We are live on ! Find out more
FUTY icon

Fidelity MSCI Utilities Index ETF

48 hedge funds and large institutions have $81.3M invested in Fidelity MSCI Utilities Index ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

12% more funds holding

Funds holding: 4348 (+5)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $85.1M → $81.3M (-$3.77M)

2.25% less ownership

Funds ownership: 28.15%25.9% (-2.3%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
15
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.1M -$1.1M -30,895 -4%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.7M -$70.9K -1,984 -0.3%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$7.13M -$2.41M -67,445 -25%
BRCM
4
Bright Rock Capital Management
Massachusetts
$5.32M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.6M +$2.32M +64,864 +95%
SCI
6
Stableford Capital II
Arizona
$2.84M +$460K +12,878 +19%
NR
7
Newfound Research
Massachusetts
$2.48M +$274K +7,675 +12%
FPGK
8
Financial Partners Group (Kansas)
Kansas
$1.78M +$1.84M +51,555 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.54M +$1.14M +32,033 +256%
SPC
10
Sigma Planning Corp
Michigan
$1.43M -$372K -10,402 -20%
GRP
11
Global Retirement Partners
California
$1.09M +$298K +8,334 +36%
Lido Advisors
12
Lido Advisors
California
$939K +$181K +5,076 +23%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$886K -$1.31M -36,570 -59%
LPL Financial
14
LPL Financial
California
$875K +$83.6K +2,340 +10%
Citadel Advisors
15
Citadel Advisors
Florida
$707K +$732K +20,481 New
Morgan Stanley
16
Morgan Stanley
New York
$672K -$55K -1,541 -7%
LNC
17
Lincoln National Corp
Pennsylvania
$615K +$327K +9,166 +106%
ECM
18
Exchange Capital Management
Michigan
$565K +$234K +6,542 +67%
FA
19
FMA Advisory
Pennsylvania
$381K +$47.8K +1,337 +14%
VF
20
Virtu Financial
New York
$370K +$383K +10,736 New
WPP
21
Whalerock Point Partners
Rhode Island
$355K +$4.29K +120 +1%
ASN
22
Advisory Services Network
Georgia
$333K -$284K -7,948 -45%
FA
23
FDx Advisors
Illinois
$301K -$97.5K -2,730 -24%
IA
24
IFP Advisors
Florida
$298K -$63.4K -1,775 -17%
Bank of America
25
Bank of America
North Carolina
$297K +$37.2K +1,042 +14%

FUTY Hedge Fund Activity: Q4 2017 in Review

48 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2017, worth a combined $81.3M — down 4.4% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FUTY positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.32M. The largest seller was Royal Bank of Canada, cutting an estimated $3.84M.

  • 48 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2017, up from 43 in Q3 2017.
  • Funds reported $81.3M of Fidelity MSCI Utilities Index ETF stock for Q4 2017, down 4.4% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2017 and 7 closed out, a net change of +6 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $2.32M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q4 2017 was Royal Bank of Canada, an estimated $3.84M sold.

Based on aggregated 13F filings for Q4 2017.