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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 %
SSWG
101
Seven Springs Wealth Group
Tennessee
$65K +$65K +1,526 New
JWA
102
JFS Wealth Advisors
Pennsylvania
$43K
GI
103
Gradient Investments
Minnesota
$42K +$42K +1,000 New
FANJ
104
Financial Architects (New Jersey)
New Jersey
$38K +$25.3K +600 +200%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$36K +$3.85K +91 +12%
LFG
106
LifePlan Financial Group
Ohio
$36K +$36K +843 New
HR
107
Howe & Rusling
New York
$35K
CFGS
108
Concourse Financial Group Securities
Alabama
$34K
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$863 -20 -4%
CAC
110
Certified Advisory Corp
Florida
$21K +$1.06K +25 +5%
APA
111
American Portfolios Advisors
New York
$18.6K
FGAM
112
Financial Gravity Asset Management
Texas
$18K +$18K +432 New
AWA
113
Arkadios Wealth Advisors
Georgia
$16.7K +$16.7K +367 New
SFPG
114
Stonebridge Financial Planning Group
Florida
$10K +$10K +230 New
KFS
115
Kelly Financial Services
Massachusetts
$9.6K
AIA
116
Armor Investment Advisors
North Carolina
$4K +$524 +11 +15%
APWM
117
Atlas Private Wealth Management
New York
$4K +$4K +104 New
TCWM
118
Total Clarity Wealth Management
Illinois
$2K +$2K +50 New
EW
119
Element Wealth
Mississippi
$1K +$1K +19 New
RWP
120
RWA Wealth Partners
Massachusetts
-$7.38M -173,780 Closed
VC
121
Vicus Capital
Pennsylvania
-$4.25M -100,037 Closed
OMC
122
Old Mission Capital
Illinois
-$2.35M -55,374 Closed
ST
123
Spinnaker Trust
Maine
-$1.52M -35,719 Closed
CIBC World Market
124
CIBC World Market
Ontario, Canada
-$555K -13,054 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
-$440K -10,367 Closed