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Fidelity MSCI Utilities Index ETF

176 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Utilities Index ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

5% more funds holding

Funds holding: 167176 (+9)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

1.16% less ownership

Funds ownership: 62.26%61.1% (-1.2%)

6% less capital invested

Capital invested by funds: $1.31B → $1.23B (-$80.9M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
26
Increased
60
Reduced
62
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$2.53M +$2.6M +59,800 New
HCA
27
Heck Capital Advisors
Wisconsin
$2.41M -$188K -4,315 -7%
Jane Street
28
Jane Street
New York
$2.25M +$2.32M +53,329 New
CSIA
29
Conrad Siegel Investment Advisors
Pennsylvania
$2.22M +$504K +11,599 +28%
Ameriprise
30
Ameriprise
Minnesota
$2.15M -$238K -5,470 -10%
Citadel Advisors
31
Citadel Advisors
Florida
$2M +$2.06M +47,410 New
MWM
32
Maltin Wealth Management
New Jersey
$1.87M +$60.6K +1,393 +3%
HAS
33
HBW Advisory Services
California
$1.85M -$3.03M -69,591 -61%
EC
34
Estate Counselors
Wisconsin
$1.73M -$4.83M -111,100 -73%
KAS
35
Kestra Advisory Services
Texas
$1.72M -$69.3K -1,594 -4%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.69M +$110K +2,528 +7%
SCA
37
Southern Capital Advisors
Tennessee
$1.54M +$1.58M +36,418 New
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$1.49M -$8.54M -196,426 -85%
PPWP
39
Proquility Private Wealth Partners
Nevada
$1.48M +$27.8K +639 +2%
NL
40
NWAM LLC
Washington
$1.48M -$12.3K -284 -0.8%
SPC
41
Sigma Planning Corp
Michigan
$1.43M -$193K -4,437 -12%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.38M +$1.12M +25,839 +380%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.37M +$60K +1,381 +4%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$1.27M -$259K -5,948 -16%
MWM
45
Mascoma Wealth Management
New Hampshire
$1.24M +$41.2K +948 +3%
FMN
46
Financial Management Network
California
$1.21M -$9.18K -211 -0.7%
UBS Group
47
UBS Group
Switzerland
$1.16M +$51.1K +1,175 +4%
AWS
48
Atria Wealth Solutions
New York
$1.13M -$7.96K -183 -0.7%
NA
49
NewEdge Advisors
Louisiana
$1.09M +$274K +6,290 +32%
JWCA
50
J.W. Cole Advisors
Florida
$1.07M -$28.8K -663 -3%

FUTY Hedge Fund Activity: Q2 2023 in Review

176 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2023, worth a combined $1.23B — down 6.2% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FUTY positions and 15 closed out — a net gain of 11 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.46M. The largest seller was Bank of America, cutting an estimated $47.5M.

  • 176 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2023, up from 167 in Q1 2023.
  • Funds reported $1.23B of Fidelity MSCI Utilities Index ETF stock for Q2 2023, down 6.2% quarter-over-quarter.
  • 26 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2023 and 15 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2023 was Wells Fargo, an estimated $5.46M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q2 2023 was Bank of America, an estimated $47.5M sold.

Based on aggregated 13F filings for Q2 2023.