Fidelity MSCI Utilities Index ETF
FUTY
175 hedge funds and large institutions have $461M invested in Fidelity MSCI Utilities Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 23 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 58
1% more capital invested
Capital invested by funds: $458M → $461M (+$2.8M)
0.97% less ownership
Funds ownership: 39.93% → 38.96% (-0.97%)
4% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 23
3% less funds holding
Funds holding: 181 → 175 (-6)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$10.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$7.72M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$5.13M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$3.16M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$27.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.66M |
| 3 |
Goldman Sachs
New York
|
-$7.33M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.55M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.46M |
FUTY Hedge Fund Activity: Q2 2024 in Review
175 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2024, worth a combined $461M — up 0.61% from $458M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of FUTY and 22 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 61 added.
The largest buyer was Kestra Advisory Services, adding an estimated $10.9M. The largest seller was Traphagen Investment Advisors, cutting an estimated $27.3M.
- 175 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2024, down from 181 in Q1 2024.
- Funds reported $461M of Fidelity MSCI Utilities Index ETF stock for Q2 2024, up 0.61% quarter-over-quarter.
- 22 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2024 and 23 closed out, a net change of -1 holder.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2024 was Kestra Advisory Services, an estimated $10.9M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q2 2024 was Traphagen Investment Advisors, an estimated $27.3M sold.
Based on aggregated 13F filings for Q2 2024.