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Fidelity MSCI Utilities Index ETF
FUTY

122 hedge funds and large institutions have $250M invested in Fidelity MSCI Utilities Index ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

24% more capital invested

Capital invested by funds: $201M → $250M (+$49.2M)

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

5.34% more ownership

Funds ownership: 24.36% → 29.71% (+5.3%)

3% more funds holding

Funds holding: 119 → 122 (+3)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
47
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$37.6M
2
FI
FormulaFolio Investments
Michigan
+$10.6M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.69M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.46M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$8.83M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.45M
3
SSW
Smith Shellnut Wilson
Mississippi
-$2.62M
4
SMG
Spectrum Management Group
Indiana
-$1.58M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
WR
26
Watson Rebecca
$1.55M -$878 -23 -0.1%
LWA
27
Lineweaver Wealth Advisors
Ohio
$1.4M -$24.5K -641 -2%
MWM
28
Maltin Wealth Management
New Jersey
$1.31M -$74.2K -1,946 -5%
Morgan Stanley
29
Morgan Stanley
New York
$1.28M -$1.16M -30,449 -47%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$1.28M -$294K -7,714 -20%
SPC
31
Sigma Planning Corp
Michigan
$1.21M -$31.1K -815 -2%
BFA
32
Beaumont Financial Advisors
Massachusetts
$1.19M -$8.83M -231,385 -88%
FFWA
33
FRG Family Wealth Advisors
Washington
$1.15M -$265K -6,950 -19%
TRCT
34
Tower Research Capital (TRC)
New York
$1.14M -$544K -14,261 -32%
PG
35
Prostatis Group
Maryland
$1.09M +$500K +13,107 +84%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.06M +$273K +7,159 +34%
AWM
37
AE Wealth Management
Kansas
$1.04M +$38K +996 +4%
HF
38
HRT Financial
New York
$865K +$484K +12,674 +125%
LNC
39
Lincoln National Corp
Pennsylvania
$843K -$32.4K -848 -4%
BCM
40
Brookstone Capital Management
Illinois
$793K +$120K +3,157 +18%
FTUS
41
Flow Traders U.S.
New York
$777K +$782K +20,487 New
CA
42
Cetera Advisors
Colorado
$734K -$12.9K -337 -2%
CIAS
43
Capital Investment Advisory Services
North Carolina
$712K +$6.94K +182 +1%
FA
44
FMA Advisory
Pennsylvania
$688K +$81.5K +2,136 +13%
AAS
45
Avantax Advisory Services
Texas
$667K -$124K -3,260 -16%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$660K -$1.46M -38,248 -69%
CH
47
Canton Hathaway
Rhode Island
$648K -$147K -3,842 -18%
SCI
48
Stableford Capital II
Arizona
$642K +$44.8K +1,174 +7%
TGAM
49
TBH Global Asset Management
Tennessee
$641K +$644K +16,887 New
Jane Street
50
Jane Street
New York
$606K +$610K +15,980 New
1
2
3 4 5

FUTY Hedge Fund Activity: Q3 2020 in Review

122 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2020, worth a combined $250M — up 24% from $201M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FUTY positions and 13 closed out — a net gain of 4 holders — while 47 added to existing stakes and 39 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $37.6M. The largest seller was Beaumont Financial Advisors, cutting an estimated $8.83M.

  • 122 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2020, up from 119 in Q2 2020.
  • Funds reported $250M of Fidelity MSCI Utilities Index ETF stock for Q3 2020, up 24% quarter-over-quarter.
  • 17 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2020 and 13 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2020 was Charles Schwab, an estimated $37.6M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2020 was Beaumont Financial Advisors, an estimated $8.83M sold.

Based on aggregated 13F filings for Q3 2020.