Fidelity MSCI Utilities Index ETF
FUTY
141 hedge funds and large institutions have $382M invested in Fidelity MSCI Utilities Index ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
43% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 40
7% more capital invested
Capital invested by funds: $356M → $382M (+$26.6M)
2% more funds holding
Funds holding: 138 → 141 (+3)
0.82% more ownership
Funds ownership: 34.45% → 35.26% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
+$36.7M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$15.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.87M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$1.99M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$23.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.64M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$4.48M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.25M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$722K |
FUTY Hedge Fund Activity: Q3 2021 in Review
141 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2021, worth a combined $382M — up 7.5% from $356M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FUTY positions and 6 closed out — a net gain of 4 holders — while 57 added to existing stakes and 40 trimmed.
The largest buyer was Rational Advisors, adding an estimated $36.7M. The largest seller was Brookstone Capital Management, cutting an estimated $23.1M.
- 141 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2021, up from 138 in Q2 2021.
- Funds reported $382M of Fidelity MSCI Utilities Index ETF stock for Q3 2021, up 7.5% quarter-over-quarter.
- 10 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2021 and 6 closed out, a net change of +4 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2021 was Rational Advisors, an estimated $36.7M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q3 2021 was Brookstone Capital Management, an estimated $23.1M sold.
Based on aggregated 13F filings for Q3 2021.