Fidelity Investments
UTRN

Fidelity Investments’s Vesper US Large Cap Short-Term Reversal Strategy ETF UTRN Stock Holding History

Fidelity Investments’s Portfolio UTRN Stock Details UTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$24 – 5779
2023
Q4 		$24 Buy
+1
New +$23 ﹤0.01% 5176
2020
Q3 		– Sell
-1
Closed – – 4056
2020
Q2 		$0 Buy
+1
New +$26 ﹤0.01% 4252

Other funds holding UTRN

MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments's UTRN Position: Q1 2024 in Review

Fidelity Investments sold out of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) in Q1 2024, closing a stake of 1 share — an estimated $24 sold.

Fidelity Investments first reported a position in UTRN in Q2 2020 and held it in 2 quarters. The position peaked at $24 in Q4 2023. 8 funds tracked by Wall St. Rank hold UTRN as of Q1 2024.

  • Fidelity Investments reported no remaining Vesper US Large Cap Short-Term Reversal Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Vesper US Large Cap Short-Term Reversal Strategy ETF share in Q1 2024, an estimated $24.
  • Fidelity Investments first reported a position in Vesper US Large Cap Short-Term Reversal Strategy ETF in Q2 2020 and held it in 2 quarters.
  • Fidelity Investments's Vesper US Large Cap Short-Term Reversal Strategy ETF position peaked at $24 in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Vesper US Large Cap Short-Term Reversal Strategy ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.