Fidelity MSCI Utilities Index ETF
FUTY
174 hedge funds and large institutions have $880M invested in Fidelity MSCI Utilities Index ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 27 closing their positions.
98% more capital invested
Capital invested by funds: $444M → $880M (+$436M)
33% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 27
16.57% more ownership
Funds ownership: 33.08% → 49.64% (+17%)
10% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 49
5% more funds holding
Funds holding: 166 → 174 (+8)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$484M |
| 2 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$5.5M |
| 3 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
+$3.99M |
| 4 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
+$3.71M |
| 5 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$12.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.48M |
| 3 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
-$6.99M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$5.91M |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$2.32M |
FUTY Hedge Fund Activity: Q2 2022 in Review
174 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2022, worth a combined $880M — up 98% from $444M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new FUTY positions and 27 closed out — a net gain of 9 holders — while 54 added to existing stakes and 49 trimmed.
The largest buyer was Bank of America, adding an estimated $484M. The largest seller was Truist Financial, exiting entirely with an estimated $12.8M sold.
- 174 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2022, up from 166 in Q1 2022.
- Funds reported $880M of Fidelity MSCI Utilities Index ETF stock for Q2 2022, up 98% quarter-over-quarter.
- 36 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2022 and 27 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2022 was Bank of America, an estimated $484M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q2 2022 was Truist Financial, an estimated $12.8M sold.
Based on aggregated 13F filings for Q2 2022.