Fidelity MSCI Utilities Index ETF
FUTY
151 hedge funds and large institutions have $445M invested in Fidelity MSCI Utilities Index ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 16 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
72% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 36
16% more capital invested
Capital invested by funds: $382M → $445M (+$62.6M)
7% more funds holding
Funds holding: 141 → 151 (+10)
0.67% more ownership
Funds ownership: 35.26% → 35.93% (+0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$17.5M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
+$13.9M |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
+$5.39M |
| 4 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$3.16M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$10.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.07M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.72M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$3.77M |
| 5 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
-$1.86M |
FUTY Hedge Fund Activity: Q4 2021 in Review
151 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2021, worth a combined $445M — up 16% from $382M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FUTY positions and 16 closed out — a net gain of 13 holders — while 62 added to existing stakes and 36 trimmed.
The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $17.5M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $10.3M.
- 151 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2021, up from 141 in Q3 2021.
- Funds reported $445M of Fidelity MSCI Utilities Index ETF stock for Q4 2021, up 16% quarter-over-quarter.
- 29 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2021 and 16 closed out, a net change of +13 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $17.5M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2021.