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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
48
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$8.04M
2
Truist Financial
Truist Financial
North Carolina
+$5.68M
3
FFA
Fragasso Financial Advisors
Pennsylvania
+$1.93M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.46M
5
Lido Advisors
Lido Advisors
California
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$80.7M
2
Charles Schwab
Charles Schwab
California
-$40.2M
3
FI
FormulaFolio Investments
Michigan
-$28.9M
4
TIA
Traphagen Investment Advisors
New Jersey
-$11.6M
5
MIS
Morningstar Investment Services
Illinois
-$7.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
76
Rehmann Capital Advisory Group
Michigan
$356K – – –
MA
77
Mutual Advisors
Nebraska
$352K -$117K -2,911 -26%
UBS Group
78
UBS Group
Switzerland
$352K +$149K +3,689 +77%
VR
79
Viridian RIA
Washington
$341K – – –
SFS
80
Sowell Financial Services
Arkansas
$330K -$3.02M -74,976 -91%
AAS
81
Avantax Advisory Services
Texas
$290K -$116K -2,888 -29%
CPIA
82
Cornell Pochily Investment Advisors
New York
$290K +$282K +7,000 New
EIP
83
Ellis Investment Partners
Pennsylvania
$270K +$1.65K +41 +0.6%
LA
84
Lynch & Associates
Indiana
$268K -$806 -20 -0.3%
IAIM
85
International Assets Investment Management
Florida
$248K – – –
GGS
86
Galvin Gaustad & Stein
Arizona
$245K -$35.7K -885 -13%
LNC
87
Lincoln National Corp
Pennsylvania
$244K -$157K -3,893 -40%
WA
88
WBH Advisory
Maryland
$244K – – –
RJFSA
89
Raymond James Financial Services Advisors
Florida
$236K -$27.8K -691 -11%
VC
90
Vicus Capital
Pennsylvania
$222K +$216K +5,355 New
RJA
91
Raymond James & Associates
Florida
$205K +$199K +4,944 New
BAM
92
Belpointe Asset Management
Nevada
$155K – – –
AWA
93
Arkadios Wealth Advisors
Georgia
$148K -$55.1K -1,368 -28%
HI
94
Harbour Investments
Wisconsin
$97K +$93.8K +2,327 New
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$95K +$62.1K +1,541 +205%
GI
96
Gradient Investments
Minnesota
$81K +$73.5K +1,824 +1,471%
CFD
97
Creative Financial Designs
Indiana
$79K -$123K -3,047 -62%
CAAS
98
Capital Asset Advisory Services
Michigan
$74K +$26K +644 +56%
GEA
99
Glen Eagle Advisors
New Jersey
$72.6K – – –
VFA
100
Valeo Financial Advisors
Indiana
$72K +$70.1K +1,739 New
2 3
4
5 6

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.