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Fidelity MSCI Utilities Index ETF
FUTY

106 hedge funds and large institutions have $252M invested in Fidelity MSCI Utilities Index ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more capital invested

Capital invested by funds: $220M → $252M (+$31.7M)

10% more funds holding

Funds holding: 96 → 106 (+10)

2.21% less ownership

Funds ownership: 30.39% → 28.19% (-2.2%)

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
20
Increased
51
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.17M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.61M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.05M
4
BCM
Brookstone Capital Management
Illinois
+$2.94M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$14.6M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$2.43M
3
SPC
Sigma Planning Corp
Michigan
-$2.41M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.6M
5
Jane Street
Jane Street
New York
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
26
Cabana LLC
Arkansas
$2.54M +$109K +2,688 +5%
LNC
27
Lincoln National Corp
Pennsylvania
$2.4M -$121K -2,989 -5%
SPC
28
Sigma Planning Corp
Michigan
$2.36M -$2.41M -59,507 -52%
OMC
29
Old Mission Capital
Illinois
$2.35M +$2.24M +55,374 New
AG
30
Advisor Group
Arizona
$2.26M +$322K +7,947 +18%
IA
31
IFG Advisory
Georgia
$2.24M +$2.13M +52,625 New
NR
32
Newfound Research
Massachusetts
$1.99M -$85.7K -2,113 -4%
CWG
33
Cornerstone Wealth Group
North Carolina
$1.98M +$221K +5,444 +13%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$1.73M +$227K +5,606 +16%
MWM
35
Mascoma Wealth Management
New Hampshire
$1.58M +$1.29M +31,807 +578%
ST
36
Spinnaker Trust
Maine
$1.52M -$38.4K -948 -3%
BTS
37
BB&T Securities
Virginia
$1.5M +$335K +8,269 +30%
FFWA
38
FRG Family Wealth Advisors
Washington
$1.22M +$390K +9,625 +50%
AWM
39
AE Wealth Management
Kansas
$1.2M +$52.2K +1,287 +5%
PAG
40
Private Advisor Group
New Jersey
$1.12M +$597K +14,737 +125%
Wells Fargo
41
Wells Fargo
California
$1.11M +$491K +12,105 +86%
SCP
42
Silverleafe Capital Partners
Tennessee
$1.11M +$171K +4,209 +19%
AI
43
Atria Investments
North Carolina
$1.03M +$70.9K +1,749 +8%
FIA
44
Foundations Investment Advisors
Arizona
$1.02M +$136K +3,354 +16%
UBS Group
45
UBS Group
Switzerland
$998K +$626K +15,445 +192%
5L
46
55I LLC
Massachusetts
$958K +$374K +9,225 +69%
SW
47
SVB Wealth
Massachusetts
$933K -$183K -4,517 -17%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$927K -$9.53K -235 -1%
NFG
49
Next Financial Group
Texas
$868K -$100K -2,466 -11%
ECM
50
Exchange Capital Management
Michigan
$856K +$41 +1 +0%
1
2
3 4 5

FUTY Hedge Fund Activity: Q3 2019 in Review

106 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2019, worth a combined $252M — up 14% from $220M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FUTY positions and 10 closed out — a net gain of 10 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.17M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $14.6M sold.

  • 106 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2019, up from 96 in Q2 2019.
  • Funds reported $252M of Fidelity MSCI Utilities Index ETF stock for Q3 2019, up 14% quarter-over-quarter.
  • 20 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2019 and 10 closed out, a net change of +10 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $5.17M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2019 was FormulaFolio Investments, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2019.