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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
CFD
101
Creative Financial Designs
Indiana
$63K -$390K -9,372 -84%
JWA
102
JFS Wealth Advisors
Pennsylvania
$37K – – –
GI
103
Gradient Investments
Minnesota
$36K – – –
FANJ
104
Financial Architects (New Jersey)
New Jersey
$32K – – –
HR
105
Howe & Rusling
New York
$30K – – –
LFG
106
LifePlan Financial Group
Ohio
$30K – – –
CFGS
107
Concourse Financial Group Securities
Alabama
$29K – – –
BFEC
108
Benjamin F. Edwards & Company
Missouri
$27K -$4.66K -112 -13%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$4.28K +103 +20%
CAC
110
Certified Advisory Corp
Florida
$18K – – –
APA
111
American Portfolios Advisors
New York
$15.8K – – –
RFM
112
Royal Fund Management
Florida
$11K +$12.9K +311 New
SFPG
113
Stonebridge Financial Planning Group
Florida
$9K – – –
OPS
114
Orion Portfolio Solutions
Nebraska
$9K +$9.9K +238 New
JPLA
115
Joseph P. Lucia & Associates
New York
$9K +$10.5K +252 New
CAW
116
Cornerstone Advisors (Washington)
Washington
$9K +$10.7K +257 New
KFS
117
Kelly Financial Services
Massachusetts
$8.15K – – –
HWA
118
HHM Wealth Advisors
Tennessee
$6K +$7.2K +173 New
APWM
119
Atlas Private Wealth Management
New York
$4K – – –
AIA
120
Armor Investment Advisors
North Carolina
$3K – – –
DWM
121
Darwin Wealth Management
Florida
$3K +$3.49K +84 New
EW
122
Element Wealth
Mississippi
$1K – – –
FGAM
123
Financial Gravity Asset Management
Texas
$16 – – –
KCM
124
Karp Capital Management
California
– -$4.53M -107,001 Closed
NCM
125
Niemann Capital Management
Nevada
– -$2.11M -49,806 Closed
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.