Fidelity MSCI Utilities Index ETF
FUTY
33 hedge funds and large institutions have $14.2M invested in Fidelity MSCI Utilities Index ETF in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 33 → 33 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
12.72% less ownership
Funds ownership: 23.82% → 11.11% (-13%)
46% less capital invested
Capital invested by funds: $26.6M → $14.2M (-$12.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$1.76M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$522K |
| 3 |
Jane Street
New York
|
+$502K |
| 4 |
GA
Giralda Advisors
New York
|
+$431K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$347K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$12.5M |
| 2 |
SG Americas Securities
New York
|
-$1.56M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.49M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$796K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$440K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $24K | – | – | – |
|
|
RFA
27
Reilly Financial Advisors
La Mesa,
California
| $11K | +$11.1K | +400 | New |
|
|
DADC
28
D.A. Davidson & Co
Great Falls,
Montana
| $5K | +$5.63K | +203 | New |
|
|
DOA
29
D'Orazio & Associates
Falls Church,
Virginia
| $3K | – | – | – |
|
|
MFS
30
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
31
Citigroup
New York
| $1K | +$694 | +25 | New |
|
32
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $9 | +$83 | +3 | +0.9% |
|
|
VKH
33
Virtu KCG Holdings
New York
| – | -$796K | -28,862 | Closed |
|
|
RPG
34
Risk Paradigm Group
Austin,
Texas
| – | -$37.6K | -1,363 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$15K | -534 | Closed |
|
|
ACM
36
Argentus Capital Management
Dallas,
Texas
| – | -$11K | -407 | Closed |
|
|
KF
37
Krilogy Financial
St. Louis,
Missouri
| – | -$5K | -196 | Closed |
|
38
Wells Fargo
San Francisco,
California
| – | -$28 | -1 | Closed |
|
FUTY Hedge Fund Activity: Q4 2015 in Review
33 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2015, worth a combined $14.2M — down 46% from $26.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FUTY positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Virtu Financial, adding an estimated $1.76M. The largest seller was Goldman Sachs, cutting an estimated $12.5M.
- 33 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $14.2M of Fidelity MSCI Utilities Index ETF stock for Q4 2015, down 46% quarter-over-quarter.
- 7 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2015 and 6 closed out, a net change of +1 holder.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2015 was Virtu Financial, an estimated $1.76M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q4 2015 was Goldman Sachs, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2015.