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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
46
Increased
71
Reduced
61
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$213M
2
DFG
Demars Financial Group
Washington
+$27.2M
3
ACA
Aptus Capital Advisors
Alabama
+$13.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$9.65M
5
LPL Financial
LPL Financial
California
+$8.67M

Top Sellers

Rank Fund Capital Flow
1
QAM
Q3 Asset Management
Michigan
-$16.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.11M
3
GWA
GGM Wealth Advisors
Maryland
-$3.68M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.57M
5
RWP
RWA Wealth Partners
Massachusetts
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
201
Golden State Wealth Management
California
$1.26K +$1.27K +25 New
EW
202
Element Wealth
Mississippi
$1.09K – – –
CFB
203
Cullen/Frost Bankers
Texas
$1.09K – – –
LCM
204
Logan Capital Management
Pennsylvania
$1.06K – – –
CAL
205
Capital Analysts LLC
Pennsylvania
$1K +$459 +9 +82%
CAWM
206
Capital A Wealth Management
Pennsylvania
$975 +$1.02K +20 New
RFA
207
Reyes Financial Architecture
California
$975 +$1.02K +20 New
Russell Investments Group
208
Russell Investments Group
United Kingdom
$683 – – –
PFBT
209
Parkside Financial Bank & Trust
Missouri
$586 – – –
DSC
210
Duncker Streett & Co
Missouri
$585 +$612 +12 New
BC
211
Barrett & Company
Rhode Island
$536 +$561 +11 New
CAM
212
Creekmur Asset Management
Illinois
$270 -$51 -1 -14%
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$244 -$263K -5,160 -100%
S
214
SignatureFD
Georgia
$204 – – –
GWA
215
GGM Wealth Advisors
Maryland
– -$3.68M -71,013 Closed
RWP
216
RWA Wealth Partners
Massachusetts
– -$3.54M -68,299 Closed
WA
217
Win Advisors
Florida
– -$2.93M -56,508 Closed
CWM
218
Cedar Wealth Management
California
– -$2.05M -39,546 Closed
BBP
219
Banco BTG Pactual
Brazil
– -$1.58M -30,496 Closed
DADC
220
D.A. Davidson & Co
Montana
– -$1.19M -23,018 Closed
BOSSRA
221
B.O.S.S. Retirement Advisors
Utah
– -$815K -15,734 Closed
PSCM
222
Per Stirling Capital Management
Texas
– -$615K -11,869 Closed
SFG
223
Sowa Financial Group
Rhode Island
– -$612K -11,812 Closed
SAM
224
Secure Asset Management
Michigan
– -$447K -8,634 Closed
AWM
225
Axxcess Wealth Management
California
– -$336K -6,487 Closed
6 7 8
9
10

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.