Fidelity MSCI Utilities Index ETF
FUTY
34 hedge funds and large institutions have $20.9M invested in Fidelity MSCI Utilities Index ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 13 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
15% less funds holding
Funds holding: 40 → 34 (-6)
20.45% less ownership
Funds ownership: 31.98% → 11.53% (-20%)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
73% less capital invested
Capital invested by funds: $76.2M → $20.9M (-$55.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.04M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$488K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$468K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$198K |
| 5 |
LPL Financial
San Diego,
California
|
+$79.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.8M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$9.91M |
| 3 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$6.83M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6.23M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$6.15M |
FUTY Hedge Fund Activity: Q4 2016 in Review
34 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2016, worth a combined $20.9M — down 73% from $76.2M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FUTY and 8 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 11 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.04M. The largest seller was Envestnet Asset Management, cutting an estimated $13.8M.
- 34 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2016, down from 40 in Q3 2016.
- Funds reported $20.9M of Fidelity MSCI Utilities Index ETF stock for Q4 2016, down 73% quarter-over-quarter.
- 8 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2016 and 13 closed out, a net change of -5 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2016 was Susquehanna International Group, an estimated $1.04M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2016.