earlier.

Fund positioning in FUTY was balanced in Q3 2022: 25 funds opened new positions, 25 closed out, 71 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $300M. The largest seller was Fragasso Financial Advisors, cutting an estimated $18.2M.

  • 172 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2022, down from 173 in Q2 2022.
  • Funds reported $1.14B of Fidelity MSCI Utilities Index ETF stock for Q3 2022, up 29% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2022 and 25 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2022 was Bank of America, an estimated $300M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2022 was Fragasso Financial Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2022.