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Fidelity MSCI Utilities Index ETF
FUTY

172 hedge funds and large institutions have $1.14B invested in Fidelity MSCI Utilities Index ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 42

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more capital invested

Capital invested by funds: $880M → $1.14B (+$258M)

7.71% more ownership

Funds ownership: 49.64% → 57.35% (+7.7%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

1% less funds holding

Funds holding: 173 → 172 (-1)

Holders
172
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
25
Increased
71
Reduced
42
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$300M
2
NA
NewEdge Advisors
Louisiana
+$15.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.9M
4
VC
Vicus Capital
Pennsylvania
+$10.4M
5
QAM
Q3 Asset Management
Michigan
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
FFA
Fragasso Financial Advisors
Pennsylvania
-$18.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.21M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.57M
4
BCM
Brookstone Capital Management
Illinois
-$2.36M
5
ASN
Advisory Services Network
Georgia
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
5L
76
55I LLC
Massachusetts
$607K -$248K -5,262 -27%
BWA
77
Beam Wealth Advisors
Louisiana
$591K +$10.2K +217 +2%
CWM
78
Cedar Wealth Management
California
$571K +$255K +5,412 +67%
MA
79
Maxele Advisors
Missouri
$571K +$2.5K +53 +0.4%
SSWM
80
Smith Salley Wealth Management
North Carolina
$558K +$15.3K +324 +3%
CI
81
CPR Investments
Michigan
$538K +$601K +12,741 New
Stifel Financial
82
Stifel Financial
Missouri
$531K +$55.9K +1,185 +10%
ECM
83
Exchange Capital Management
Michigan
$504K -$24.9K -527 -4%
TRIA
84
Trail Ridge Investment Advisors
Colorado
$499K +$120K +2,540 +29%
BA
85
Ballew Advisors
Mississippi
$489K +$1.79K +38 +0.3%
CBFP
86
Cedar Brook Financial Partners
Ohio
$479K +$3.96K +84 +0.7%
AWM
87
Axxcess Wealth Management
California
$468K +$175K +3,698 +50%
MA
88
Mutual Advisors
Nebraska
$461K +$79.2K +1,678 +18%
PJSIMP
89
P.J. Schmidt Investment Management (PJS)
Wisconsin
$449K +$67.4K +1,429 +15%
Financial Engines Advisors
90
Financial Engines Advisors
California
$443K -$115K -2,430 -19%
AWM
91
Accel Wealth Management
Iowa
$437K +$1.94K +41 +0.4%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$425K +$61.6K +1,305 +15%
TRCT
93
Tower Research Capital (TRC)
New York
$405K -$264K -5,604 -37%
William Blair & Company
94
William Blair & Company
Illinois
$402K – – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$400K +$33.4K +707 +8%
FIM
96
Freedom Investment Management
Connecticut
$394K -$5.05K -107 -1%
Renaissance Technologies
97
Renaissance Technologies
New York
$380K +$425K +9,000 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$359K +$335K +7,100 +510%
CFD
99
Creative Financial Designs
Indiana
$356K +$111K +2,350 +39%
LA
100
Lynch & Associates
Indiana
$353K +$24.2K +513 +7%
2 3
4
5 6

FUTY Hedge Fund Activity: Q3 2022 in Review

172 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2022, worth a combined $1.14B — up 29% from $880M a quarter earlier.

Fund positioning in FUTY was balanced in Q3 2022: 25 funds opened new positions, 25 closed out, 71 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $300M. The largest seller was Fragasso Financial Advisors, cutting an estimated $18.2M.

  • 172 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2022, down from 173 in Q2 2022.
  • Funds reported $1.14B of Fidelity MSCI Utilities Index ETF stock for Q3 2022, up 29% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2022 and 25 closed out, a net change of 0 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2022 was Bank of America, an estimated $300M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2022 was Fragasso Financial Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2022.