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Fidelity MSCI Utilities Index ETF
FUTY

180 hedge funds and large institutions have $458M invested in Fidelity MSCI Utilities Index ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 63

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 183 → 180 (-3)

11.59% less ownership

Funds ownership: 51.52% → 39.93% (-12%)

34% less capital invested

Capital invested by funds: $694M → $458M (-$236M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
70
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$4.43M
2
AWM
AE Wealth Management
Kansas
+$3.42M
3
Goldman Sachs
Goldman Sachs
New York
+$3.27M
4
CW
Connectus Wealth
Ohio
+$2.93M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$202M
2
RA
Rational Advisors
New York
-$21.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$17.2M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$8.15M
5
Morgan Stanley
Morgan Stanley
New York
-$6.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.13M +$868K +21,571 +76%
Wells Fargo
27
Wells Fargo
California
$1.94M -$93K -2,311 -5%
Jane Street
28
Jane Street
New York
$1.81M +$1.12M +27,715 +185%
KAS
29
Kestra Advisory Services
Texas
$1.79M +$139K +3,456 +9%
NA
30
NewEdge Advisors
Louisiana
$1.68M +$53.4K +1,328 +3%
RJA
31
Raymond James & Associates
Florida
$1.62M +$207K +5,140 +16%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.61M -$35.2K -875 -2%
MWM
33
Maltin Wealth Management
New Jersey
$1.58M +$105K +2,618 +8%
LNC
34
Lincoln National Corp
Pennsylvania
$1.55M +$467K +11,604 +47%
TRCT
35
Tower Research Capital (TRC)
New York
$1.54M +$1.19M +29,668 +452%
FSC
36
Full Sail Capital
Oklahoma
$1.54M +$90K +2,237 +7%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.4M +$707K +17,559 +113%
YWM
38
Yoder Wealth Management
California
$1.38M +$152K +3,788 +13%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.35M -$1.94M -48,249 -60%
PPWP
40
Proquility Private Wealth Partners
Nevada
$1.26M +$734K +18,239 +160%
SPC
41
Sigma Planning Corp
Michigan
$1.25M +$605K +15,026 +105%
AM
42
AGF Management
Ontario, Canada
$1.18M +$388K +9,640 +53%
AAS
43
Avantax Advisory Services
Texas
$1.15M +$3.02K +75 +0.3%
FMN
44
Financial Management Network
California
$1.12M -$142K -3,530 -12%
GGS
45
Galvin Gaustad & Stein
Arizona
$1.11M -$264K -6,555 -20%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.07M +$380K +9,448 +60%
AWS
47
Atria Wealth Solutions
New York
$1.03M +$2.17K +54 +0.2%
NL
48
NWAM LLC
Washington
$1.01M -$307K -7,625 -25%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$967K +$126K +3,140 +16%
CIAS
50
Capital Investment Advisory Services
North Carolina
$965K +$1.05K +26 +0.1%
1
2
3 4 5

FUTY Hedge Fund Activity: Q1 2024 in Review

180 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2024, worth a combined $458M — down 34% from $694M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of FUTY and 19 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 70 added.

The largest buyer was Lido Advisors, adding an estimated $4.43M. The largest seller was Bank of America, cutting an estimated $202M.

  • 180 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2024, down from 183 in Q4 2023.
  • Funds reported $458M of Fidelity MSCI Utilities Index ETF stock for Q1 2024, down 34% quarter-over-quarter.
  • 19 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2024 and 21 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2024 was Lido Advisors, an estimated $4.43M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q1 2024 was Bank of America, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2024.