Fidelity MSCI Utilities Index ETF
FUTY
167 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Utilities Index ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 22 closing their positions.
0.31% more ownership
Funds ownership: 61.95% → 62.26% (+0.31%)
0% more capital invested
Capital invested by funds: $1.3B → $1.31B (+$2.76M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
5% less funds holding
Funds holding: 175 → 167 (-8)
18% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 22
24% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
+$70.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$62.5M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$22.2M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$10.2M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.84M |
| 2 |
Morgan Stanley
New York
|
-$6.25M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.46M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.69M |
| 5 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$3.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
176
CreativeOne Wealth
Overland Park,
Kansas
| – | -$203K | -4,445 | Closed |
|
|
CH
177
Canton Hathaway
Providence,
Rhode Island
| – | -$162K | -3,550 | Closed |
|
|
MCC
178
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$144K | -3,163 | Closed |
|
|
MSCM
179
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$117K | -2,560 | Closed |
|
|
USCWA
180
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$40.4K | -886 | Closed |
|
|
FWA
181
Freedom Wealth Alliance
Brookfield,
Wisconsin
| – | -$20.5K | -450 | Closed |
|
|
SIS
182
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$7.57K | -166 | Closed |
|
|
RBC
183
Romano Brothers & Co
Evanston,
Illinois
| – | -$6.7K | -147 | Closed |
|
|
RIA
184
Realta Investment Advisors
Wilmington,
Delaware
| – | -$3.87K | -85 | Closed |
|
185
US Bancorp
Minneapolis,
Minnesota
| – | -$2.46K | -54 | Closed |
|
|
PO
186
Private Ocean
San Rafael,
California
| – | -$2.33K | -51 | Closed |
|
|
BWL
187
Bogart Wealth LLC
Mclean,
Virginia
| – | -$324 | -7 | Closed |
|
FUTY Hedge Fund Activity: Q1 2023 in Review
167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2023, worth a combined $1.31B — up 0.21% from $1.3B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of FUTY and 18 opened new positions — a net loss of 4 holders — while 67 trimmed existing stakes and 51 added.
The largest buyer was Rational Advisors, opening a new position worth an estimated $70.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.84M.
- 167 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2023, down from 175 in Q4 2022.
- Funds reported $1.31B of Fidelity MSCI Utilities Index ETF stock for Q1 2023, up 0.21% quarter-over-quarter.
- 18 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2023 and 22 closed out, a net change of -4 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2023 was Rational Advisors, an estimated $70.5M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q1 2023 was Commonwealth Equity Services, an estimated $6.84M sold.
Based on aggregated 13F filings for Q1 2023.