Fidelity MSCI Utilities Index ETF
FUTY
79 hedge funds and large institutions have $233M invested in Fidelity MSCI Utilities Index ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 7 closing their positions.
325% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 8
300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 7
132% more capital invested
Capital invested by funds: $101M → $233M (+$133M)
36% more funds holding
Funds holding: 58 → 79 (+21)
19.2% more ownership
Funds ownership: 27.76% → 46.96% (+19%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$48.7M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$36.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$7.14M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.75M |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCI
Stableford Capital II
Scottsdale,
Arizona
|
-$4.29M |
| 2 |
Jane Street
New York
|
-$3.49M |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$773K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$622K |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$231K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIA
76
Armor Investment Advisors
Raleigh,
North Carolina
| $2K | – | – | – |
|
77
JP Morgan Chase
New York
| $1K | -$1.07K | -30 | -50% |
|
|
SAM
78
Shamrock Asset Management
Dallas,
Texas
| – | -$773K | -22,199 | Closed |
|
|
SFA
79
Sequoia Financial Advisors
Akron,
Ohio
| – | -$231K | -6,632 | Closed |
|
|
RCAG
80
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$182K | -5,237 | Closed |
|
81
SG Americas Securities
New York
| – | -$121K | -3,464 | Closed |
|
|
KF
82
Krilogy Financial
St. Louis,
Missouri
| – | -$9K | -270 | Closed |
|
|
SWP
83
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$1K | -41 | Closed |
|
|
TPWA
84
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$313 | -9 | Closed |
|
FUTY Hedge Fund Activity: Q4 2018 in Review
79 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2018, worth a combined $233M — up 132% from $101M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FUTY positions and 7 closed out — a net gain of 21 holders — while 34 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $48.7M. The largest seller was Stableford Capital II, cutting an estimated $4.29M.
- 79 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2018, up from 58 in Q3 2018.
- Funds reported $233M of Fidelity MSCI Utilities Index ETF stock for Q4 2018, up 132% quarter-over-quarter.
- 28 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2018 and 7 closed out, a net change of +21 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $48.7M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q4 2018 was Stableford Capital II, an estimated $4.29M sold.
Based on aggregated 13F filings for Q4 2018.