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Fidelity MSCI Utilities Index ETF

176 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Utilities Index ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

5% more funds holding

Funds holding: 167176 (+9)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

1.16% less ownership

Funds ownership: 62.26%61.1% (-1.2%)

6% less capital invested

Capital invested by funds: $1.31B → $1.23B (-$80.9M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
26
Increased
60
Reduced
62
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
76
Smith Salley Wealth Management
North Carolina
$577K +$29.5K +678 +5%
AFA
77
Atlas Financial Advisors
California
$575K -$1.81M -41,620 -75%
BWA
78
Beam Wealth Advisors
Louisiana
$570K -$26.4K -607 -4%
TRCT
79
Tower Research Capital (TRC)
New York
$565K -$346K -7,957 -37%
FFA
80
Fragasso Financial Advisors
Pennsylvania
$530K -$30.2K -695 -5%
DAS
81
Dynamic Advisor Solutions
Arizona
$522K +$30.4K +698 +6%
BA
82
Ballew Advisors
Mississippi
$505K
AT
83
American Trust
Kentucky
$502K +$486K +11,169 New
FNC
84
First National Corp
Massachusetts
$501K +$52.4K +1,205 +11%
CBFP
85
Cedar Brook Financial Partners
Ohio
$495K +$3.74K +86 +0.7%
GWM
86
GSB Wealth Management
Connecticut
$477K -$857K -19,702 -64%
Financial Engines Advisors
87
Financial Engines Advisors
California
$470K
ECM
88
Exchange Capital Management
Michigan
$470K -$11.3K -260 -2%
FAM
89
Forte Asset Management
New York
$469K -$2.2M -50,643 -82%
CFD
90
Creative Financial Designs
Indiana
$466K +$17K +390 +4%
SM
91
Sweeney & Michel
California
$462K +$2.91K +67 +0.6%
Renaissance Technologies
92
Renaissance Technologies
New York
$452K +$465K +10,700 New
CAN
93
Cetera Advisor Networks
California
$451K -$193K -4,450 -29%
APW
94
Aurora Private Wealth
New Jersey
$439K -$238K -5,462 -34%
JP Morgan Chase
95
JP Morgan Chase
New York
$431K +$142K +3,263 +47%
TRIA
96
Trail Ridge Investment Advisors
Colorado
$412K +$12.2K +280 +3%
AWM
97
Accel Wealth Management
Iowa
$404K -$9.35K -215 -2%
AM
98
AGF Management
Ontario, Canada
$402K +$120K +2,762 +41%
GJIA
99
Glass Jacobson Investment Advisors
Maryland
$399K +$410K +9,436 New
William Blair & Company
100
William Blair & Company
Illinois
$384K -$2.35K -54 -0.6%

FUTY Hedge Fund Activity: Q2 2023 in Review

176 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2023, worth a combined $1.23B — down 6.2% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FUTY positions and 15 closed out — a net gain of 11 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.46M. The largest seller was Bank of America, cutting an estimated $47.5M.

  • 176 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2023, up from 167 in Q1 2023.
  • Funds reported $1.23B of Fidelity MSCI Utilities Index ETF stock for Q2 2023, down 6.2% quarter-over-quarter.
  • 26 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2023 and 15 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2023 was Wells Fargo, an estimated $5.46M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q2 2023 was Bank of America, an estimated $47.5M sold.

Based on aggregated 13F filings for Q2 2023.