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Fidelity MSCI Utilities Index ETF
FUTY

124 hedge funds and large institutions have $175M invested in Fidelity MSCI Utilities Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

3% more funds holding

Funds holding: 120 → 124 (+4)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

3.95% less ownership

Funds ownership: 26.14% → 22.19% (-4%)

27% less capital invested

Capital invested by funds: $239M → $175M (-$64.4M)

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
40
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
Traphagen Investment Advisors
New Jersey
+$11.2M
2
SSW
Smith Shellnut Wilson
Mississippi
+$5.27M
3
VC
Vicus Capital
Pennsylvania
+$4.14M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.01M
5
MA
Mutual Advisors
Nebraska
+$2.37M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$16.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.5M
3
IA
IFP Advisors
Florida
-$4.69M
4
KCM
Karp Capital Management
California
-$4.53M
5
MIS
Morningstar Investment Services
Illinois
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$1.55M +$226K +5,427 +14%
Truist Financial
27
Truist Financial
North Carolina
$1.51M +$212K +5,100 +14%
WR
28
Watson Rebecca
$1.48M +$41.4K +996 +3%
LWA
29
Lineweaver Wealth Advisors
Ohio
$1.37M +$208 +5 +0%
TRCT
30
Tower Research Capital (TRC)
New York
$1.35M +$1.23M +29,575 +365%
MWM
31
Maltin Wealth Management
New Jersey
$1.34M -$81.5K -1,960 -5%
FFWA
32
FRG Family Wealth Advisors
Washington
$1.34M +$289K +6,940 +23%
IWS
33
Insight Wealth Strategies
California
$1.18M -$441K -10,592 -24%
AWM
34
AE Wealth Management
Kansas
$1.15M -$31.1K -747 -2%
LNC
35
Lincoln National Corp
Pennsylvania
$1.01M -$784K -18,840 -40%
FHA
36
Flagship Harbor Advisors
Massachusetts
$987K +$207K +4,972 +22%
CA
37
Cetera Advisors
Colorado
$965K -$140K -3,366 -11%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$962K – – –
ACA
39
Atlas Capital Advisors
Wyoming
$886K +$365K +8,778 +55%
QAM
40
Q3 Asset Management
Michigan
$766K +$887K +21,335 New
CH
41
Canton Hathaway
Rhode Island
$745K +$25.1K +603 +3%
5L
42
55I LLC
Massachusetts
$708K -$479K -11,524 -39%
MML Investors Services
43
MML Investors Services
Massachusetts
$708K -$44.5K -1,070 -5%
AAS
44
Avantax Advisory Services
Texas
$695K +$805K +19,345 New
CIAS
45
Capital Investment Advisory Services
North Carolina
$688K +$796K +19,143 New
SF
46
Synovus Financial
Georgia
$672K +$778K +18,715 New
MWC
47
MKD Wealth Coaches
Michigan
$640K -$48.4K -1,163 -6%
William Blair & Company
48
William Blair & Company
Illinois
$618K +$89.5K +2,152 +14%
Wells Fargo
49
Wells Fargo
California
$594K -$525K -12,628 -43%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$594K -$220K -5,285 -24%
1
2
3 4 5

FUTY Hedge Fund Activity: Q1 2020 in Review

124 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2020, worth a combined $175M — down 27% from $239M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FUTY positions and 17 closed out — a net gain of 8 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Traphagen Investment Advisors, opening a new position worth an estimated $11.2M. The largest seller was Beaumont Financial Advisors, cutting an estimated $16.9M.

  • 124 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2020, up from 120 in Q4 2019.
  • Funds reported $175M of Fidelity MSCI Utilities Index ETF stock for Q1 2020, down 27% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2020 and 17 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2020 was Traphagen Investment Advisors, an estimated $11.2M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q1 2020 was Beaumont Financial Advisors, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2020.