Fidelity MSCI Utilities Index ETF
FUTY
138 hedge funds and large institutions have $356M invested in Fidelity MSCI Utilities Index ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 37 reducing their positions, and 25 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 37
13% more capital invested
Capital invested by funds: $314M → $356M (+$41.2M)
3.98% more ownership
Funds ownership: 30.47% → 34.45% (+4%)
6% less funds holding
Funds holding: 147 → 138 (-9)
28% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 25
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$40.8M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
+$8.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.7M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$5.07M |
| 5 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.47M |
| 2 |
MFM
Mirsky Financial Management
Rochester,
New York
|
-$3.87M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$3.58M |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$2.23M |
| 5 |
MFG
Monumental Financial Group
Rockville,
Maryland
|
-$2.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VBCG
151
Valley Brook Capital Group
Venetia,
Pennsylvania
| – | -$6K | -150 | Closed |
|
152
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -148 | Closed |
|
|
EI
153
Ellevest Inc
New York
| – | -$3K | -71 | Closed |
|
|
HR
154
Howe & Rusling
Rochester,
New York
| – | -$1K | -18 | Closed |
|
|
TC
155
Trust Company
Manhattan,
Kansas
| – | -$1K | -14 | Closed |
|
|
WAP
156
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$1K | -13 | Closed |
|
|
FEG
157
Financial Enhancement Group
Anderson,
Indiana
| – | +$85 | +2 | +200% |
|
|
VNA
158
Valley National Advisers
Bethlehem,
Pennsylvania
| – | +$169 | +4 | New |
|
|
GRP
159
Global Retirement Partners
San Rafael,
California
| – | +$212 | +5 | New |
|
160
Fifth Third Bancorp
Cincinnati,
Ohio
| – | +$297 | +7 | New |
|
|
RDWM
161
Red Door Wealth Management
Memphis,
Tennessee
| – | +$508 | +12 | New |
|
FUTY Hedge Fund Activity: Q2 2021 in Review
138 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2021, worth a combined $356M — up 13% from $314M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of FUTY and 18 opened new positions — a net loss of 7 holders — while 37 trimmed existing stakes and 64 added.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $40.8M. The largest seller was Goldman Sachs, cutting an estimated $8.47M.
- 138 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2021, down from 147 in Q1 2021.
- Funds reported $356M of Fidelity MSCI Utilities Index ETF stock for Q2 2021, up 13% quarter-over-quarter.
- 18 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2021 and 25 closed out, a net change of -7 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $40.8M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q2 2021 was Goldman Sachs, an estimated $8.47M sold.
Based on aggregated 13F filings for Q2 2021.