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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
SCI
126
Stableford Capital II
Arizona
– -$1.8M -42,489 Closed
CL
127
Cabana LLC
Arkansas
– -$1.76M -41,593 Closed
FIA
128
Foundations Investment Advisors
Arizona
– -$1.15M -27,581 Closed
AI
129
Atria Investments
North Carolina
– -$919K -21,731 Closed
JWCA
130
J.W. Cole Advisors
Florida
– -$584K -13,799 Closed
HPC
131
Hobart Private Capital
North Carolina
– -$473K -11,181 Closed
PFS
132
Prospera Financial Services
Texas
– -$436K -10,315 Closed
UCFA
133
United Capital Financial Advisors
Texas
– -$287K -6,789 Closed
MIH
134
Meitav Investment House
Israel
– -$273K -6,450 Closed
AP
135
Advisors Preferred
Maryland
– -$235K -5,556 Closed
AW
136
ACG Wealth
Georgia
– -$222K -5,238 Closed
MFT
137
Moisand Fitzgerald Tamayo
Florida
– -$140K -3,300 Closed
AA
138
Advisory Alpha
Michigan
– -$92.8K -2,193 Closed
SSWG
139
Seven Springs Wealth Group
Tennessee
– -$65K -1,526 Closed
TCWM
140
Total Clarity Wealth Management
Illinois
– -$2K -50 Closed
AIL
141
AGF Investments LLC
Ontario, Canada
– -$166 -4 -57%
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.