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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
VBCG
126
Valley Brook Capital Group
Pennsylvania
$6K +$6.1K +150 New
GI
127
Gradient Investments
Minnesota
$5K
SIS
128
Sound Income Strategies
Florida
$5K +$4.55K +112 New
JP Morgan Chase
129
JP Morgan Chase
New York
$4K
QCG
130
Quadrant Capital Group
Ohio
$4K +$4.07K +100 New
AIA
131
Armor Investment Advisors
North Carolina
$3K
AWM
132
Avior Wealth Management
Nebraska
$3K +$3.98K +98 New
EW
133
Element Wealth
Mississippi
$1K -$41 -1 -5%
HR
134
Howe & Rusling
New York
$1K +$610 +15 New
RIA
135
RPG Investment Advisory
California
$1K +$610 +15 New
CFA
136
Carroll Financial Associates
North Carolina
$1K +$1.02K +25 New
CWP
137
Concord Wealth Partners
Virginia
$1K +$1.26K +31 New
BWM
138
Baystate Wealth Management
Massachusetts
$1K +$1.34K +33 New
CWG
139
Cornerstone Wealth Group
North Carolina
-$4.15M -109,308 Closed
BCM
140
Brookstone Capital Management
Illinois
-$793K -20,894 Closed
FTUS
141
Flow Traders U.S.
New York
-$777K -20,487 Closed
Jane Street
142
Jane Street
New York
-$606K -15,980 Closed
BRWA
143
B. Riley Wealth Advisors
Florida
-$464K -12,487 Closed
IWS
144
Insight Wealth Strategies
California
-$307K -8,092 Closed
KPWS
145
Kestra Private Wealth Services
Texas
-$275K -7,354 Closed
SW
146
SVB Wealth
Massachusetts
-$221K -5,818 Closed
PFS
147
Prospera Financial Services
Texas
-$42K -1,099 Closed
SMG
148
Spectrum Management Group
Indiana
-$6K -155 Closed
APWM
149
Atlas Private Wealth Management
New York
-$4K -104 Closed
DI
150
Disciplined Investments
Oklahoma
-$2K -52 Closed

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.