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Fidelity MSCI Utilities Index ETF
FUTY

165 hedge funds and large institutions have $444M invested in Fidelity MSCI Utilities Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 35

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

9% more funds holding

Funds holding: 151 → 165 (+14)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% less capital invested

Capital invested by funds: $445M → $444M (-$1.19M)

2.85% less ownership

Funds ownership: 35.93% → 33.07% (-2.9%)

Holders
165
Holders Change
+14
Holders Change %
+9.27%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
71
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$22.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.33M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.03M
4
RWP
RWA Wealth Partners
Massachusetts
+$5.52M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.83M

Top Sellers

1
RA
Rational Advisors
New York
-$65.1M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$18.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$10.3M
4
BCM
Brookstone Capital Management
Illinois
-$5.78M
5
KCM
Karp Capital Management
California
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$477K +$181K +4,044 +68%
William Blair & Company
77
William Blair & Company
Illinois
$473K -$9.09K -203 -2%
SFG
78
Sowa Financial Group
Rhode Island
$469K – – –
AWM
79
Accel Wealth Management
Iowa
$465K +$1.75K +39 +0.4%
SHIM
80
Stone House Investment Management
Pennsylvania
$456K +$426K +9,515 New
PAS
81
Park Avenue Securities
New York
$443K +$210K +4,685 +103%
MA
82
Mutual Advisors
Nebraska
$440K +$3.4K +76 +0.8%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$434K -$45.3K -1,012 -10%
AAS
84
Avantax Advisory Services
Texas
$421K +$394K +8,803 New
TRIA
85
Trail Ridge Investment Advisors
Colorado
$412K +$178K +3,970 +86%
LBA
86
Lowell Blake & Associates
Massachusetts
$400K – – –
AAS
87
Ameritas Advisory Services
Nebraska
$394K +$118K +2,635 +47%
LA
88
Lynch & Associates
Indiana
$375K +$4.75K +106 +1%
PPA
89
Parametric Portfolio Associates
Washington
$370K +$88.5K +1,977 +34%
EIP
90
Ellis Investment Partners
Pennsylvania
$362K +$10.9K +244 +3%
WA
91
WBH Advisory
Maryland
$339K +$25.4K +567 +9%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$331K +$18.5K +413 +6%
EFS
93
Essex Financial Services
Connecticut
$319K +$298K +6,666 New
LSA
94
Lansing Street Advisors
Pennsylvania
$304K +$275K +6,146 New
WWM
95
Western Wealth Management
Colorado
$304K +$283K +6,332 New
GCWM
96
Graham Capital Wealth Management
District of Columbia
$296K -$1.03M -22,935 -79%
RCA
97
Reitz Capital Advisors
Michigan
$279K -$42.5K -950 -14%
RCAG
98
Rehmann Capital Advisory Group
Michigan
$267K +$45 +1 +0%
FMN
99
Financial Management Network
California
$262K – – –
VC
100
Vicus Capital
Pennsylvania
$260K -$7.65K -171 -3%
2 3
4
5 6

FUTY Hedge Fund Activity: Q1 2022 in Review

165 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2022, worth a combined $444M — down 0.27% from $445M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FUTY positions and 17 closed out — a net gain of 17 holders — while 71 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $22.6M. The largest seller was Rational Advisors, exiting entirely with an estimated $65.1M sold.

  • 165 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2022, up from 151 in Q4 2021.
  • Funds reported $444M of Fidelity MSCI Utilities Index ETF stock for Q1 2022, down 0.27% quarter-over-quarter.
  • 34 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2022 and 17 closed out, a net change of +17 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2022 was Bank of America, an estimated $22.6M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q1 2022 was Rational Advisors, an estimated $65.1M sold.

Based on aggregated 13F filings for Q1 2022.