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Fidelity MSCI Utilities Index ETF

46 hedge funds and large institutions have $42.4M invested in Fidelity MSCI Utilities Index ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4446 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 14.69%14.34% (-0.35%)

2% less capital invested

Capital invested by funds: $43.4M → $42.4M (-$978K)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
20
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$140K -$14.2K -428 -9%
Wells Fargo
27
Wells Fargo
California
$99K
CFD
28
Creative Financial Designs
Indiana
$56K +$40.5K +1,223 +307%
IWMA
29
Ironwood Wealth Management (Arizona)
Arizona
$50K +$48.6K +1,466 New
GEA
30
Glen Eagle Advisors
New Jersey
$45.6K +$34.6K +1,045 +367%
UBS Group
31
UBS Group
Switzerland
$43K +$3.74K +113 +10%
BCA
32
Bay Colony Advisors
Massachusetts
$43K +$41.4K +1,250 New
GBBWRPM
33
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33K +$33.1K +1,000 New
RA
34
Rational Advisors
New York
$31K +$13K +391 +75%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K -$21K -634 -43%
CAC
36
Certified Advisory Corp
Florida
$25K
GWM
37
Geneos Wealth Management
Colorado
$25K +$5.07K +153 +26%
AWM
38
Aevitas Wealth Management
Massachusetts
$16K +$133 +4 +0.8%
AA
39
Advisory Alpha
Michigan
$13K +$66 +2 +0.5%
RWA
40
River Wealth Advisors
Pennsylvania
$12K +$12K +363 New
WAM
41
Wealthspire Advisors (Maryland)
Maryland
$3K
AIA
42
Armor Investment Advisors
North Carolina
$2K
JP Morgan Chase
43
JP Morgan Chase
New York
$2K +$1.99K +60 New
AIL
44
AGF Investments LLC
Ontario, Canada
$4 +$2.68K +81 +208%
VF
45
Virtu Financial
New York
-$1.28M -38,612 Closed
KF
46
Krilogy Financial
Missouri
-$24K -732 Closed
IIC
47
Integrated Investment Consultants
Michigan
-$10K -311 Closed
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
-$9.36K -283 Closed
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
-$3K -81 Closed
SWP
50
Stratos Wealth Partners
Ohio
-$1K -41 Closed

FUTY Hedge Fund Activity: Q2 2018 in Review

46 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2018, worth a combined $42.4M — down 2.3% from $43.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FUTY positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Advisory Services Network, adding an estimated $1.52M. The largest seller was BB&T Securities, cutting an estimated $4.66M.

  • 46 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2018, up from 44 in Q1 2018.
  • Funds reported $42.4M of Fidelity MSCI Utilities Index ETF stock for Q2 2018, down 2.3% quarter-over-quarter.
  • 8 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2018 and 6 closed out, a net change of +2 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2018 was Advisory Services Network, an estimated $1.52M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q2 2018 was BB&T Securities, an estimated $4.66M sold.

Based on aggregated 13F filings for Q2 2018.