Fidelity MSCI Utilities Index ETF
FUTY
96 hedge funds and large institutions have $220M invested in Fidelity MSCI Utilities Index ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 11 closing their positions.
188% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 16
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
10% more funds holding
Funds holding: 87 → 96 (+9)
5% more capital invested
Capital invested by funds: $210M → $220M (+$9.9M)
2.6% less ownership
Funds ownership: 32.99% → 30.39% (-2.6%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Karp Capital Management
Sausalito,
California
|
+$2.5M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$1.59M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$1.57M |
| 4 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$1.17M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$10.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.2M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$2.49M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.42M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$1.12M |
FUTY Hedge Fund Activity: Q2 2019 in Review
96 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2019, worth a combined $220M — up 4.7% from $210M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FUTY positions and 11 closed out — a net gain of 12 holders — while 46 added to existing stakes and 16 trimmed.
The largest buyer was Karp Capital Management, adding an estimated $2.5M. The largest seller was Mutual Advisors, cutting an estimated $10.8M.
- 96 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2019, up from 87 in Q1 2019.
- Funds reported $220M of Fidelity MSCI Utilities Index ETF stock for Q2 2019, up 4.7% quarter-over-quarter.
- 23 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2019 and 11 closed out, a net change of +12 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2019 was Karp Capital Management, an estimated $2.5M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q2 2019 was Mutual Advisors, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2019.