Fidelity MSCI Utilities Index ETF
FUTY
213 hedge funds and large institutions have $816M invested in Fidelity MSCI Utilities Index ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 25 closing their positions.
84% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 25
32% more capital invested
Capital invested by funds: $618M → $816M (+$198M)
16% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 61
8.77% more ownership
Funds ownership: 42.19% → 50.96% (+8.8%)
9% more funds holding
Funds holding: 196 → 213 (+17)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$213M |
| 2 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
+$27.2M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13.8M |
| 4 |
Two Sigma Investments
New York
|
+$9.65M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$16.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.11M |
| 3 |
GWA
GGM Wealth Advisors
Baltimore,
Maryland
|
-$3.68M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.57M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$3.54M |
FUTY Hedge Fund Activity: Q4 2024 in Review
213 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2024, worth a combined $816M — up 32% from $618M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new FUTY positions and 25 closed out — a net gain of 21 holders — while 71 added to existing stakes and 61 trimmed.
The largest buyer was Bank of America, adding an estimated $213M. The largest seller was Q3 Asset Management, cutting an estimated $16.3M.
- 213 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2024, up from 196 in Q3 2024.
- Funds reported $816M of Fidelity MSCI Utilities Index ETF stock for Q4 2024, up 32% quarter-over-quarter.
- 46 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2024 and 25 closed out, a net change of +21 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2024 was Bank of America, an estimated $213M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q4 2024 was Q3 Asset Management, an estimated $16.3M sold.
Based on aggregated 13F filings for Q4 2024.