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Fidelity MSCI Utilities Index ETF

122 hedge funds and large institutions have $250M invested in Fidelity MSCI Utilities Index ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
47
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
76
Rehmann Capital Advisory Group
Michigan
$325K +$38 +1 +0%
SFS
77
Sowell Financial Services
Arkansas
$308K +$19.1K +502 +7%
IWS
78
Insight Wealth Strategies
California
$307K -$713K -18,792 -70%
SSWM
79
Smith Salley Wealth Management
North Carolina
$288K +$14.1K +372 +5%
KPWS
80
Kestra Private Wealth Services
Texas
$275K +$275K +7,354 New
RG
81
Rikoon Group
New Mexico
$270K -$37.9K -1,000 -12%
VA
82
Valmark Advisers
Ohio
$247K +$247K +6,498 New
EIP
83
Ellis Investment Partners
Pennsylvania
$243K -$6.03K -159 -2%
LA
84
Lynch & Associates
Indiana
$230K +$12.1K +320 +6%
WA
85
WBH Advisory
Maryland
$227K
SW
86
SVB Wealth
Massachusetts
$221K -$90.6K -2,386 -29%
RA
87
Rational Advisors
New York
$198K +$78.9K +2,081 +66%
CFD
88
Creative Financial Designs
Indiana
$163K -$8.38K -221 -5%
UBS Group
89
UBS Group
Switzerland
$159K -$76.7K -2,020 -33%
BAM
90
Belpointe Asset Management
Nevada
$142K -$9.48K -250 -6%
IA
91
IFP Advisors
Florida
$139K +$54.3K +1,416 +64%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$88.1K +$28.3K +746 +47%
Citigroup
93
Citigroup
New York
$83K +$83K +2,200 New
AWA
94
Arkadios Wealth Advisors
Georgia
$76.8K +$3.43K +84 +5%
GEA
95
Glen Eagle Advisors
New Jersey
$75.4K
CAAS
96
Capital Asset Advisory Services
Michigan
$43K
PFS
97
Prospera Financial Services
Texas
$42K +$42K +1,099 New
CFGS
98
Concourse Financial Group Securities
Alabama
$31K
Franklin Resources
99
Franklin Resources
California
$21K
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$557 -15 -3%