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Fidelity MSCI Utilities Index ETF

34 hedge funds and large institutions have $20.9M invested in Fidelity MSCI Utilities Index ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-6
Holders Change %
-15%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
26
Global Retirement Partners
California
$10K +$10K +328 New
Citigroup
27
Citigroup
New York
$9K
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$8K
KF
29
Krilogy Financial
Missouri
$8K +$63 +2 +0.8%
SFS
30
Sowell Financial Services
Arkansas
$6K +$6K +204 New
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +166 New
DOA
32
D'Orazio & Associates
Virginia
$3K
AIA
33
Armor Investment Advisors
North Carolina
$2K +$2K +50 New
BFA
34
Beaumont Financial Advisors
Massachusetts
-$9.91M -313,366 Closed
CPSAC
35
Chas P. Smith & Associates (CPS)
Florida
-$6.83M -215,881 Closed
TPWA
36
TRUE Private Wealth Advisors
Oregon
-$6.15M -198,418 Closed
CWM
37
Concert Wealth Management
California
-$2.13M -67,352 Closed
VF
38
Virtu Financial
New York
-$1.69M -53,418 Closed
SG Americas Securities
39
SG Americas Securities
New York
-$756K -23,894 Closed
AIA
40
Allegis Investment Advisors
Idaho
-$435K -13,750 Closed
RCAG
41
Rehmann Capital Advisory Group
Michigan
-$350K -11,054 Closed
ACM
42
Argentus Capital Management
Texas
-$311K -9,828 Closed
Mariner
43
Mariner
Kansas
-$267K -8,427 Closed
LNC
44
Lincoln National Corp
Pennsylvania
-$236K -7,456 Closed
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
-$71K -2,250 Closed
PWM
46
Perigon Wealth Management
California
-$5K -168 Closed