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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
ACK
151
Andrew C. Karlinski
$4K +$4.03K +90 New
AIA
152
Armor Investment Advisors
North Carolina
$3K -$1.52K -34 -39%
AF
153
Allworth Financial
California
$3K +$2.77K +62 New
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$1.25K -$10.3M -229,229 -100%
FMTCOCP
155
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K -$6.71K -150 -86%
EW
156
Element Wealth
Mississippi
$1K – – –
KFI
157
Key Financial Inc
Pennsylvania
$1K – – –
PFBT
158
Parkside Financial Bank & Trust
Missouri
$1K – – –
AWM
159
Activest Wealth Management
Florida
$1K +$403 +9 +450%
CA
160
Clearstead Advisors
Ohio
$1K +$537 +12 New
RA
161
Rational Advisors
New York
– -$65.1M -1,405,020 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
162
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$18.5M -400,000 Closed
TGAM
163
TBH Global Asset Management
Tennessee
– -$1.41M -30,327 Closed
BFA
164
Beaumont Financial Advisors
Massachusetts
– -$1.15M -24,745 Closed
TIA
165
Traphagen Investment Advisors
New Jersey
– -$845K -18,239 Closed
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
– -$776K -16,759 Closed
PG
167
Prostatis Group
Maryland
– -$573K -12,360 Closed
BWM
168
Birchcreek Wealth Management
Ohio
– -$209K -4,511 Closed
IAG
169
Investmark Advisory Group
Connecticut
– -$73K -1,583 Closed
EVM
170
Eaton Vance Management
Massachusetts
– -$51K -1,100 Closed
SC
171
SouthState Corp
Florida
– -$38K -818 Closed
SFM
172
Signet Financial Management
New Jersey
– -$14K -308 Closed
LC
173
Lindbrook Capital
California
– -$11K -247 Closed
APC
174
Aspire Private Capital
North Carolina
– -$1K -25 Closed
JFGIW
175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$1K -20 Closed
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.