We are live on ! Find out more
FUTY icon

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
CIAS
51
Capital Investment Advisory Services
North Carolina
$1.02M -$14.8K -341 -1%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$993K -$61.5K -1,414 -6%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$987K +$296K +6,805 +41%
JIP
54
Jaffetilchin Investment Partners
Florida
$945K +$7K +161 +0.7%
EA
55
Eudaimonia Advisors
Tennessee
$924K -$65K -1,495 -6%
SIA
56
Soltis Investment Advisors
Utah
$916K -$50.7K -1,166 -5%
YWM
57
Yoder Wealth Management
California
$882K +$42.6K +980 +5%
LNC
58
Lincoln National Corp
Pennsylvania
$867K +$178K +4,098 +25%
SS
59
Sunbelt Securities
Texas
$846K +$2.22K +51 +0.3%
LA
60
Lifeworks Advisors
Michigan
$842K +$32.2K +740 +4%
FTS
61
Fifth Third Securities
Ohio
$813K +$836K +19,224 New
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$777K -$36K -827 -4%
EP
63
Eudaimonia Partners
Tennessee
$767K +$2.78K +64 +0.4%
Goldman Sachs
64
Goldman Sachs
New York
$762K -$1.04M -23,961 -57%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$689K +$20K +459 +3%
Stifel Financial
66
Stifel Financial
Missouri
$679K -$21.8K -501 -3%
PAG
67
Private Advisor Group
New Jersey
$670K +$132K +3,027 +24%
SCA
68
Snowden Capital Advisors
New York
$653K +$34K +781 +5%
AWM
69
Abound Wealth Management
Tennessee
$652K -$1.25M -28,685 -65%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$628K -$5.95M -136,824 -90%
PJSIMP
71
P.J. Schmidt Investment Management (PJS)
Wisconsin
$616K -$20.9K -481 -3%
ACA
72
Atlas Capital Advisors
Wyoming
$603K -$105K -2,426 -15%
RJA
73
Raymond James & Associates
Florida
$599K -$63.1K -1,452 -9%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$594K +$85K +1,955 +16%
CWM
75
Cedar Wealth Management
California
$592K -$1.17K -27 -0.2%

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.