Fidelity MSCI Utilities Index ETF
FUTY
147 hedge funds and large institutions have $314M invested in Fidelity MSCI Utilities Index ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 19 closing their positions.
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
5% more funds holding
Funds holding: 140 → 147 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 49
11.59% less ownership
Funds ownership: 42.07% → 30.47% (-12%)
34% less capital invested
Capital invested by funds: $475M → $314M (-$161M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$8.04M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$5.68M |
| 3 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$1.93M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.46M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$80.7M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$40.2M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$28.9M |
| 4 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$11.6M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$7.72M |
FUTY Hedge Fund Activity: Q1 2021 in Review
147 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2021, worth a combined $314M — down 34% from $475M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FUTY positions and 19 closed out — a net gain of 7 holders — while 48 added to existing stakes and 49 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $8.04M. The largest seller was Bank of America, cutting an estimated $80.7M.
- 147 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2021, up from 140 in Q4 2020.
- Funds reported $314M of Fidelity MSCI Utilities Index ETF stock for Q1 2021, down 34% quarter-over-quarter.
- 26 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2021 and 19 closed out, a net change of +7 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2021 was Goldman Sachs, an estimated $8.04M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q1 2021 was Bank of America, an estimated $80.7M sold.
Based on aggregated 13F filings for Q1 2021.