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Fidelity MSCI Utilities Index ETF
FUTY

124 hedge funds and large institutions have $175M invested in Fidelity MSCI Utilities Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

3% more funds holding

Funds holding: 120 → 124 (+4)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

3.95% less ownership

Funds ownership: 26.14% → 22.19% (-4%)

27% less capital invested

Capital invested by funds: $239M → $175M (-$64.4M)

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
40
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
Traphagen Investment Advisors
New Jersey
+$11.2M
2
SSW
Smith Shellnut Wilson
Mississippi
+$5.27M
3
VC
Vicus Capital
Pennsylvania
+$4.14M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.01M
5
MA
Mutual Advisors
Nebraska
+$2.37M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$16.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.5M
3
IA
IFP Advisors
Florida
-$4.69M
4
KCM
Karp Capital Management
California
-$4.53M
5
MIS
Morningstar Investment Services
Illinois
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
76
FormulaFolio Investments
Michigan
$341K +$395K +9,505 New
TSS
77
Two Sigma Securities
New York
$336K +$389K +9,355 New
BCA
78
Bay Colony Advisors
Massachusetts
$319K -$8.32K -200 -2%
APW
79
Aurora Private Wealth
New Jersey
$319K +$369K +8,875 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$298K -$87.6K -2,106 -20%
JIP
81
Jaffetilchin Investment Partners
Florida
$292K +$65.2K +1,567 +24%
EIP
82
Ellis Investment Partners
Pennsylvania
$289K -$78.9K -1,897 -18%
RG
83
Rikoon Group
New Mexico
$280K +$2.12K +51 +0.7%
SFS
84
Sowell Financial Services
Arkansas
$273K -$18.1K -434 -5%
RA
85
Rational Advisors
New York
$253K -$24K -577 -8%
SSWM
86
Smith Salley Wealth Management
North Carolina
$252K +$7.32K +176 +3%
IAA
87
Independent Advisor Alliance
North Carolina
$243K +$282K +6,777 New
KWM
88
Kingsview Wealth Management
Oregon
$234K +$271K +6,505 New
AFP
89
Ausdal Financial Partners
Iowa
$217K +$241K +5,783 New
LA
90
Lynch & Associates
Indiana
$206K +$31.4K +755 +15%
SS
91
Simplicity Solutions
Minnesota
$205K +$238K +5,712 New
GWM
92
Geneos Wealth Management
Colorado
$145K +$51.7K +1,244 +44%
BAM
93
Belpointe Asset Management
Nevada
$137K -$4.16K -100 -3%
AIC
94
Ameritas Investment Company
Nebraska
$114K +$9.27K +223 +8%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$114K -$9.77K -235 -7%
EWM
96
EPG Wealth Management
Georgia
$107K -$298K -7,168 -71%
MHR
97
Matthew Hamilton Rosenberg
$97K +$112K +2,686 New
IA
98
IFP Advisors
Florida
$89K -$4.69M -112,865 -98%
AWA
99
Arkadios Wealth Advisors
Georgia
$77.8K +$74.8K +1,799 +490%
GEA
100
Glen Eagle Advisors
New Jersey
$71.4K +$4.82K +116 +6%
2 3
4
5 6

FUTY Hedge Fund Activity: Q1 2020 in Review

124 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2020, worth a combined $175M — down 27% from $239M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FUTY positions and 17 closed out — a net gain of 8 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Traphagen Investment Advisors, opening a new position worth an estimated $11.2M. The largest seller was Beaumont Financial Advisors, cutting an estimated $16.9M.

  • 124 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2020, up from 120 in Q4 2019.
  • Funds reported $175M of Fidelity MSCI Utilities Index ETF stock for Q1 2020, down 27% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2020 and 17 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2020 was Traphagen Investment Advisors, an estimated $11.2M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q1 2020 was Beaumont Financial Advisors, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2020.