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Fidelity MSCI Utilities Index ETF

119 hedge funds and large institutions have $201M invested in Fidelity MSCI Utilities Index ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-5
Holders Change %
-4.03%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
40
Reduced
48
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
76
Rehmann Capital Advisory Group
Michigan
$313K +$313K +8,574 New
RIA
77
Regal Investment Advisors
Michigan
$312K +$312K +8,552 New
SW
78
SVB Wealth
Massachusetts
$299K -$227K -6,221 -43%
JIP
79
Jaffetilchin Investment Partners
Florida
$296K -$584 -16 -0.2%
RG
80
Rikoon Group
New Mexico
$296K +$12.4K +340 +4%
SFS
81
Sowell Financial Services
Arkansas
$278K +$73 +2 +0%
SSWM
82
Smith Salley Wealth Management
North Carolina
$263K +$6.93K +190 +3%
BRWA
83
B. Riley Wealth Advisors
Florida
$256K +$256K +7,011 New
EIP
84
Ellis Investment Partners
Pennsylvania
$244K -$74.9K -2,015 -23%
RBCM
85
Raub Brock Capital Management
California
$228K -$255K -7,000 -53%
UBS Group
86
UBS Group
Switzerland
$226K -$234K -6,434 -51%
WA
87
WBH Advisory
Maryland
$218K +$218K +5,990 New
LA
88
Lynch & Associates
Indiana
$209K
CFD
89
Creative Financial Designs
Indiana
$165K +$101K +2,769 +158%
BAM
90
Belpointe Asset Management
Nevada
$146K +$6.84K +187 +5%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$141K -$161K -4,421 -53%
RA
92
Rational Advisors
New York
$114K -$141K -3,896 -55%
RCA
93
Reitz Capital Advisors
Michigan
$91K +$91K +2,500 New
IA
94
IFP Advisors
Florida
$80K -$10.7K -295 -12%
GEA
95
Glen Eagle Advisors
New Jersey
$72.5K
AWA
96
Arkadios Wealth Advisors
Georgia
$67.6K -$14K -371 -17%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$57.5K -$57.8K -1,585 -50%
CAAS
98
Capital Asset Advisory Services
Michigan
$44K +$44K +1,145 New
LFG
99
LifePlan Financial Group
Ohio
$31K
CFGS
100
Concourse Financial Group Securities
Alabama
$30K