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Fidelity MSCI Utilities Index ETF

40 hedge funds and large institutions have $76.2M invested in Fidelity MSCI Utilities Index ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

4.6% less ownership

Funds ownership: 36.58%31.98% (-4.6%)

5% less funds holding

Funds holding: 4240 (-2)

15% less capital invested

Capital invested by funds: $89.8M → $76.2M (-$13.6M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
15
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$267K +$276K +8,427 New
LNC
27
Lincoln National Corp
Pennsylvania
$236K -$29.8K -911 -11%
AG
28
Advisor Group
Arizona
$111K +$2.85K +87 +3%
Bank of America
29
Bank of America
North Carolina
$90K +$58.7K +1,795 +169%
JP Morgan Chase
30
JP Morgan Chase
New York
$71K +$6.54K +200 +10%
Wells Fargo
31
Wells Fargo
California
$64K -$59.6K -1,822 -47%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53K -$4.94K -151 -8%
WA
33
WFG Advisors
Texas
$39K +$916 +28 +2%
MFS
34
MSI Financial Services
Massachusetts
$36K +$4.51K +138 +14%
Citigroup
35
Citigroup
New York
$9K -$72.1K -2,202 -88%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$8K
KF
37
Krilogy Financial
Missouri
$8K +$1.7K +52 +26%
PWM
38
Perigon Wealth Management
California
$5K +$5.5K +168 New
DOA
39
D'Orazio & Associates
Virginia
$3K
VC
40
Vicus Capital
Pennsylvania
-$2.63M -77,720 Closed
GA
41
Giralda Advisors
New York
-$759K -22,420 Closed
SAM
42
Shamrock Asset Management
Texas
-$751K -22,187 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
-$748K -22,080 Closed
PFS
44
Prospera Financial Services
Texas
-$448K -13,230 Closed
FI
45
FormulaFolio Investments
Michigan
-$327K -9,669 Closed
AP
46
Advisors Preferred
Maryland
-$94K -2,772 Closed
Creative Planning
47
Creative Planning
Kansas
-$24K -700 Closed
AWM
48
AllSquare Wealth Management
New York
-$3.31K -101 Closed