Fidelity MSCI Utilities Index ETF
FUTY
175 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Utilities Index ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 27 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 45
26% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 27
15% more capital invested
Capital invested by funds: $1.14B → $1.3B (+$166M)
4.59% more ownership
Funds ownership: 57.35% → 61.95% (+4.6%)
2% more funds holding
Funds holding: 172 → 175 (+3)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Gibson Wealth Advisors
Tyler,
Texas
|
+$55.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$37.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.4M |
| 4 |
Morgan Stanley
New York
|
+$7.45M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$15.9M |
| 2 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$9.32M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$8.71M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.83M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.36M |
FUTY Hedge Fund Activity: Q4 2022 in Review
175 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2022, worth a combined $1.3B — up 15% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FUTY positions and 27 closed out — a net gain of 7 holders — while 70 added to existing stakes and 45 trimmed.
The largest buyer was Gibson Wealth Advisors, adding an estimated $55.8M. The largest seller was NewEdge Advisors, cutting an estimated $15.9M.
- 175 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2022, up from 172 in Q3 2022.
- Funds reported $1.3B of Fidelity MSCI Utilities Index ETF stock for Q4 2022, up 15% quarter-over-quarter.
- 34 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2022 and 27 closed out, a net change of +7 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2022 was Gibson Wealth Advisors, an estimated $55.8M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q4 2022 was NewEdge Advisors, an estimated $15.9M sold.
Based on aggregated 13F filings for Q4 2022.