Fidelity MSCI Utilities Index ETF
FUTY
6 hedge funds and large institutions have $15.4M invested in Fidelity MSCI Utilities Index ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding
Funds holding: 3 → 6 (+3)
1% more capital invested
Capital invested by funds: $15.2M → $15.4M (+$137K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
22.47% less ownership
Funds ownership: 67.99% → 45.52% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.15M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.01M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$321K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$37.7K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$12.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$3.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citigroup
New York
| $12.4M | -$3.63M | -141,266 | -24% |
|
|
2
Morgan Stanley
New York
| $1.2M | +$1.15M | +44,600 | New |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.06M | +$1.01M | +39,294 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $337K | +$321K | +12,488 | New |
|
|
U
5
UBS
Zurich,
Switzerland
| $334K | +$12.3K | +480 | +4% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $40K | +$37.7K | +1,465 | New |
|
FUTY Hedge Fund Activity: Q1 2014 in Review
6 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2014, worth a combined $15.4M — up 0.9% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FUTY positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $1.15M. The largest seller was Citigroup, cutting an estimated $3.63M.
- 6 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2014, up from 3 in Q4 2013.
- Funds reported $15.4M of Fidelity MSCI Utilities Index ETF stock for Q1 2014, up 0.9% quarter-over-quarter.
- 4 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2014 and 1 closed out, a net change of +3 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2014 was Morgan Stanley, an estimated $1.15M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q1 2014 was Citigroup, an estimated $3.63M sold.
Based on aggregated 13F filings for Q1 2014.