Fidelity MSCI Utilities Index ETF
FUTY
196 hedge funds and large institutions have $618M invested in Fidelity MSCI Utilities Index ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 17 closing their positions.
135% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 17
68% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 47
34% more capital invested
Capital invested by funds: $461M → $618M (+$157M)
13% more funds holding
Funds holding: 174 → 196 (+22)
3.23% more ownership
Funds ownership: 38.96% → 42.19% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.1M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$9.93M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.06M |
| 4 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$5.31M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$3.45M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.51M |
| 3 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$2.49M |
| 4 |
Goldman Sachs
New York
|
-$1.69M |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$1.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$178K | -4,053 | Closed |
|
|
GI
202
Gradient Investments
Arden Hills,
Minnesota
| – | -$113K | -2,562 | Closed |
|
|
CP
203
Camelot Portfolios
Maumee,
Ohio
| – | -$33.2K | -755 | Closed |
|
|
NFSG
204
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$13.9K | -317 | Closed |
|
|
MG
205
Mather Group
Chicago,
Illinois
| – | -$11.6K | -273 | Closed |
|
|
PCM
206
Penserra Capital Management
Orinda,
California
| – | -$8K | -178 | Closed |
|
|
SC
207
Sawyer & Company
Boston,
Massachusetts
| – | -$6K | -145 | Closed |
|
|
SIS
208
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$4.92K | -112 | Closed |
|
|
CP
209
Castleview Partners
Dallas,
Texas
| – | -$3.3K | -75 | Closed |
|
|
HWA
210
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$2.07K | -47 | Closed |
|
|
AA
211
Ancora Advisors
Cleveland,
Ohio
| – | -$1.54K | -35 | Closed |
|
|
CVA
212
Central Valley Advisors
Sacramento,
California
| – | -$579K | -8 | Closed |
|
|
AIA
213
Armor Investment Advisors
Raleigh,
North Carolina
| – | -$88 | -2 | Closed |
|
FUTY Hedge Fund Activity: Q3 2024 in Review
196 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2024, worth a combined $618M — up 34% from $461M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FUTY positions and 17 closed out — a net gain of 23 holders — while 79 added to existing stakes and 47 trimmed.
The largest buyer was Bank of America, adding an estimated $15.1M. The largest seller was Traphagen Investment Advisors, cutting an estimated $3.45M.
- 196 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2024, up from 174 in Q2 2024.
- Funds reported $618M of Fidelity MSCI Utilities Index ETF stock for Q3 2024, up 34% quarter-over-quarter.
- 40 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2024 and 17 closed out, a net change of +23 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2024 was Bank of America, an estimated $15.1M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q3 2024 was Traphagen Investment Advisors, an estimated $3.45M sold.
Based on aggregated 13F filings for Q3 2024.