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Fidelity MSCI Utilities Index ETF

120 hedge funds and large institutions have $239M invested in Fidelity MSCI Utilities Index ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
30
Increased
49
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
76
EPG Wealth Management
Georgia
$429K +$429K +10,146 New
SFG
77
Sowa Financial Group
Rhode Island
$414K +$414K +9,785 New
CAN
78
Cetera Advisor Networks
California
$409K -$36.7K -870 -8%
SCA
79
Snowden Capital Advisors
New York
$404K +$1.35K +32 +0.3%
BCA
80
Bay Colony Advisors
Massachusetts
$400K +$111K +2,515 +38%
CBFP
81
Cedar Brook Financial Partners
Ohio
$392K +$110K +2,600 +39%
TRCT
82
Tower Research Capital (TRC)
New York
$343K +$86.8K +2,050 +34%
SFS
83
Sowell Financial Services
Arkansas
$340K -$20.8K -491 -6%
RG
84
Rikoon Group
New Mexico
$327K +$108K +2,560 +49%
RA
85
Rational Advisors
New York
$322K +$15.7K +370 +5%
SSWM
86
Smith Salley Wealth Management
North Carolina
$290K -$104K -2,466 -26%
UCFA
87
United Capital Financial Advisors
Texas
$287K +$287K +6,789 New
JIP
88
Jaffetilchin Investment Partners
Florida
$277K +$13.3K +315 +5%
MIH
89
Meitav Investment House
Israel
$273K -$40.2K -950 -13%
AP
90
Advisors Preferred
Maryland
$235K -$74.3K -1,757 -24%
AW
91
ACG Wealth
Georgia
$222K -$66.3K -1,565 -23%
LA
92
Lynch & Associates
Indiana
$211K +$211K +4,987 New
BAM
93
Belpointe Asset Management
Nevada
$165K +$2.11K +50 +1%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$144K +$14.5K +342 +11%
MFT
95
Moisand Fitzgerald Tamayo
Florida
$140K +$140K +3,300 New
AIC
96
Ameritas Investment Company
Nebraska
$124K -$4.94K -117 -4%
GWM
97
Geneos Wealth Management
Colorado
$117K
AA
98
Advisory Alpha
Michigan
$92.8K +$20.3K +479 +28%
GEA
99
Glen Eagle Advisors
New Jersey
$79.2K +$28.8K +682 +57%
NFG
100
Next Financial Group
Texas
$73K -$788K -18,686 -92%