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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 %
FANJ
101
Financial Architects (New Jersey)
New Jersey
$22K -$11K -300 -33%
Franklin Resources
102
Franklin Resources
California
$22K +$22K +562 New
CAC
103
Certified Advisory Corp
Florida
$18K
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$5.03K -140 -23%
APA
105
American Portfolios Advisors
New York
$16K
GWM
106
Geneos Wealth Management
Colorado
$10K -$125K -3,747 -93%
MHR
107
Matthew Hamilton Rosenberg
$10K -$84.9K -2,403 -89%
SFPG
108
Stonebridge Financial Planning Group
Florida
$9K
KFS
109
Kelly Financial Services
Massachusetts
$8.28K
BFEC
110
Benjamin F. Edwards & Company
Missouri
$8K -$20.7K -532 -72%
HWA
111
HHM Wealth Advisors
Tennessee
$6K
BWM
112
Baystate Wealth Management
Massachusetts
$5K +$5K +138 New
APWM
113
Atlas Private Wealth Management
New York
$4K
BFIM
114
Beese Fulmer Investment Management
Ohio
$4K +$4K +105 New
AIA
115
Armor Investment Advisors
North Carolina
$3K -$652 -15 -18%
DI
116
Disciplined Investments
Oklahoma
$2K +$2K +52 New
OPS
117
Orion Portfolio Solutions
Nebraska
$1K -$13.9K -222 -93%
EW
118
Element Wealth
Mississippi
$1K +$50 +1 +5%
VC
119
Vicus Capital
Pennsylvania
-$3.57M -99,483 Closed
QAM
120
Q3 Asset Management
Michigan
-$766K -21,335 Closed
SF
121
Synovus Financial
Georgia
-$672K -18,715 Closed
MWC
122
MKD Wealth Coaches
Michigan
-$640K -17,816 Closed
JPMPWA
123
J.P. Morgan Private Wealth Advisors
California
-$594K -16,525 Closed
Jane Street
124
Jane Street
New York
-$478K -13,300 Closed
NR
125
Newfound Research
Massachusetts
-$462K -12,854 Closed