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Fidelity MSCI Utilities Index ETF

43 hedge funds and large institutions have $85.1M invested in Fidelity MSCI Utilities Index ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.41% less ownership

Funds ownership: 35.55%28.15% (-7.4%)

10% less funds holding

Funds holding: 4843 (-5)

21% less capital invested

Capital invested by funds: $108M → $85.1M (-$22.6M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
21
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$299K -$159K -4,569 -35%
UBS Group
27
UBS Group
Switzerland
$289K +$20.6K +591 +8%
Bank of America
28
Bank of America
North Carolina
$262K +$3.21K +92 +1%
VC
29
Vicus Capital
Pennsylvania
$253K +$23.4K +670 +10%
AG
30
Advisor Group
Arizona
$228K -$47.6K -1,366 -17%
SG Americas Securities
31
SG Americas Securities
New York
$225K +$227K +6,513 New
Wells Fargo
32
Wells Fargo
California
$153K -$7.36K -211 -5%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$135K +$116K +3,320 +4,203%
IWMA
34
Ironwood Wealth Management (Arizona)
Arizona
$60K +$60.7K +1,741 New
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40K +$9.42K +270 +31%
KF
36
Krilogy Financial
Missouri
$10K +$70 +2 +0.7%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$9K
Citigroup
38
Citigroup
New York
$7K -$3.49K -100 -33%
MA
39
MCF Advisors
Kentucky
$4K +$4.19K +120 New
DOA
40
D'Orazio & Associates
Virginia
$3K
AIA
41
Armor Investment Advisors
North Carolina
$2K
SPIA
42
Steward Partners Investment Advisory
New York
$2K
HighTower Advisors
43
HighTower Advisors
Illinois
-$3.01M -90,127 Closed
Citadel Advisors
44
Citadel Advisors
Florida
-$993K -29,391 Closed
AIA
45
Allegis Investment Advisors
Idaho
-$523K -15,488 Closed
NPC
46
National Planning Corporation
California
-$317K -9,446 Closed
AA
47
Advisory Alpha
Michigan
-$111K -3,174 Closed
Creative Planning
48
Creative Planning
Kansas
-$45K -1,322 Closed
GI
49
Gradient Investments
Minnesota
-$17K -492 Closed
SSB
50
Sandy Spring Bank
Maryland
-$11K -335 Closed

FUTY Hedge Fund Activity: Q3 2017 in Review

43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2017, worth a combined $85.1M — down 21% from $108M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FUTY and 5 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 21 added.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $3.48M. The largest seller was FormulaFolio Investments, cutting an estimated $26.7M.

  • 43 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2017, down from 48 in Q2 2017.
  • Funds reported $85.1M of Fidelity MSCI Utilities Index ETF stock for Q3 2017, down 21% quarter-over-quarter.
  • 5 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2017 and 8 closed out, a net change of -3 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2017 was Ladenburg Thalmann Financial Services, an estimated $3.48M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2017 was FormulaFolio Investments, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2017.