Fidelity MSCI Utilities Index ETF
FUTY
14 hedge funds and large institutions have $66.5M invested in Fidelity MSCI Utilities Index ETF in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
333% more capital invested
Capital invested by funds: $15.4M → $66.5M (+$51.2M)
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
133% more funds holding
Funds holding: 6 → 14 (+8)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
35.32% more ownership
Funds ownership: 45.52% → 80.84% (+35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$26.2M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$24M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.6M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.28M |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
+$544K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$12.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$337K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$43.2K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$40K |
FUTY Hedge Fund Activity: Q2 2014 in Review
14 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2014, worth a combined $66.5M — up 333% from $15.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FUTY positions and 3 closed out — a net gain of 8 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $26.2M. The largest seller was Citigroup, exiting entirely with an estimated $12.4M sold.
- 14 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2014, up from 6 in Q1 2014.
- Funds reported $66.5M of Fidelity MSCI Utilities Index ETF stock for Q2 2014, up 333% quarter-over-quarter.
- 11 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2014 and 3 closed out, a net change of +8 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2014 was Beaumont Financial Advisors, an estimated $26.2M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q2 2014 was Citigroup, an estimated $12.4M sold.
Based on aggregated 13F filings for Q2 2014.