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Fidelity MSCI Utilities Index ETF

165 hedge funds and large institutions have $444M invested in Fidelity MSCI Utilities Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 35

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

9% more funds holding

Funds holding: 151165 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less capital invested

Capital invested by funds: $445M → $444M (-$1.19M)

2.85% less ownership

Funds ownership: 35.93%33.07% (-2.9%)

Holders
165
Holders Change
+14
Holders Change %
+9.27%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
71
Reduced
35
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
51
Jaffetilchin Investment Partners
Florida
$800K +$96.8K +2,163 +14%
SCA
52
Snowden Capital Advisors
New York
$791K +$87.1K +1,946 +13%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$784K +$129K +2,876 +21%
PAG
54
Private Advisor Group
New Jersey
$750K +$700K +15,640 New
BWA
55
Beam Wealth Advisors
Louisiana
$732K -$1.79K -40 -0.3%
MA
56
Maxele Advisors
Missouri
$700K +$72.9K +1,628 +13%
SCI
57
Stableford Capital II
Arizona
$646K -$640K -14,292 -52%
Financial Engines Advisors
58
Financial Engines Advisors
California
$636K +$594K +13,270 New
SS
59
Sunbelt Securities
Texas
$610K +$51.2K +1,143 +10%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$609K -$7.7K -172 -1%
ECM
61
Exchange Capital Management
Michigan
$605K -$7.97K -178 -1%
CWM
62
Cedar Wealth Management
California
$603K -$252K -5,627 -31%
SSWM
63
Smith Salley Wealth Management
North Carolina
$588K -$68.5K -1,530 -11%
BA
64
Ballew Advisors
Mississippi
$583K -$90 -2 -0%
EAM
65
Empirical Asset Management
Massachusetts
$582K +$543K +12,142 New
CAN
66
Cetera Advisor Networks
California
$577K +$8.15K +182 +2%
ACA
67
Atlas Capital Advisors
Wyoming
$570K -$174K -3,880 -25%
BBL
68
Beck Bode LLC
Massachusetts
$551K
CBFP
69
Cedar Brook Financial Partners
Ohio
$536K +$3.45K +77 +0.7%
BPA
70
Beacon Pointe Advisors
California
$535K +$500K +11,164 New
Goldman Sachs
71
Goldman Sachs
New York
$531K -$441K -9,852 -47%
Stifel Financial
72
Stifel Financial
Missouri
$514K +$480K +10,723 New
VR
73
Viridian RIA
Washington
$503K -$533K -11,914 Closed
Wells Fargo
74
Wells Fargo
California
$482K -$23.1K -516 -5%
RJA
75
Raymond James & Associates
Florida
$481K -$7.83K -175 -2%

FUTY Hedge Fund Activity: Q1 2022 in Review

165 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2022, worth a combined $444M — down 0.27% from $445M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FUTY positions and 17 closed out — a net gain of 17 holders — while 71 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $22.6M. The largest seller was Rational Advisors, exiting entirely with an estimated $65.1M sold.

  • 165 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2022, up from 151 in Q4 2021.
  • Funds reported $444M of Fidelity MSCI Utilities Index ETF stock for Q1 2022, down 0.27% quarter-over-quarter.
  • 34 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2022 and 17 closed out, a net change of +17 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2022 was Bank of America, an estimated $22.6M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q1 2022 was Rational Advisors, an estimated $65.1M sold.

Based on aggregated 13F filings for Q1 2022.