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Fidelity MSCI Utilities Index ETF
FUTY

174 hedge funds and large institutions have $461M invested in Fidelity MSCI Utilities Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

1% more capital invested

Capital invested by funds: $458M → $461M (+$2.8M)

0.97% less ownership

Funds ownership: 39.93% → 38.96% (-0.97%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 180 → 174 (-6)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
61
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$10.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$7.72M
3
QAM
Q3 Asset Management
Michigan
+$5.13M
4
RWP
RWA Wealth Partners
Massachusetts
+$3.16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.07M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$27.3M
2
Bank of America
Bank of America
North Carolina
-$7.66M
3
Goldman Sachs
Goldman Sachs
New York
-$7.33M
4
LNC
Lincoln National Corp
Pennsylvania
-$1.55M
5
DAS
Dynamic Advisor Solutions
Arizona
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
151
Advisornet Financial
Minnesota
$10.2K +$89 +2 +0.9%
CTA
152
Colonial Trust Advisors
South Carolina
$8.79K – – –
PCM
153
Penserra Capital Management
California
$8K +$7.88K +178 New
SC
154
Sawyer & Company
Massachusetts
$6K – – –
JWA
155
JFS Wealth Advisors
Pennsylvania
$5.93K – – –
LFG
156
Larson Financial Group
Missouri
$4.95K -$620 -14 -11%
SIS
157
Sound Income Strategies
Florida
$4.92K +$354 +8 +8%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$4K – – –
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$3.56K -$1.02K -23 -22%
CP
160
Castleview Partners
Texas
$3.3K – – –
KFI
161
Key Financial Inc
Pennsylvania
$3.21K – – –
CB
162
Centennial Bank
Arkansas
$2.9K -$3.01K -68 -51%
HWA
163
HHM Wealth Advisors
Tennessee
$2.07K +$2.08K +47 New
AWM
164
Activest Wealth Management
Florida
$1.64K – – –
FFA
165
Founders Financial Alliance
North Carolina
$1.63K +$1.64K +37 New
AA
166
Ancora Advisors
Ohio
$1.54K – – –
CWP
167
Concord Wealth Partners
Virginia
$1.41K – – –
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$1.27K +$222 +5 +21%
RF
169
Robbins Farley
New Hampshire
$1.19K -$133 -3 -10%
EW
170
Element Wealth
Mississippi
$969 – – –
LCM
171
Logan Capital Management
Pennsylvania
$945 +$44 +1 +5%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$528 – – –
CAM
173
Creekmur Asset Management
Illinois
$414 -$67.2K -1,518 -99%
AIA
174
Armor Investment Advisors
North Carolina
$88 – – –
S
175
SignatureFD
Georgia
$8 – – –
4 5 6
7
8

FUTY Hedge Fund Activity: Q2 2024 in Review

174 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2024, worth a combined $461M — up 0.61% from $458M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FUTY and 22 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 61 added.

The largest buyer was Kestra Advisory Services, adding an estimated $10.9M. The largest seller was Traphagen Investment Advisors, cutting an estimated $27.3M.

  • 174 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2024, down from 180 in Q1 2024.
  • Funds reported $461M of Fidelity MSCI Utilities Index ETF stock for Q2 2024, up 0.61% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2024 and 23 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2024 was Kestra Advisory Services, an estimated $10.9M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q2 2024 was Traphagen Investment Advisors, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2024.