We are live on ! Find out more
FUTY icon

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
WA
101
WBH Advisory
Maryland
$302K +$7.09K +160 +2%
KWM
102
Kingsview Wealth Management
Oregon
$293K -$3.54K -80 -1%
LA
103
Lifeworks Advisors
Michigan
$287K +$44.3K +999 +18%
Prudential Financial
104
Prudential Financial
New Jersey
$286K +$13.2K +297 +5%
SA
105
Sanctuary Advisors
Indiana
$286K +$297K +6,696 New
MWM
106
Mascoma Wealth Management
New Hampshire
$285K -$227K -5,120 -44%
William Blair & Company
107
William Blair & Company
Illinois
$283K -$9.97K -225 -3%
TRCT
108
Tower Research Capital (TRC)
New York
$282K -$1.32M -29,812 -82%
AWA
109
Arkadios Wealth Advisors
Georgia
$276K +$43.4K +980 +19%
BA
110
Ballew Advisors
Mississippi
$275K -$8.02K -181 -3%
PFA
111
Pathway Financial Advisers
Indiana
$273K -$620 -14 -0.2%
FFS
112
Founders Financial Securities
Maryland
$264K +$266K +6,000 New
CWA
113
Centennial Wealth Advisory
Michigan
$255K -$6.2K -140 -2%
AWM
114
Axxcess Wealth Management
California
$254K +$256K +5,784 New
MFG
115
MidWestOne Financial Group
Iowa
$242K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$226K -$41.9K -945 -16%
BWM
117
BKM Wealth Management
Wisconsin
$218K – – –
BCA
118
Bay Colony Advisors
Massachusetts
$200K +$202K +4,558 New
GWM
119
Geneos Wealth Management
Colorado
$183K – – –
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$178K -$160K -3,615 -47%
RL
121
Rogco LP
Oklahoma
$162K – – –
SPIA
122
Steward Partners Investment Advisory
New York
$155K -$12.8K -288 -8%
Comerica Bank
123
Comerica Bank
Texas
$133K -$40.8K -922 -23%
GRP
124
Global Retirement Partners
California
$123K – – –
GI
125
Gradient Investments
Minnesota
$113K +$113K +2,552 +25,520%
3 4
5
6 7

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.