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Fidelity MSCI Utilities Index ETF

140 hedge funds and large institutions have $475M invested in Fidelity MSCI Utilities Index ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more capital invested

Capital invested by funds: $250M → $475M (+$225M)

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

15% more funds holding

Funds holding: 122140 (+18)

12.36% more ownership

Funds ownership: 29.71%42.07% (+12%)

Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
54
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$105K -$601K -14,772 -85%
Deutsche Bank
102
Deutsche Bank
Germany
$91K +$91.5K +2,249 New
GEA
103
Glen Eagle Advisors
New Jersey
$71K -$9.68K -238 -12%
CAAS
104
Capital Asset Advisory Services
Michigan
$46K
CTFG
105
Capstone Triton Financial Group
Oklahoma
$45K +$45.5K +1,119 New
COCM
106
Charter Oak Capital Management
New Hampshire
$43K +$42.9K +1,055 New
CFGS
107
Concourse Financial Group Securities
Alabama
$33K
APA
108
American Portfolios Advisors
New York
$30K +$12.2K +300 +68%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$30K +$30.6K +753 New
HDIM
110
Hanson & Doremus Investment Management
Vermont
$25K +$24.9K +613 New
MCC
111
Money Concepts Capital
Florida
$24K +$23.7K +583 New
Franklin Resources
112
Franklin Resources
California
$23K
GWM
113
Geneos Wealth Management
Colorado
$21K +$9.35K +230 +77%
JCM
114
Jacobi Capital Management
Pennsylvania
$20K +$20.3K +500 New
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$19K
FGAM
116
Financial Gravity Asset Management
Texas
$18K +$17.6K +432 New
MHR
117
Matthew Hamilton Rosenberg
$12K +$935 +23 +8%
AF
118
Advisornet Financial
Minnesota
$11K +$8.29K +204 +300%
KFS
119
Kelly Financial Services
Massachusetts
$9.21K
SFPG
120
Stonebridge Financial Planning Group
Florida
$9K
BFEC
121
Benjamin F. Edwards & Company
Missouri
$9K +$366 +9 +4%
BFC
122
Bedel Financial Consulting
Indiana
$8K
CWA
123
Clearview Wealth Advisors
Oregon
$8K +$8.13K +200 New
HWA
124
HHM Wealth Advisors
Tennessee
$7K
RWB
125
RMR Wealth Builders
New Jersey
$6K +$6.1K +150 New

FUTY Hedge Fund Activity: Q4 2020 in Review

140 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2020, worth a combined $475M — up 90% from $250M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FUTY positions and 14 closed out — a net gain of 19 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $198M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $4.31M.

  • 140 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2020, up from 122 in Q3 2020.
  • Funds reported $475M of Fidelity MSCI Utilities Index ETF stock for Q4 2020, up 90% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2020 and 14 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2020 was Bank of America, an estimated $198M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q4 2020 was Northwestern Mutual Wealth Management, an estimated $4.31M sold.

Based on aggregated 13F filings for Q4 2020.