Fidelity MSCI Utilities Index ETF
FUTY
42 hedge funds and large institutions have $110M invested in Fidelity MSCI Utilities Index ETF in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 6 closing their positions.
673% more capital invested
Capital invested by funds: $14.3M → $110M (+$95.8M)
200% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 6
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
32.15% more ownership
Funds ownership: 11.11% → 43.25% (+32%)
27% more funds holding
Funds holding: 33 → 42 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.8M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$17.7M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$16.8M |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$7.17M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$2.21M |
| 2 |
SG Americas Securities
New York
|
-$993K |
| 3 |
Jane Street
New York
|
-$923K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$533K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$273K |
FUTY Hedge Fund Activity: Q1 2016 in Review
42 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2016, worth a combined $110M — up 673% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FUTY positions and 6 closed out — a net gain of 9 holders — while 18 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $28.8M. The largest seller was Virtu Financial, cutting an estimated $2.21M.
- 42 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2016, up from 33 in Q4 2015.
- Funds reported $110M of Fidelity MSCI Utilities Index ETF stock for Q1 2016, up 673% quarter-over-quarter.
- 15 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2016 and 6 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2016 was Envestnet Asset Management, an estimated $28.8M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q1 2016 was Virtu Financial, an estimated $2.21M sold.
Based on aggregated 13F filings for Q1 2016.