Fidelity MSCI Utilities Index ETF
FUTY
42 hedge funds and large institutions have $63.7M invested in Fidelity MSCI Utilities Index ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
204% more capital invested
Capital invested by funds: $20.9M → $63.7M (+$42.8M)
24% more funds holding
Funds holding: 34 → 42 (+8)
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
15.42% more ownership
Funds ownership: 11.53% → 26.95% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.5M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$16.2M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.67M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$3.19M |
| 5 |
SCI
Stableford Capital II
Scottsdale,
Arizona
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.33M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.45M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$860K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$849K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$651K |
FUTY Hedge Fund Activity: Q1 2017 in Review
42 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2017, worth a combined $63.7M — up 204% from $20.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FUTY positions and 4 closed out — a net gain of 9 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $19.5M. The largest seller was IFP Advisors, cutting an estimated $2.33M.
- 42 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2017, up from 34 in Q4 2016.
- Funds reported $63.7M of Fidelity MSCI Utilities Index ETF stock for Q1 2017, up 204% quarter-over-quarter.
- 13 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2017 and 4 closed out, a net change of +9 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2017 was Envestnet Asset Management, an estimated $19.5M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q1 2017 was IFP Advisors, an estimated $2.33M sold.
Based on aggregated 13F filings for Q1 2017.