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Fidelity MSCI Utilities Index ETF
FUTY

122 hedge funds and large institutions have $250M invested in Fidelity MSCI Utilities Index ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

24% more capital invested

Capital invested by funds: $201M → $250M (+$49.2M)

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

5.34% more ownership

Funds ownership: 24.36% → 29.71% (+5.3%)

3% more funds holding

Funds holding: 119 → 122 (+3)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
47
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$37.6M
2
FI
FormulaFolio Investments
Michigan
+$10.6M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.69M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.46M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$8.83M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.45M
3
SSW
Smith Shellnut Wilson
Mississippi
-$2.62M
4
SMG
Spectrum Management Group
Indiana
-$1.58M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
101
American Portfolios Advisors
New York
$16.7K – – –
GWM
102
Geneos Wealth Management
Colorado
$11K – – –
MHR
103
Matthew Hamilton Rosenberg
$11K – – –
SFPG
104
Stonebridge Financial Planning Group
Florida
$9K – – –
KFS
105
Kelly Financial Services
Massachusetts
$8.61K – – –
BFEC
106
Benjamin F. Edwards & Company
Missouri
$8K – – –
BFC
107
Bedel Financial Consulting
Indiana
$8K +$7.63K +200 New
HWA
108
HHM Wealth Advisors
Tennessee
$7K – – –
SSW
109
Smith Shellnut Wilson
Mississippi
$6.48K -$2.62M -68,669 -29%
SMG
110
Spectrum Management Group
Indiana
$6K -$1.58M -41,320 -100%
GI
111
Gradient Investments
Minnesota
$5K +$4.73K +124 New
APWM
112
Atlas Private Wealth Management
New York
$4K – – –
AIA
113
Armor Investment Advisors
North Carolina
$3K – – –
AF
114
Advisornet Financial
Minnesota
$3K +$2.59K +68 New
JP Morgan Chase
115
JP Morgan Chase
New York
$3K +$3.51K +92 New
DI
116
Disciplined Investments
Oklahoma
$2K – – –
EW
117
Element Wealth
Mississippi
$1K – – –
ADL
118
Asset Dedication LLC
California
$1K +$725 +19 New
PCS
119
Personal CFO Solutions
New Jersey
$1K +$1.13M +29,527 New
NAM
120
NorthCoast Asset Management
Connecticut
– -$630K -17,262 Closed
HAS
121
HBW Advisory Services
California
– -$518K -14,198 Closed
RJA
122
Raymond James & Associates
Florida
– -$415K -11,380 Closed
LI
123
LVZ Inc
Michigan
– -$370K -10,150 Closed
BCA
124
Bay Colony Advisors
Massachusetts
– -$331K -9,084 Closed
RIA
125
Regal Investment Advisors
Michigan
– -$312K -8,552 Closed
2 3 4
5
6

FUTY Hedge Fund Activity: Q3 2020 in Review

122 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2020, worth a combined $250M — up 24% from $201M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FUTY positions and 13 closed out — a net gain of 4 holders — while 47 added to existing stakes and 39 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $37.6M. The largest seller was Beaumont Financial Advisors, cutting an estimated $8.83M.

  • 122 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2020, up from 119 in Q2 2020.
  • Funds reported $250M of Fidelity MSCI Utilities Index ETF stock for Q3 2020, up 24% quarter-over-quarter.
  • 17 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2020 and 13 closed out, a net change of +4 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2020 was Charles Schwab, an estimated $37.6M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2020 was Beaumont Financial Advisors, an estimated $8.83M sold.

Based on aggregated 13F filings for Q3 2020.