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Fidelity MSCI Utilities Index ETF

48 hedge funds and large institutions have $81.3M invested in Fidelity MSCI Utilities Index ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

12% more funds holding

Funds holding: 4348 (+5)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $85.1M → $81.3M (-$3.77M)

2.25% less ownership

Funds ownership: 28.15%25.9% (-2.3%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
15
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$286K -$3.14K -88 -1%
CFD
27
Creative Financial Designs
Indiana
$276K -$255K -7,137 -47%
Jane Street
28
Jane Street
New York
$250K +$259K +7,253 New
AG
29
Advisor Group
Arizona
$242K +$13.3K +373 +6%
Wells Fargo
30
Wells Fargo
California
$156K +$3.39K +95 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$116K -$3.84M -107,619 -97%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98K +$60.6K +1,698 +148%
MSA
33
Marino Stram & Associates
Massachusetts
$87K +$90.1K +2,522 New
CA
34
Calton & Associates
Florida
$84K +$91.4K +2,558 New
MGIA
35
Moneta Group Investment Advisors
Missouri
$35K +$36.3K +1,015 New
CAC
36
Certified Advisory Corp
Florida
$24K +$25.8K +722 New
AA
37
Advisory Alpha
Michigan
$19K +$20.7K +580 New
AWM
38
Aevitas Wealth Management
Massachusetts
$16K +$16.9K +472 New
GWM
39
Geneos Wealth Management
Colorado
$10K +$10.7K +300 New
KF
40
Krilogy Financial
Missouri
$9K -$929 -26 -9%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$9K
FAAS
42
First Allied Advisory Services
California
$4K +$3.64K +102 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$119K -3,319 -98%
DOA
44
D'Orazio & Associates
Virginia
$3K
AIA
45
Armor Investment Advisors
North Carolina
$2K
SPIA
46
Steward Partners Investment Advisory
New York
$2K
SWP
47
Stratos Wealth Partners
Ohio
$1K +$1.46K +41 New
Goldman Sachs
48
Goldman Sachs
New York
-$1.47M -42,580 Closed
SAM
49
Shamrock Asset Management
Texas
-$361K -10,444 Closed
FI
50
FormulaFolio Investments
Michigan
-$337K -9,754 Closed

FUTY Hedge Fund Activity: Q4 2017 in Review

48 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2017, worth a combined $81.3M — down 4.4% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FUTY positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.32M. The largest seller was Royal Bank of Canada, cutting an estimated $3.84M.

  • 48 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2017, up from 43 in Q3 2017.
  • Funds reported $81.3M of Fidelity MSCI Utilities Index ETF stock for Q4 2017, down 4.4% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2017 and 7 closed out, a net change of +6 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $2.32M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q4 2017 was Royal Bank of Canada, an estimated $3.84M sold.

Based on aggregated 13F filings for Q4 2017.