Fidelity MSCI Utilities Index ETF
FUTY
48 hedge funds and large institutions have $81.3M invested in Fidelity MSCI Utilities Index ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
12% more funds holding
Funds holding: 43 → 48 (+5)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $85.1M → $81.3M (-$3.77M)
2.25% less ownership
Funds ownership: 28.15% → 25.9% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.32M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$732K |
| 4 |
SCI
Stableford Capital II
Scottsdale,
Arizona
|
+$460K |
| 5 |
VF
Virtu Financial
New York
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.84M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.41M |
| 3 |
Goldman Sachs
New York
|
-$1.47M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.31M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VC
51
Vicus Capital
State College,
Pennsylvania
| – | -$253K | -7,320 | Closed |
|
52
SG Americas Securities
New York
| – | -$225K | -6,513 | Closed |
|
53
Citigroup
New York
| – | -$7K | -200 | Closed |
|
|
MA
54
MCF Advisors
Covington,
Kentucky
| – | -$4K | -120 | Closed |
|
FUTY Hedge Fund Activity: Q4 2017 in Review
48 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2017, worth a combined $81.3M — down 4.4% from $85.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FUTY positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 14 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.32M. The largest seller was Royal Bank of Canada, cutting an estimated $3.84M.
- 48 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2017, up from 43 in Q3 2017.
- Funds reported $81.3M of Fidelity MSCI Utilities Index ETF stock for Q4 2017, down 4.4% quarter-over-quarter.
- 13 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2017 and 7 closed out, a net change of +6 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $2.32M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q4 2017 was Royal Bank of Canada, an estimated $3.84M sold.
Based on aggregated 13F filings for Q4 2017.