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Fidelity MSCI Utilities Index ETF
FUTY

106 hedge funds and large institutions have $252M invested in Fidelity MSCI Utilities Index ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more capital invested

Capital invested by funds: $220M → $252M (+$31.7M)

10% more funds holding

Funds holding: 96 → 106 (+10)

2.21% less ownership

Funds ownership: 30.39% → 28.19% (-2.2%)

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
2.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
20
Increased
51
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.17M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.61M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.05M
4
BCM
Brookstone Capital Management
Illinois
+$2.94M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$14.6M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$2.43M
3
SPC
Sigma Planning Corp
Michigan
-$2.41M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.6M
5
Jane Street
Jane Street
New York
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
76
Global Retirement Partners
California
$289K -$35.8K -884 -12%
CBFP
77
Cedar Brook Financial Partners
Ohio
$284K +$271K +6,675 New
BCA
78
Bay Colony Advisors
Massachusetts
$279K +$266K +6,564 New
SWM
79
Selective Wealth Management
Virginia
$271K +$259K +6,379 New
JIP
80
Jaffetilchin Investment Partners
Florida
$265K +$1.62K +40 +0.6%
TRCT
81
Tower Research Capital (TRC)
New York
$257K +$88.2K +2,175 +56%
CS
82
Credit Suisse
Switzerland
$245K +$25K +617 +12%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$228K – – –
RG
84
Rikoon Group
New Mexico
$220K +$210K +5,175 New
BAM
85
Belpointe Asset Management
Nevada
$164K – – –
ACA
86
Atlas Capital Advisors
Wyoming
$153K +$146K +3,598 New
AIC
87
Ameritas Investment Company
Nebraska
$130K +$124K +3,056 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$130K +$50.4K +1,244 +69%
GWM
89
Geneos Wealth Management
Colorado
$118K – – –
AA
90
Advisory Alpha
Michigan
$72.1K +$69.5K +1,714 New
FAAS
91
First Allied Advisory Services
California
$64K +$61.9K +1,526 New
GEA
92
Glen Eagle Advisors
New Jersey
$50.6K – – –
JWA
93
JFS Wealth Advisors
Pennsylvania
$43K +$41.3K +1,018 New
HR
94
Howe & Rusling
New York
$36K – – –
CFGS
95
Concourse Financial Group Securities
Alabama
$35K +$2.51K +62 +8%
KWA
96
KCS Wealth Advisory
California
$32.1K +$30.6K +755 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$32K – – –
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$1.3K -32 -6%
CAC
99
Certified Advisory Corp
Florida
$20K -$10.3K -253 -35%
APA
100
American Portfolios Advisors
New York
$18.7K +$12.2K +300 +214%
1 2 3
4
5

FUTY Hedge Fund Activity: Q3 2019 in Review

106 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2019, worth a combined $252M — up 14% from $220M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FUTY positions and 10 closed out — a net gain of 10 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.17M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $14.6M sold.

  • 106 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2019, up from 96 in Q2 2019.
  • Funds reported $252M of Fidelity MSCI Utilities Index ETF stock for Q3 2019, up 14% quarter-over-quarter.
  • 20 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2019 and 10 closed out, a net change of +10 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $5.17M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2019 was FormulaFolio Investments, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2019.