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Fidelity MSCI Utilities Index ETF

176 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Utilities Index ETF in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

5% more funds holding

Funds holding: 167176 (+9)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

1.16% less ownership

Funds ownership: 62.26%61.1% (-1.2%)

6% less capital invested

Capital invested by funds: $1.31B → $1.23B (-$80.9M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
26
Increased
60
Reduced
62
Closed
15
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
$896M -$47.5M -1,091,692 -5%
RA
2
Rational Advisors
New York
$67.9M +$140K +3,221 +0.2%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$25.1M +$3.83M +88,000 +17%
Lido Advisors
4
Lido Advisors
California
$17.7M +$1.2M +27,674 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17M -$5.19M -119,334 -23%
Osaic Holdings
6
Osaic Holdings
Arizona
$13.6M +$2.5M +57,438 +22%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.8M +$194K +4,465 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$11.7M -$654K -15,044 -5%
LPL Financial
9
LPL Financial
California
$10.3M +$149K +3,423 +1%
FSC
10
Full Sail Capital
Oklahoma
$8.2M +$6.17K +142 +0.1%
Morgan Stanley
11
Morgan Stanley
New York
$7.56M +$258K +5,941 +3%
AWM
12
AE Wealth Management
Kansas
$7.11M +$2.21M +50,930 +43%
Wells Fargo
13
Wells Fargo
California
$6.14M +$5.46M +125,532 +636%
FA
14
Fortis Advisors
Pennsylvania
$5.47M -$98.2K -2,259 -2%
ASN
15
Advisory Services Network
Georgia
$4.95M +$97.1K +2,232 +2%
IA
16
IFG Advisory
Georgia
$4.87M +$54.5K +1,254 +1%
SSW
17
Smith Shellnut Wilson
Mississippi
$4.24M -$18.1K -416 -0.4%
BCM
18
Brookstone Capital Management
Illinois
$4.22M +$119K +2,731 +3%
CW
19
Connectus Wealth
Ohio
$3.63M +$102K +2,348 +3%
LIA
20
LifePlan Investment Advisors
North Carolina
$3.63M +$3.73M +85,855 New
MFG
21
Monumental Financial Group
Maryland
$3.11M -$2.41M -55,533 -43%
DFG
22
Demars Financial Group
Washington
$3.08M +$3K +69 +0.1%
VA
23
Valmark Advisers
Ohio
$2.82M +$93.7K +2,156 +3%
SCI
24
Stableford Capital II
Arizona
$2.77M +$2.9M +66,735 New
BBL
25
Beck Bode LLC
Massachusetts
$2.68M -$678K -15,598 -20%

FUTY Hedge Fund Activity: Q2 2023 in Review

176 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2023, worth a combined $1.23B — down 6.2% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FUTY positions and 15 closed out — a net gain of 11 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.46M. The largest seller was Bank of America, cutting an estimated $47.5M.

  • 176 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2023, up from 167 in Q1 2023.
  • Funds reported $1.23B of Fidelity MSCI Utilities Index ETF stock for Q2 2023, down 6.2% quarter-over-quarter.
  • 26 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2023 and 15 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2023 was Wells Fargo, an estimated $5.46M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q2 2023 was Bank of America, an estimated $47.5M sold.

Based on aggregated 13F filings for Q2 2023.