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Fidelity MSCI Utilities Index ETF
FUTY

174 hedge funds and large institutions have $461M invested in Fidelity MSCI Utilities Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

1% more capital invested

Capital invested by funds: $458M → $461M (+$2.8M)

0.97% less ownership

Funds ownership: 39.93% → 38.96% (-0.97%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 180 → 174 (-6)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
61
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$10.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$7.72M
3
QAM
Q3 Asset Management
Michigan
+$5.13M
4
RWP
RWA Wealth Partners
Massachusetts
+$3.16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$27.3M
2
Bank of America
Bank of America
North Carolina
-$7.66M
3
Goldman Sachs
Goldman Sachs
New York
-$7.33M
4
LNC
Lincoln National Corp
Pennsylvania
-$1.55M
5
DAS
Dynamic Advisor Solutions
Arizona
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
76
P.J. Schmidt Investment Management (PJS)
Wisconsin
$571K -$18.5K -417 -3%
BOSSRA
77
B.O.S.S. Retirement Advisors
Utah
$557K +$191K +4,315 +52%
LA
78
Lynch & Associates
Indiana
$538K +$60.1K +1,356 +12%
SEIA
79
Signature Estate & Investment Advisors
California
$524K +$528K +11,912 New
SFG
80
Sowa Financial Group
Rhode Island
$519K +$523K +11,812 New
AAS
81
Ameritas Advisory Services
Nebraska
$517K +$230K +5,190 +79%
HCA
82
Heck Capital Advisors
Wisconsin
$517K -$12.7K -286 -2%
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$511K +$6.73K +152 +1%
DFG
84
Demars Financial Group
Washington
$511K -$17.2K -388 -3%
GWA
85
Gibson Wealth Advisors
Texas
$484K – – –
SAM
86
Secure Asset Management
Michigan
$452K +$455K +10,274 New
Stifel Financial
87
Stifel Financial
Missouri
$448K +$11.2K +253 +3%
TRIA
88
Trail Ridge Investment Advisors
Colorado
$445K +$31.1K +702 +7%
ECM
89
Exchange Capital Management
Michigan
$441K -$6.29K -142 -1%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$435K -$682K -15,391 -61%
PA
91
PFG Advisors
Arizona
$434K +$185K +4,178 +73%
SCI
92
Stableford Capital II
Arizona
$418K -$3.46K -78 -0.8%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$408K -$5.09K -115 -1%
CC
94
Callan Capital
California
$394K – – –
Mariner
95
Mariner
Kansas
$391K – – –
FCA
96
FLC Capital Advisors
California
$349K – – –
CFD
97
Creative Financial Designs
Indiana
$346K -$24.6K -556 -7%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$338K +$532 +12 +0.2%
AWM
99
Accel Wealth Management
Iowa
$336K +$2.04K +46 +0.6%
EIP
100
Ellis Investment Partners
Pennsylvania
$307K +$10.8K +244 +4%
2 3
4
5 6

FUTY Hedge Fund Activity: Q2 2024 in Review

174 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2024, worth a combined $461M — up 0.61% from $458M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FUTY and 22 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 61 added.

The largest buyer was Kestra Advisory Services, adding an estimated $10.9M. The largest seller was Traphagen Investment Advisors, cutting an estimated $27.3M.

  • 174 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2024, down from 180 in Q1 2024.
  • Funds reported $461M of Fidelity MSCI Utilities Index ETF stock for Q2 2024, up 0.61% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2024 and 23 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2024 was Kestra Advisory Services, an estimated $10.9M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q2 2024 was Traphagen Investment Advisors, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2024.