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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
GWMIA
126
Global Wealth Management Investment Advisory
Florida
$60K +$20.2K +451 +56%
T
127
TCWP
Ohio
$58K -$139K -3,107 -72%
PFS
128
Prospera Financial Services
Texas
$54K +$50.7K +1,132 New
WT
129
Whittier Trust
California
$48K – – –
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$18.7K +418 +86%
HA
131
Herold Advisors
New York
$40.7K +$38K +850 New
HDIM
132
Hanson & Doremus Investment Management
Vermont
$29K – – –
Franklin Resources
133
Franklin Resources
California
$27K – – –
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$17K +$15.4K +345 New
HWMA
135
Heritage Wealth Management (Arizona)
Arizona
$17K +$15.6K +348 New
MHR
136
Matthew Hamilton Rosenberg
$16K +$1.34K +30 +10%
NFSG
137
Newbridge Financial Services Group
Florida
$15K – – –
AF
138
Advisornet Financial
Minnesota
$14K +$90 +2 +0.7%
GI
139
Gradient Investments
Minnesota
$12K -$54K -1,207 -83%
SPIA
140
Steward Partners Investment Advisory
New York
$11K +$2.33K +52 +28%
KFS
141
Kelly Financial Services
Massachusetts
$10.9K – – –
BFC
142
Bedel Financial Consulting
Indiana
$10K – – –
GT
143
Glenmede Trust
Pennsylvania
$10K +$9.4K +210 New
HWA
144
HHM Wealth Advisors
Tennessee
$8K – – –
TFGT
145
TS Financial Group (TSFG)
Illinois
$8K +$45 +1 +0.6%
APA
146
American Portfolios Advisors
New York
$6.71K -$313 -7 -5%
CCA
147
Column Capital Advisors
Indiana
$6K +$6K +134 New
FMII
148
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
CSB
149
City State Bank
Iowa
$5K +$4.48K +100 New
CWP
150
Concord Wealth Partners
Virginia
$4K -$5.33K -119 -59%
4 5
6
7 8

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.