Fidelity MSCI Utilities Index ETF
FUTY
106 hedge funds and large institutions have $252M invested in Fidelity MSCI Utilities Index ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
96% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 26
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more capital invested
Capital invested by funds: $220M → $252M (+$31.7M)
10% more funds holding
Funds holding: 96 → 106 (+10)
2.21% less ownership
Funds ownership: 30.39% → 28.19% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.17M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.61M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.05M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.94M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$14.6M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.43M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.41M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.6M |
| 5 |
Jane Street
New York
|
-$1.36M |
FUTY Hedge Fund Activity: Q3 2019 in Review
106 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2019, worth a combined $252M — up 14% from $220M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FUTY positions and 10 closed out — a net gain of 10 holders — while 51 added to existing stakes and 26 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.17M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $14.6M sold.
- 106 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2019, up from 96 in Q2 2019.
- Funds reported $252M of Fidelity MSCI Utilities Index ETF stock for Q3 2019, up 14% quarter-over-quarter.
- 20 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2019 and 10 closed out, a net change of +10 holders.
- The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $5.17M added.
- The largest Fidelity MSCI Utilities Index ETF seller in Q3 2019 was FormulaFolio Investments, an estimated $14.6M sold.
Based on aggregated 13F filings for Q3 2019.