We are live on ! Find out more
FUTY icon

Fidelity MSCI Utilities Index ETF

33 hedge funds and large institutions have $26.6M invested in Fidelity MSCI Utilities Index ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

38% more funds holding

Funds holding: 2433 (+9)

7.8% less ownership

Funds ownership: 31.62%23.82% (-7.8%)

18% less capital invested

Capital invested by funds: $32.4M → $26.6M (-$5.82M)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$12.7M -$10.5M -384,006 -46%
BRCM
2
Bright Rock Capital Management
Massachusetts
$3.87M
SG Americas Securities
3
SG Americas Securities
New York
$2.53M +$1.82M +66,218 +259%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.75M +$1.75M +63,644 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$932K -$272K -9,890 -23%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$868K +$804K +29,280 +1,324%
VKH
7
Virtu KCG Holdings
New York
$796K +$793K +28,862 New
SPC
8
Sigma Planning Corp
Michigan
$596K +$594K +21,627 New
VF
9
Virtu Financial
New York
$506K +$273K +9,926 +118%
Jane Street
10
Jane Street
New York
$413K -$636K -23,154 -61%
LPL Financial
11
LPL Financial
California
$331K -$13.1K -475 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$305K -$251K -9,134 -45%
CA
13
Cetera Advisors
Colorado
$202K +$202K +7,352 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$200K +$109K +3,977 +121%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$113K +$112K +4,085 New
UBS Group
16
UBS Group
Switzerland
$105K -$97.8K -3,558 -48%
ASN
17
Advisory Services Network
Georgia
$78K +$27 +1 +0%
Morgan Stanley
18
Morgan Stanley
New York
$62K -$27K -984 -31%
Bank of America
19
Bank of America
North Carolina
$61K +$110 +4 +0.2%
SAM
20
Shamrock Asset Management
Texas
$49K +$49K +1,783 New
AIG
21
American International Group
New York
$45K +$16.7K +608 +61%
RPG
22
Risk Paradigm Group
Texas
$37.6K +$37.4K +1,363 New
WA
23
WFG Advisors
Texas
$23K -$4.67K -170 -17%
TRCT
24
Tower Research Capital (TRC)
New York
$15K +$14.7K +534 New
ACM
25
Argentus Capital Management
Texas
$11K +$11.2K +407 New

FUTY Hedge Fund Activity: Q3 2015 in Review

33 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2015, worth a combined $26.6M — down 18% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FUTY positions and 4 closed out — a net gain of 9 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $1.82M. The largest seller was Goldman Sachs, cutting an estimated $10.5M.

  • 33 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2015, up from 24 in Q2 2015.
  • Funds reported $26.6M of Fidelity MSCI Utilities Index ETF stock for Q3 2015, down 18% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2015 and 4 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2015 was SG Americas Securities, an estimated $1.82M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2015 was Goldman Sachs, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2015.