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Fidelity MSCI Utilities Index ETF

58 hedge funds and large institutions have $101M invested in Fidelity MSCI Utilities Index ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

137% more capital invested

Capital invested by funds: $42.4M → $101M (+$58.1M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

26% more funds holding

Funds holding: 4658 (+12)

13.43% more ownership

Funds ownership: 14.34%27.76% (+13%)

Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
21
Reduced
13
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
$25.9M +$25.9M +738,618 +18,081%
BFA
2
Beaumont Financial Advisors
Massachusetts
$24.8M +$24.9M +711,310 New
SCI
3
Stableford Capital II
Arizona
$6.06M +$25.9K +739 +0.4%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$5.93M +$3.86M +110,224 +183%
HighTower Advisors
5
HighTower Advisors
Illinois
$4.11M +$4.14M +118,242 New
Jane Street
6
Jane Street
New York
$3.63M +$3.65M +104,207 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.62M -$2.01M -57,489 -36%
Lido Advisors
8
Lido Advisors
California
$2.68M +$915K +26,126 +51%
NR
9
Newfound Research
Massachusetts
$2.11M +$2.12M +60,521 New
ASN
10
Advisory Services Network
Georgia
$1.93M +$26.7K +761 +1%
IA
11
IFP Advisors
Florida
$1.88M +$1.3M +37,031 +220%
Morgan Stanley
12
Morgan Stanley
New York
$1.76M +$284K +8,105 +19%
VAM
13
Visionary Asset Management
Texas
$1.71M +$1.72M +49,043 New
Citadel Advisors
14
Citadel Advisors
Florida
$1.68M +$1.69M +48,110 New
SPC
15
Sigma Planning Corp
Michigan
$1.39M +$151K +4,311 +12%
ST
16
Spinnaker Trust
Maine
$1.25M +$615K +17,552 +95%
LPL Financial
17
LPL Financial
California
$1.19M +$335K +9,560 +39%
TRCT
18
Tower Research Capital (TRC)
New York
$996K +$1M +28,605 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$966K +$276K +7,888 +40%
ECM
20
Exchange Capital Management
Michigan
$841K -$73.6K -2,101 -8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$783K -$142K -4,056 -15%
SAM
22
Shamrock Asset Management
Texas
$773K -$19.1K -546 -2%
VF
23
Virtu Financial
New York
$668K +$672K +19,183 New
GRP
24
Global Retirement Partners
California
$649K -$16.4K -469 -2%
FA
25
FMA Advisory
Pennsylvania
$415K +$3.5K +100 +0.8%

FUTY Hedge Fund Activity: Q3 2018 in Review

58 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2018, worth a combined $101M — up 137% from $42.4M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FUTY positions and 7 closed out — a net gain of 12 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.9M. The largest seller was BB&T Securities, exiting entirely with an estimated $11.3M sold.

  • 58 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2018, up from 46 in Q2 2018.
  • Funds reported $101M of Fidelity MSCI Utilities Index ETF stock for Q3 2018, up 137% quarter-over-quarter.
  • 19 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2018 and 7 closed out, a net change of +12 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $25.9M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2018 was BB&T Securities, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2018.