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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
APW
51
Aurora Private Wealth
New Jersey
$633K +$4.31K +106 +0.7%
HF
52
HRT Financial
New York
$626K -$300K -7,377 -32%
Goldman Sachs
53
Goldman Sachs
New York
$625K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$609K +$203K +4,997 +50%
ECM
55
Exchange Capital Management
Michigan
$576K -$3.94K -97 -0.7%
ACA
56
Atlas Capital Advisors
Wyoming
$556K +$39.4K +969 +8%
KWM
57
Kingsview Wealth Management
Oregon
$550K +$61.2K +1,505 +13%
5L
58
55I LLC
Massachusetts
$539K -$59.7K -1,468 -10%
SCA
59
Snowden Capital Advisors
New York
$534K +$5.73K +141 +1%
PAG
60
Private Advisor Group
New Jersey
$533K +$13.5K +331 +3%
SS
61
Sunbelt Securities
Texas
$526K -$72.9K -1,793 -12%
NL
62
NWAM LLC
Washington
$523K +$524K +12,885 New
JWCA
63
J.W. Cole Advisors
Florida
$510K +$34.6K +851 +7%
BWA
64
Beam Wealth Advisors
Louisiana
$508K +$13.1K +323 +3%
William Blair & Company
65
William Blair & Company
Illinois
$495K -$16.9K -415 -3%
BA
66
Ballew Advisors
Mississippi
$465K +$1.14K +28 +0.2%
MA
67
Mutual Advisors
Nebraska
$463K +$18K +443 +4%
TRCT
68
Tower Research Capital (TRC)
New York
$456K -$765K -18,801 -63%
CAN
69
Cetera Advisor Networks
California
$451K +$43.7K +1,074 +11%
CBFP
70
Cedar Brook Financial Partners
Ohio
$424K +$3.09K +76 +0.7%
NFG
71
Next Financial Group
Texas
$418K -$155K -3,810 -27%
WIA
72
World Investment Advisors
California
$406K +$406K +9,973 New
AAS
73
Avantax Advisory Services
Texas
$400K -$304K -7,485 -43%
LNC
74
Lincoln National Corp
Pennsylvania
$398K -$506K -12,438 -56%
SFG
75
Sowa Financial Group
Rhode Island
$397K

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.