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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
HWA
151
HHM Wealth Advisors
Tennessee
$7.32K
TFGT
152
TS Financial Group (TSFG)
Illinois
$7K +$43 +1 +0.6%
JWA
153
JFS Wealth Advisors
Pennsylvania
$5.71K
LFG
154
Larson Financial Group
Missouri
$5.67K -$10.6K -244 -65%
CCA
155
Column Capital Advisors
Indiana
$5.67K
GWSG
156
GPS Wealth Strategies Group
Colorado
$5.67K +$5.83K +134 New
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$4.4K
CA
158
Centerpoint Advisors
Massachusetts
$4K +$4.57K +105 New
CWP
159
Concord Wealth Partners
Virginia
$3.34K -$217 -5 -6%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$3.04K +$3.13K +72 New
CB
161
Centennial Bank
Arkansas
$2.88K
KFI
162
Key Financial Inc
Pennsylvania
$1.14K
RF
163
Robbins Farley
New Hampshire
$1.06K +$130 +3 +14%
FMTCOCP
164
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
VNA
165
Valley National Advisers
Pennsylvania
$1K
EW
166
Element Wealth
Mississippi
$901
KTC
167
Kistler-Tiffany Companies
Pennsylvania
$804 +$826 +19 New
ACA
168
Aptus Capital Advisors
Alabama
$761 +$783 +18 New
PFBT
169
Parkside Financial Bank & Trust
Missouri
$508 -$3.22K -74 -86%
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$465 -$2.83K -65 -86%
WP
171
WealthPLAN Partners
Nebraska
$465
OLVIG
172
Oliver Lagore Vanvalin Investment Group
Michigan
$423 +$435 +10 New
GI
173
Gradient Investments
Minnesota
$381
AIA
174
Armor Investment Advisors
North Carolina
$85
Citigroup
175
Citigroup
New York
$42 +$43 +1 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.