Fidelity MSCI Utilities Index ETF
FUTY
21 hedge funds and large institutions have $46.4M invested in Fidelity MSCI Utilities Index ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
11% more funds holding
Funds holding: 19 → 21 (+2)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
45.15% less ownership
Funds ownership: 87.14% → 41.98% (-45%)
60% less capital invested
Capital invested by funds: $117M → $46.4M (-$70.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$30.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.72M |
| 3 |
Jane Street
New York
|
+$1.37M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.08M |
| 5 |
GA
Giralda Advisors
New York
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$41.4M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$31.6M |
| 3 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$23.3M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.59M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.61M |
FUTY Hedge Fund Activity: Q1 2015 in Review
21 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2015, worth a combined $46.4M — down 60% from $117M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FUTY positions and 5 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $30.3M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $41.4M.
- 21 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2015, up from 19 in Q4 2014.
- Funds reported $46.4M of Fidelity MSCI Utilities Index ETF stock for Q1 2015, down 60% quarter-over-quarter.
- 7 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2015 and 5 closed out, a net change of +2 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2015 was Goldman Sachs, an estimated $30.3M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q1 2015 was Ladenburg Thalmann Financial Services, an estimated $41.4M sold.
Based on aggregated 13F filings for Q1 2015.