Fidelity MSCI Utilities Index ETF
FUTY
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.
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: 1 → 2 (+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: 122 → 140 (+18)
12.36% more ownership
Funds ownership: 29.71% → 42.07% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$198M |
| 2 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$3.26M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$3.03M |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
+$2.34M |
| 5 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$4.31M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$4.15M |
| 3 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
-$3.44M |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$1.97M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.82M |
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.