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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
RBCM
126
Raub Brock Capital Management
California
– -$228K -6,250 Closed
RCA
127
Reitz Capital Advisors
Michigan
– -$91K -2,500 Closed
LFG
128
LifePlan Financial Group
Ohio
– -$31K -843 Closed
FANJ
129
Financial Architects (New Jersey)
New Jersey
– -$22K -600 Closed
BWM
130
Baystate Wealth Management
Massachusetts
– -$5K -138 Closed
BFIM
131
Beese Fulmer Investment Management
Ohio
– -$4K -105 Closed
OPS
132
Orion Portfolio Solutions
Nebraska
– -$1K -16 Closed
NFSG
133
Newbridge Financial Services Group
Florida
– +$496 +13 New
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.