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Fidelity MSCI Utilities Index ETF
FUTY

79 hedge funds and large institutions have $233M invested in Fidelity MSCI Utilities Index ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 8

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

132% more capital invested

Capital invested by funds: $101M → $233M (+$133M)

36% more funds holding

Funds holding: 58 → 79 (+21)

19.2% more ownership

Funds ownership: 27.76% → 46.96% (+19%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
79
Holders Change
+21
Holders Change %
+36.21%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
34
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.7M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$36.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$7.14M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.75M
5
KCM
Karp Capital Management
California
+$4.63M

Top Sellers

Rank Fund Capital Flow
1
SCI
Stableford Capital II
Arizona
-$4.29M
2
Jane Street
Jane Street
New York
-$3.49M
3
SAM
Shamrock Asset Management
Texas
-$773K
4
TRCT
Tower Research Capital (TRC)
New York
-$622K
5
SFA
Sequoia Financial Advisors
Ohio
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
FSC
26
Full Sail Capital
Oklahoma
$1.36M +$1.39M +38,940 New
IWS
27
Insight Wealth Strategies
California
$1.28M +$1.31M +36,695 New
ST
28
Spinnaker Trust
Maine
$1.26M +$8.3K +232 +0.6%
LNC
29
Lincoln National Corp
Pennsylvania
$1.06M +$745K +20,818 +216%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$876K +$899K +25,117 New
ECM
31
Exchange Capital Management
Michigan
$850K +$7.8K +218 +0.9%
SHIM
32
Stone House Investment Management
Pennsylvania
$761K +$781K +21,820 New
MWC
33
MKD Wealth Coaches
Michigan
$691K +$709K +19,816 New
SCP
34
Silverleafe Capital Partners
Tennessee
$661K +$679K +18,961 New
GRP
35
Global Retirement Partners
California
$643K -$7.41K -207 -1%
RJT
36
Raymond James Trust
Florida
$600K +$616K +17,196 New
RJA
37
Raymond James & Associates
Florida
$505K +$518K +14,473 New
MWM
38
Mascoma Wealth Management
New Hampshire
$456K +$468K +13,068 New
FA
39
FMA Advisory
Pennsylvania
$401K -$15.4K -431 -4%
TRCT
40
Tower Research Capital (TRC)
New York
$392K -$622K -17,378 -61%
CFD
41
Creative Financial Designs
Indiana
$348K +$351K +9,809 +6,018%
Wells Fargo
42
Wells Fargo
California
$303K +$115K +3,214 +59%
SFS
43
Sowell Financial Services
Arkansas
$269K +$276K +7,714 New
EIP
44
Ellis Investment Partners
Pennsylvania
$264K +$272K +7,590 New
SCA
45
Snowden Capital Advisors
New York
$244K +$26.1K +729 +12%
MML Investors Services
46
MML Investors Services
Massachusetts
$241K +$248K +6,923 New
SS
47
Sunbelt Securities
Texas
$238K +$244K +6,812 New
Jane Street
48
Jane Street
New York
$236K -$3.49M -97,429 -93%
SSWM
49
Smith Salley Wealth Management
North Carolina
$228K +$234K +6,543 New
RA
50
Rational Advisors
New York
$207K +$106K +2,951 +99%
1
2
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FUTY Hedge Fund Activity: Q4 2018 in Review

79 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2018, worth a combined $233M — up 132% from $101M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FUTY positions and 7 closed out — a net gain of 21 holders — while 34 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $48.7M. The largest seller was Stableford Capital II, cutting an estimated $4.29M.

  • 79 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2018, up from 58 in Q3 2018.
  • Funds reported $233M of Fidelity MSCI Utilities Index ETF stock for Q4 2018, up 132% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2018 and 7 closed out, a net change of +21 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $48.7M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q4 2018 was Stableford Capital II, an estimated $4.29M sold.

Based on aggregated 13F filings for Q4 2018.