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Fidelity MSCI Utilities Index ETF

195 hedge funds and large institutions have $617M invested in Fidelity MSCI Utilities Index ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 47 reducing their positions, and 17 closing their positions.

Holders
195
Holders Change
+22
Holders Change %
+12.72%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
40
Increased
78
Reduced
47
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
101
FLC Capital Advisors
California
$421K +$10.4K +200 +3%
AWM
102
Accel Wealth Management
Iowa
$403K +$7.26K +140 +2%
CFD
103
Creative Financial Designs
Indiana
$401K -$6.63K -128 -2%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$399K +$104 +2 +0%
VWM
105
VCI Wealth Management
Missouri
$397K -$567K -10,946 -59%
LA
106
Lifeworks Advisors
Michigan
$383K +$44.7K +863 +13%
EAM
107
Everstar Asset Management
North Carolina
$378K +$378K +7,300 New
EIP
108
Ellis Investment Partners
Pennsylvania
$374K +$11.5K +222 +3%
WA
109
WBH Advisory
Maryland
$354K -$2.38K -46 -0.7%
William Blair & Company
110
William Blair & Company
Illinois
$337K +$3.68K +71 +1%
AWM
111
Axxcess Wealth Management
California
$336K +$36.4K +703 +12%
KWM
112
Kingsview Wealth Management
Oregon
$328K -$17.6K -339 -5%
AWA
113
Arkadios Wealth Advisors
Georgia
$326K +$777 +15 +0.2%
CWA
114
Centennial Wealth Advisory
Michigan
$325K +$24.1K +465 +8%
SPIA
115
Steward Partners Investment Advisory
New York
$324K +$141K +2,725 +77%
FA
116
Fortis Advisors
Pennsylvania
$312K -$2.7M -52,084 -90%
BA
117
Ballew Advisors
Mississippi
$300K -$8.59K -170 -3%
EFS
118
Essex Financial Services
Connecticut
$291K +$291K +5,573 New
FFS
119
Founders Financial Securities
Maryland
$289K -$22.1K -426 -7%
MFG
120
MidWestOne Financial Group
Iowa
$285K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$267K +$217K +4,195 +432%
SA
122
Sanctuary Advisors
Indiana
$263K -$88.1K -1,680 -25%
BWM
123
BKM Wealth Management
Wisconsin
$257K
PFA
124
Pathway Financial Advisers
Indiana
$256K -$67.9K -1,310 -21%
SF
125
Summit Financial
New Jersey
$252K +$252K +4,862 New