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Fidelity MSCI Utilities Index ETF

46 hedge funds and large institutions have $42.4M invested in Fidelity MSCI Utilities Index ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4446 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 14.69%14.34% (-0.35%)

2% less capital invested

Capital invested by funds: $43.4M → $42.4M (-$978K)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
20
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$11.3M -$4.66M -140,756 -30%
SCI
2
Stableford Capital II
Arizona
$5.93M -$27.4K -827 -0.5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.53M +$933K +28,162 +21%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.99M
ASN
5
Advisory Services Network
Georgia
$1.9M +$1.52M +45,859 +522%
Lido Advisors
6
Lido Advisors
California
$1.74M +$653K +19,697 +63%
Morgan Stanley
7
Morgan Stanley
New York
$1.46M +$58.5K +1,766 +4%
FPGK
8
Financial Partners Group (Kansas)
Kansas
$1.4M -$1.42M -42,938 -51%
SPC
9
Sigma Planning Corp
Michigan
$1.22M -$4.01K -121 -0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$908K +$257K +7,752 +41%
ECM
11
Exchange Capital Management
Michigan
$899K +$14.5K +439 +2%
LPL Financial
12
LPL Financial
California
$846K +$14.7K +445 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$825K +$798K +24,077 New
SG Americas Securities
14
SG Americas Securities
New York
$799K +$773K +23,343 New
SAM
15
Shamrock Asset Management
Texas
$779K +$68K +2,052 +10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$681K -$48.5K -1,465 -7%
GRP
17
Global Retirement Partners
California
$654K -$167K -5,040 -21%
ST
18
Spinnaker Trust
Maine
$631K +$9.44K +285 +2%
IA
19
IFP Advisors
Florida
$577K +$272K +8,213 +95%
FA
20
FMA Advisory
Pennsylvania
$405K +$21.5K +648 +6%
AG
21
Advisor Group
Arizona
$358K +$21.8K +658 +7%
LNC
22
Lincoln National Corp
Pennsylvania
$348K -$21.4K -647 -6%
SCA
23
Snowden Capital Advisors
New York
$218K -$110K -3,325 -34%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$171K
Bank of America
25
Bank of America
North Carolina
$169K -$282K -8,502 -63%

FUTY Hedge Fund Activity: Q2 2018 in Review

46 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2018, worth a combined $42.4M — down 2.3% from $43.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FUTY positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Advisory Services Network, adding an estimated $1.52M. The largest seller was BB&T Securities, cutting an estimated $4.66M.

  • 46 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2018, up from 44 in Q1 2018.
  • Funds reported $42.4M of Fidelity MSCI Utilities Index ETF stock for Q2 2018, down 2.3% quarter-over-quarter.
  • 8 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2018 and 6 closed out, a net change of +2 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2018 was Advisory Services Network, an estimated $1.52M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q2 2018 was BB&T Securities, an estimated $4.66M sold.

Based on aggregated 13F filings for Q2 2018.