Fidelity MSCI Utilities Index ETF
FUTY
33 hedge funds and large institutions have $26.6M invested in Fidelity MSCI Utilities Index ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
38% more funds holding
Funds holding: 24 → 33 (+9)
7.8% less ownership
Funds ownership: 31.62% → 23.82% (-7.8%)
18% less capital invested
Capital invested by funds: $32.4M → $26.6M (-$5.82M)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$1.82M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.75M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$804K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$793K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$594K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$10.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.3M |
| 3 |
Jane Street
New York
|
-$636K |
| 4 |
GA
Giralda Advisors
New York
|
-$319K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$272K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $8K | +$8.24K | +300 | New |
|
|
KF
27
Krilogy Financial
St. Louis,
Missouri
| $5K | +$5.38K | +196 | New |
|
|
DOA
28
D'Orazio & Associates
Falls Church,
Virginia
| $3K | – | – | – |
|
|
IF
29
Ironwood Financial
Tucson,
Arizona
| $2K | +$1.62K | +59 | New |
|
|
MFS
30
MSI Financial Services
Springfield,
Massachusetts
| $1K | +$1.37K | +50 | New |
|
31
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $9 | -$10.6K | -385 | -54% |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$1.3M | -48,827 | Closed |
|
|
GA
33
Giralda Advisors
New York
| – | -$319K | -11,984 | Closed |
|
|
W
34
Wealthfront
Palo Alto,
California
| – | -$3K | -129 | Closed |
|
35
Citigroup
New York
| – | -$3K | -100 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | -$137 | -5 | -83% |
|
FUTY Hedge Fund Activity: Q3 2015 in Review
33 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2015, worth a combined $26.6M — down 18% from $32.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FUTY positions and 4 closed out — a net gain of 9 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was SG Americas Securities, adding an estimated $1.82M. The largest seller was Goldman Sachs, cutting an estimated $10.5M.
- 33 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2015, up from 24 in Q2 2015.
- Funds reported $26.6M of Fidelity MSCI Utilities Index ETF stock for Q3 2015, down 18% quarter-over-quarter.
- 13 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2015 and 4 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2015 was SG Americas Securities, an estimated $1.82M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q3 2015 was Goldman Sachs, an estimated $10.5M sold.
Based on aggregated 13F filings for Q3 2015.