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Fidelity MSCI Utilities Index ETF

140 hedge funds and large institutions have $475M invested in Fidelity MSCI Utilities Index ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more capital invested

Capital invested by funds: $250M → $475M (+$225M)

46% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 37

15% more funds holding

Funds holding: 122140 (+18)

12.36% more ownership

Funds ownership: 29.71%42.07% (+12%)

Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
54
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$204M +$198M +4,857,448 +2,920%
Charles Schwab
2
Charles Schwab
California
$40.2M +$239K +5,885 +0.6%
FI
3
FormulaFolio Investments
Michigan
$32.8M -$853K -20,982 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.3M +$797K +19,591 +4%
TIA
5
Traphagen Investment Advisors
New Jersey
$13.4M +$374K +9,194 +3%
EC
6
Estate Counselors
Wisconsin
$13.4M +$1.9M +46,730 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.2M +$91.9K +2,259 +0.9%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.65M +$1.63M +40,187 +20%
MIS
9
Morningstar Investment Services
Illinois
$8.92M -$963K -23,680 -10%
Lido Advisors
10
Lido Advisors
California
$8.3M +$926K +22,783 +13%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.22M -$320K -7,880 -4%
BCM
12
Beaumont Capital Management
Massachusetts
$6.75M +$6.76M +166,360 New
MFM
13
Mirsky Financial Management
New York
$6.58M +$500K +12,303 +8%
ASN
14
Advisory Services Network
Georgia
$6.37M +$62.4K +1,535 +1%
LPL Financial
15
LPL Financial
California
$5.62M +$1.35M +33,132 +31%
KAS
16
Kestra Advisory Services
Texas
$5.35M -$1.23M -30,366 -19%
FSC
17
Full Sail Capital
Oklahoma
$4.68M +$228K +5,596 +5%
SSW
18
Smith Shellnut Wilson
Mississippi
$3.5M -$3.44M -84,507 -49%
SFS
19
Sowell Financial Services
Arkansas
$3.36M +$3.03M +74,602 +920%
FFA
20
Fragasso Financial Advisors
Pennsylvania
$3.25M +$3.26M +80,086 New
IA
21
IFG Advisory
Georgia
$3M +$81.7K +2,008 +3%
FA
22
Fortis Advisors
Pennsylvania
$2.8M -$31.4K -772 -1%
RA
23
Rational Advisors
New York
$2.55M +$2.34M +57,626 +1,104%
DFG
24
Demars Financial Group
Washington
$2.4M -$632K -15,538 -21%
Wells Fargo
25
Wells Fargo
California
$2.17M -$33.8K -830 -2%

FUTY Hedge Fund Activity: Q4 2020 in Review

140 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2020, worth a combined $475M — up 90% from $250M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FUTY positions and 14 closed out — a net gain of 19 holders — while 54 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $198M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $4.31M.

  • 140 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2020, up from 122 in Q3 2020.
  • Funds reported $475M of Fidelity MSCI Utilities Index ETF stock for Q4 2020, up 90% quarter-over-quarter.
  • 33 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2020 and 14 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2020 was Bank of America, an estimated $198M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q4 2020 was Northwestern Mutual Wealth Management, an estimated $4.31M sold.

Based on aggregated 13F filings for Q4 2020.