Fidelity MSCI Utilities Index ETF
FUTY
42 hedge funds and large institutions have $89.8M invested in Fidelity MSCI Utilities Index ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 7 closing their positions.
0% more funds holding
Funds holding: 42 → 42 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
6.68% less ownership
Funds ownership: 43.25% → 36.58% (-6.7%)
18% less capital invested
Capital invested by funds: $110M → $89.8M (-$20.3M)
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$2.47M |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
+$1.95M |
| 3 |
Goldman Sachs
New York
|
+$1.65M |
| 4 |
Jane Street
New York
|
+$782K |
| 5 |
Morgan Stanley
New York
|
+$646K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.5M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$9.78M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$5.36M |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$1.51M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.23M |
FUTY Hedge Fund Activity: Q2 2016 in Review
42 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2016, worth a combined $89.8M — down 18% from $110M a quarter earlier.
Fund positioning in FUTY was balanced in Q2 2016: 7 funds opened new positions, 7 closed out, 12 added to existing stakes and 18 trimmed.
The largest buyer was Vicus Capital, opening a new position worth an estimated $2.47M. The largest seller was Envestnet Asset Management, cutting an estimated $12.5M.
- 42 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $89.8M of Fidelity MSCI Utilities Index ETF stock for Q2 2016, down 18% quarter-over-quarter.
- 7 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2016 and 7 closed out, a net change of 0 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2016 was Vicus Capital, an estimated $2.47M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q2 2016 was Envestnet Asset Management, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2016.