Fidelity MSCI Utilities Index ETF
FUTY
12 hedge funds and large institutions have $24.1M invested in Fidelity MSCI Utilities Index ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 8 closing their positions.
14% less funds holding
Funds holding: 14 → 12 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
67% less capital inflows, than outflows
Capital inflows: $20.1M | Capital outflows: $61M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$11.9M |
| 2 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
+$2.66M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.01M |
| 4 |
Goldman Sachs
New York
|
+$1.89M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$800K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$27.3M |
| 2 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$23.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.93M |
| 4 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$567K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$484K |
FUTY Hedge Fund Activity: Q3 2014 in Review
12 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2014, worth a combined $24.1M — down 64% from $66.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FUTY and 6 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Jane Street, adding an estimated $11.9M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $27.3M sold.
- 12 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2014, down from 14 in Q2 2014.
- Funds reported $24.1M of Fidelity MSCI Utilities Index ETF stock for Q3 2014, down 64% quarter-over-quarter.
- 6 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2014 and 8 closed out, a net change of -2 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2014 was Jane Street, an estimated $11.9M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q3 2014 was Beaumont Financial Advisors, an estimated $27.3M sold.
Based on aggregated 13F filings for Q3 2014.