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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 %
APA
101
American Portfolios Advisors
New York
$16.7K
GWM
102
Geneos Wealth Management
Colorado
$11K
MHR
103
Matthew Hamilton Rosenberg
$11K
SFPG
104
Stonebridge Financial Planning Group
Florida
$9K
KFS
105
Kelly Financial Services
Massachusetts
$8.61K
BFEC
106
Benjamin F. Edwards & Company
Missouri
$8K
BFC
107
Bedel Financial Consulting
Indiana
$8K +$8K +200 New
HWA
108
HHM Wealth Advisors
Tennessee
$7K
SSW
109
Smith Shellnut Wilson
Mississippi
$6.48K -$2.61K -68,669 -29%
SMG
110
Spectrum Management Group
Indiana
$6K -$1.6M -41,320 -100%
GI
111
Gradient Investments
Minnesota
$5K +$5K +124 New
APWM
112
Atlas Private Wealth Management
New York
$4K
AIA
113
Armor Investment Advisors
North Carolina
$3K
AF
114
Advisornet Financial
Minnesota
$3K +$3K +68 New
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$3K +$3K +92 New
DI
116
Disciplined Investments
Oklahoma
$2K
EW
117
Element Wealth
Mississippi
$1K
ADL
118
Asset Dedication LLC
California
$1K +$1K +19 New
PCS
119
Personal CFO Solutions
New Jersey
$1K +$1K +29,527 New
NAM
120
NorthCoast Asset Management
Connecticut
-$630K -17,262 Closed
HAS
121
HBW Advisory Services
California
-$518K -14,198 Closed
RJA
122
Raymond James & Associates
Florida
-$415K -11,380 Closed
LI
123
LVZ Inc
Michigan
-$370K -10,150 Closed
BCA
124
Bay Colony Advisors
Massachusetts
-$331K -9,084 Closed
RIA
125
Regal Investment Advisors
Michigan
-$312K -8,552 Closed