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Fidelity MSCI Utilities Index ETF

58 hedge funds and large institutions have $101M invested in Fidelity MSCI Utilities Index ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

137% more capital invested

Capital invested by funds: $42.4M → $101M (+$58.1M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

26% more funds holding

Funds holding: 4658 (+12)

13.43% more ownership

Funds ownership: 14.34%27.76% (+13%)

Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
21
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$346K -$18.5K -529 -5%
LNC
27
Lincoln National Corp
Pennsylvania
$335K -$18.6K -532 -5%
Bank of America
28
Bank of America
North Carolina
$334K +$163K +4,662 +95%
SFA
29
Sequoia Financial Advisors
Ohio
$231K +$232K +6,632 New
SCA
30
Snowden Capital Advisors
New York
$219K -$3.43K -98 -2%
Wells Fargo
31
Wells Fargo
California
$191K +$90.1K +2,572 +89%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$182K +$8.65K +247 +5%
SG Americas Securities
33
SG Americas Securities
New York
$121K -$697K -19,879 -85%
BAM
34
Belpointe Asset Management
Nevada
$119K +$120K +3,422 New
MSA
35
Marino Stram & Associates
Massachusetts
$106K +$107K +3,058 New
RA
36
Rational Advisors
New York
$104K +$72.6K +2,072 +227%
CH
37
Canton Hathaway
Rhode Island
$102K +$102K +2,915 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$101K +$102K +2,906 New
GWM
39
Geneos Wealth Management
Colorado
$93K +$68.1K +1,944 +258%
UBS Group
40
UBS Group
Switzerland
$56K +$12.8K +364 +29%
IWMA
41
Ironwood Wealth Management (Arizona)
Arizona
$51K -$175 -5 -0.3%
CFGS
42
Concourse Financial Group Securities
Alabama
$46K +$46.7K +1,332 New
GEA
43
Glen Eagle Advisors
New Jersey
$41.4K -$4.91K -140 -11%
CAC
44
Certified Advisory Corp
Florida
$25K +$35 +1 +0.1%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$22.1K +632 New
AWM
46
Aevitas Wealth Management
Massachusetts
$17K +$140 +4 +0.8%
RWA
47
River Wealth Advisors
Pennsylvania
$16K +$2.94K +84 +23%
KF
48
Krilogy Financial
Missouri
$9K +$9.46K +270 New
CFD
49
Creative Financial Designs
Indiana
$6K -$51.1K -1,458 -90%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$3.79K +$3.82K +109 New

FUTY Hedge Fund Activity: Q3 2018 in Review

58 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2018, worth a combined $101M — up 137% from $42.4M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FUTY positions and 7 closed out — a net gain of 12 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.9M. The largest seller was BB&T Securities, exiting entirely with an estimated $11.3M sold.

  • 58 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2018, up from 46 in Q2 2018.
  • Funds reported $101M of Fidelity MSCI Utilities Index ETF stock for Q3 2018, up 137% quarter-over-quarter.
  • 19 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2018 and 7 closed out, a net change of +12 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $25.9M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2018 was BB&T Securities, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2018.