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Fidelity MSCI Utilities Index ETF
FUTY

141 hedge funds and large institutions have $382M invested in Fidelity MSCI Utilities Index ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

7% more capital invested

Capital invested by funds: $356M → $382M (+$26.6M)

2% more funds holding

Funds holding: 138 → 141 (+3)

0.82% more ownership

Funds ownership: 34.45% → 35.26% (+0.82%)

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
57
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Rational Advisors
New York
+$36.7M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$15.4M
3
LPL Financial
LPL Financial
California
+$2.87M
4
Lido Advisors
Lido Advisors
California
+$1.99M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$23.1M
2
Bank of America
Bank of America
North Carolina
-$8.64M
3
EC
Estate Counselors
Wisconsin
-$4.48M
4
ASN
Advisory Services Network
Georgia
-$1.25M
5
MML Investors Services
MML Investors Services
Massachusetts
-$722K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
76
Reitz Capital Advisors
Michigan
$271K -$8.63K -200 -3%
AWA
77
Arkadios Wealth Advisors
Georgia
$266K -$61K -1,415 -18%
WA
78
WBH Advisory
Maryland
$262K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$260K -$27.4K -635 -9%
GGS
80
Galvin Gaustad & Stein
Arizona
$258K +$8.11K +188 +3%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$257K – – –
FTUS
82
Flow Traders U.S.
New York
$244K +$255K +5,921 New
SAM
83
Sequent Asset Management
Texas
$232K – – –
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$230K +$142K +3,290 +142%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$230K -$128K -2,979 -35%
VC
86
Vicus Capital
Pennsylvania
$229K -$3.92K -91 -2%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$223K +$3.49K +81 +2%
KPWS
88
Kestra Private Wealth Services
Texas
$218K +$229K +5,307 New
AIC
89
Ameritas Investment Company
Nebraska
$205K +$215K +4,980 New
BAM
90
Belpointe Asset Management
Nevada
$168K -$6.12K -142 -3%
CH
91
Canton Hathaway
Rhode Island
$146K +$62.5K +1,450 +69%
GWM
92
Geneos Wealth Management
Colorado
$145K +$63.6K +1,475 +72%
AWM
93
Accel Wealth Management
Iowa
$110K -$292K -6,773 -72%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$105K -$9.45K -219 -8%
DI
95
Disciplined Investments
Oklahoma
$103K – – –
HI
96
Harbour Investments
Wisconsin
$91K +$173 +4 +0.2%
CFD
97
Creative Financial Designs
Indiana
$78K – – –
COCM
98
Charter Oak Capital Management
New Hampshire
$78K +$9.1K +211 +13%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$77K +$776 +18 +1%
CAAS
100
Capital Asset Advisory Services
Michigan
$74K -$3.32K -77 -4%
2 3
4
5 6

FUTY Hedge Fund Activity: Q3 2021 in Review

141 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2021, worth a combined $382M — up 7.5% from $356M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FUTY positions and 6 closed out — a net gain of 4 holders — while 57 added to existing stakes and 40 trimmed.

The largest buyer was Rational Advisors, adding an estimated $36.7M. The largest seller was Brookstone Capital Management, cutting an estimated $23.1M.

  • 141 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2021, up from 138 in Q2 2021.
  • Funds reported $382M of Fidelity MSCI Utilities Index ETF stock for Q3 2021, up 7.5% quarter-over-quarter.
  • 10 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2021 and 6 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2021 was Rational Advisors, an estimated $36.7M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2021 was Brookstone Capital Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2021.