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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
SAM
101
Sequent Asset Management
Texas
$259K – – –
CFGS
102
Concourse Financial Group Securities
Alabama
$256K +$176K +3,943 +281%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$255K +$2.1K +47 +0.9%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$252K +$100K +2,245 +74%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$242K +$226K +5,058 New
UBS Group
106
UBS Group
Switzerland
$225K -$78.6K -1,755 -27%
LA
107
Latitude Advisors
Florida
$218K +$204K +4,551 New
DBRC
108
D.B. Root & Company
Pennsylvania
$209K – – –
AWA
109
Arkadios Wealth Advisors
Georgia
$206K -$97.1K -2,170 -34%
FNC
110
First National Corp
Massachusetts
$205K +$192K +4,287 New
GWM
111
Geneos Wealth Management
Colorado
$195K -$13.9K -310 -7%
BAM
112
Belpointe Asset Management
Nevada
$192K -$6.4K -143 -3%
AWM
113
Aspire Wealth Management
Massachusetts
$170K – – –
CH
114
Canton Hathaway
Rhode Island
$170K – – –
CFD
115
Creative Financial Designs
Indiana
$170K +$57.6K +1,286 +57%
TRCT
116
Tower Research Capital (TRC)
New York
$154K -$16.6K -370 -10%
IA
117
IFP Advisors
Florida
$147K +$165K +3,684 +408%
MCC
118
Money Concepts Capital
Florida
$128K +$120K +2,670 New
DI
119
Disciplined Investments
Oklahoma
$120K – – –
COCM
120
Charter Oak Capital Management
New Hampshire
$114K +$15.8K +352 +17%
EWM
121
EPG Wealth Management
Georgia
$82K +$448 +10 +0.6%
GEA
122
Glen Eagle Advisors
New Jersey
$80.3K -$3.36K -75 -4%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$68K +$537 +12 +0.8%
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$65K +$403 +9 +0.7%
GIA
125
GHP Investment Advisors
Colorado
$62K +$58.2K +1,300 New
3 4
5
6 7

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.