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Fidelity MSCI Utilities Index ETF
FUTY

151 hedge funds and large institutions have $445M invested in Fidelity MSCI Utilities Index ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

16% more capital invested

Capital invested by funds: $382M → $445M (+$62.6M)

7% more funds holding

Funds holding: 141 → 151 (+10)

0.67% more ownership

Funds ownership: 35.26% → 35.93% (+0.67%)

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
29
Increased
62
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$17.5M
2
RA
Rational Advisors
New York
+$13.9M
3
KCM
Karp Capital Management
California
+$5.39M
4
FFA
Fragasso Financial Advisors
Pennsylvania
+$3.16M
5
Lido Advisors
Lido Advisors
California
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$10.3M
2
Bank of America
Bank of America
North Carolina
-$9.07M
3
KAS
Kestra Advisory Services
Texas
-$4.72M
4
BCM
Brookstone Capital Management
Illinois
-$3.77M
5
BCM
Beaumont Capital Management
Massachusetts
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
Mutual Advisors
Nebraska
$422K +$14.9K +342 +4%
LBA
77
Lowell Blake & Associates
Massachusetts
$386K +$5.41K +124 +2%
LA
78
Lynch & Associates
Indiana
$358K +$15.4K +353 +5%
EIP
79
Ellis Investment Partners
Pennsylvania
$339K +$1.79K +41 +0.6%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$316K +$52.1K +1,194 +21%
WA
81
WBH Advisory
Maryland
$307K +$10.9K +250 +4%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$301K +$11.5K +264 +4%
AWA
83
Arkadios Wealth Advisors
Georgia
$300K – – –
UBS Group
84
UBS Group
Switzerland
$298K -$327K -7,482 -54%
RCA
85
Reitz Capital Advisors
Michigan
$278K +$8.73K +200 +3%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$274K +$22K +505 +9%
PPA
87
Parametric Portfolio Associates
Washington
$266K +$251K +5,753 New
AAS
88
Ameritas Advisory Services
Nebraska
$259K +$244K +5,593 New
RCAG
89
Rehmann Capital Advisory Group
Michigan
$258K – – –
AIA
90
Acute Investment Advisory
Arizona
$254K +$240K +5,486 New
SAM
91
Sequent Asset Management
Texas
$250K -$10.4K -238 -4%
VC
92
Vicus Capital
Pennsylvania
$250K +$873 +20 +0.4%
FMN
93
Financial Management Network
California
$249K +$237K +5,435 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$244K -$45.7K -1,046 -17%
TRIA
95
Trail Ridge Investment Advisors
Colorado
$214K +$202K +4,629 New
PAS
96
Park Avenue Securities
New York
$211K +$199K +4,552 New
BWM
97
Birchcreek Wealth Management
Ohio
$209K +$197K +4,511 New
GWM
98
Geneos Wealth Management
Colorado
$203K +$38K +870 +25%
DBRC
99
D.B. Root & Company
Pennsylvania
$202K +$191K +4,377 New
T
100
TCWP
Ohio
$200K +$189K +4,319 New
2 3
4
5 6

FUTY Hedge Fund Activity: Q4 2021 in Review

151 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2021, worth a combined $445M — up 16% from $382M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FUTY positions and 16 closed out — a net gain of 13 holders — while 62 added to existing stakes and 36 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $17.5M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $10.3M.

  • 151 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2021, up from 141 in Q3 2021.
  • Funds reported $445M of Fidelity MSCI Utilities Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 29 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2021 and 16 closed out, a net change of +13 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $17.5M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2021.