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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
JIP
76
Jaffetilchin Investment Partners
Florida
$387K +$29K +712 +8%
SCI
77
Stableford Capital II
Arizona
$375K -$313K -7,697 -45%
AWM
78
Accel Wealth Management
Iowa
$367K +$367K +9,032 New
HighTower Advisors
79
HighTower Advisors
Illinois
$362K +$20.7K +510 +6%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$348K +$41 +1 +0%
SSWM
81
Smith Salley Wealth Management
North Carolina
$340K +$32.7K +805 +11%
SWM
82
SeaCrest Wealth Management
New York
$328K -$181K -4,452 -36%
RG
83
Rikoon Group
New Mexico
$293K +$4.11K +101 +1%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$293K +$294K +7,233 New
GGS
85
Galvin Gaustad & Stein
Arizona
$276K +$276K +6,790 New
LA
86
Lynch & Associates
Indiana
$263K +$16.7K +410 +7%
EIP
87
Ellis Investment Partners
Pennsylvania
$262K +$2.2K +54 +0.8%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$259K +$260K +6,385 New
NAM
89
NorthCoast Asset Management
Connecticut
$251K +$251K +6,174 New
IAIM
90
International Assets Investment Management
Florida
$248K +$149K +3,670 New
WA
91
WBH Advisory
Maryland
$241K -$4.07K -100 -2%
Renaissance Technologies
92
Renaissance Technologies
New York
$235K +$236K +5,800 New
Truist Financial
93
Truist Financial
North Carolina
$206K -$1.82M -44,818 -90%
CFD
94
Creative Financial Designs
Indiana
$201K +$26.4K +648 +15%
AWA
95
Arkadios Wealth Advisors
Georgia
$201K +$125K +3,078 +164%
UBS Group
96
UBS Group
Switzerland
$195K +$25.2K +620 +15%
BAM
97
Belpointe Asset Management
Nevada
$152K
Citigroup
98
Citigroup
New York
$146K +$56.9K +1,400 +64%
IA
99
Inspire Advisors
Idaho
$126K +$127K +3,111 New
IA
100
IFP Advisors
Florida
$109K -$38.6K -949 -26%

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.