Fidelity MSCI Utilities Index ETF
FUTY
48 hedge funds and large institutions have $108M invested in Fidelity MSCI Utilities Index ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 8
70% more capital invested
Capital invested by funds: $63.7M → $108M (+$44.3M)
14% more funds holding
Funds holding: 42 → 48 (+6)
8.61% more ownership
Funds ownership: 26.95% → 35.55% (+8.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$26.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.68M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.7M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.65M |
| 5 |
Goldman Sachs
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$356K |
| 2 |
Jane Street
New York
|
-$327K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$279K |
| 4 |
SG Americas Securities
New York
|
-$206K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$181K |
FUTY Hedge Fund Activity: Q2 2017 in Review
48 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2017, worth a combined $108M — up 70% from $63.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FUTY positions and 3 closed out — a net gain of 7 holders — while 24 added to existing stakes and 8 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $26.4M. The largest seller was Shamrock Asset Management, exiting entirely with an estimated $356K sold.
- 48 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2017, up from 42 in Q1 2017.
- Funds reported $108M of Fidelity MSCI Utilities Index ETF stock for Q2 2017, up 70% quarter-over-quarter.
- 10 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2017 and 3 closed out, a net change of +7 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2017 was FormulaFolio Investments, an estimated $26.4M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q2 2017 was Shamrock Asset Management, an estimated $356K sold.
Based on aggregated 13F filings for Q2 2017.