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Fidelity MSCI Utilities Index ETF

176 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Utilities Index ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

5% more funds holding

Funds holding: 167176 (+9)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

1.16% less ownership

Funds ownership: 62.26%61.1% (-1.2%)

6% less capital invested

Capital invested by funds: $1.31B → $1.23B (-$80.9M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
26
Increased
60
Reduced
62
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$111K -$217 -5 -0.2%
DI
127
Disciplined Investments
Oklahoma
$106K
AF
128
Allworth Financial
California
$84.6K -$43 -1 -0%
EWM
129
EPG Wealth Management
Georgia
$78.6K -$48.7K -1,120 -38%
GEA
130
Glen Eagle Advisors
New Jersey
$65.6K -$5.65K -130 -8%
SPIA
131
Steward Partners Investment Advisory
New York
$63.3K +$33.8K +778 +108%
GIA
132
GHP Investment Advisors
Colorado
$54.2K
GWMIA
133
Global Wealth Management Investment Advisory
Florida
$49.7K +$51.1K +1,175 New
PG
134
Prostatis Group
Maryland
$49K +$2.13M +48,962 New
CT
135
Colonial Trust
South Carolina
$46.2K -$8.26K -190 -15%
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$36.3K -$141K -3,246 -92%
WT
137
Whittier Trust
California
$33.2K
HDIM
138
Hanson & Doremus Investment Management
Vermont
$26K
Franklin Resources
139
Franklin Resources
California
$23.8K
FP
140
Financial Perspectives
Minnesota
$22K +$130 +3 +0.6%
PA
141
Parallel Advisors
California
$18K -$26.5K -609 -59%
BC
142
Belmont Capital
California
$13.7K +$14.1K +325 New
SSB
143
Sandy Spring Bank
Maryland
$13.7K +$14.1K +324 New
NFSG
144
Newbridge Financial Services Group
Florida
$13.4K
MHR
145
Matthew Hamilton Rosenberg
$12.9K
AF
146
Advisornet Financial
Minnesota
$12.6K +$87 +2 +0.7%
BWM
147
BerganKDV Wealth Management
Minnesota
$12.6K
SF
148
Safeguard Financial
Wisconsin
$12K +$12.7K +293 New
CTA
149
Colonial Trust Advisors
South Carolina
$8.46K
ANBT
150
American National Bank & Trust
Texas
$8.03K +$8.26K +190 New

FUTY Hedge Fund Activity: Q2 2023 in Review

176 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2023, worth a combined $1.23B — down 6.2% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FUTY positions and 15 closed out — a net gain of 11 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.46M. The largest seller was Bank of America, cutting an estimated $47.5M.

  • 176 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2023, up from 167 in Q1 2023.
  • Funds reported $1.23B of Fidelity MSCI Utilities Index ETF stock for Q2 2023, down 6.2% quarter-over-quarter.
  • 26 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2023 and 15 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2023 was Wells Fargo, an estimated $5.46M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q2 2023 was Bank of America, an estimated $47.5M sold.

Based on aggregated 13F filings for Q2 2023.