Fidelity MSCI Utilities Index ETF
FUTY
44 hedge funds and large institutions have $43.4M invested in Fidelity MSCI Utilities Index ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 15 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
8% less funds holding
Funds holding: 48 → 44 (-4)
11.21% less ownership
Funds ownership: 25.9% → 14.69% (-11%)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
47% less capital invested
Capital invested by funds: $81.3M → $43.4M (-$37.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$15.4M |
| 2 |
SCI
Stableford Capital II
Scottsdale,
Arizona
|
+$3M |
| 3 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$1.05M |
| 4 |
VF
Virtu Financial
New York
|
+$910K |
| 5 |
Morgan Stanley
New York
|
+$696K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.7M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$20.7M |
| 3 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
-$5.32M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.78M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$2.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Jane Street
New York
| – | -$250K | -7,253 | Closed |
|
|
CA
52
Calton & Associates
Tampa,
Florida
| – | -$84K | -2,558 | Closed |
|
|
MSA
53
Marino Stram & Associates
Braintree,
Massachusetts
| – | -$87K | -2,522 | Closed |
|
|
MGIA
54
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$35K | -1,015 | Closed |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$9K | -251 | Closed |
|
|
FAAS
56
First Allied Advisory Services
San Diego,
California
| – | -$4K | -102 | Closed |
|
|
DOA
57
D'Orazio & Associates
Falls Church,
Virginia
| – | -$3K | -100 | Closed |
|
|
SPIA
58
Steward Partners Investment Advisory
New York
| – | -$2K | -75 | Closed |
|
FUTY Hedge Fund Activity: Q1 2018 in Review
44 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2018, worth a combined $43.4M — down 47% from $81.3M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FUTY and 11 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 14 added.
The largest buyer was BB&T Securities, opening a new position worth an estimated $15.4M. The largest seller was Envestnet Asset Management, cutting an estimated $21.7M.
- 44 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2018, down from 48 in Q4 2017.
- Funds reported $43.4M of Fidelity MSCI Utilities Index ETF stock for Q1 2018, down 47% quarter-over-quarter.
- 11 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2018 and 15 closed out, a net change of -4 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2018 was BB&T Securities, an estimated $15.4M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $21.7M sold.
Based on aggregated 13F filings for Q1 2018.