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Fidelity MSCI Utilities Index ETF

147 hedge funds and large institutions have $314M invested in Fidelity MSCI Utilities Index ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
48
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
126
HHM Wealth Advisors
Tennessee
$7K
CWP
127
Concord Wealth Partners
Virginia
$7K +$5.77K +145 +468%
VBCG
128
Valley Brook Capital Group
Pennsylvania
$6K
Bessemer Group
129
Bessemer Group
New Jersey
$6K +$6K +148 New
APA
130
American Portfolios Advisors
New York
$5.81K -$24.9K -600 -81%
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$4K +$167 +4 +4%
AIA
132
Armor Investment Advisors
North Carolina
$4K +$753 +16 +23%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +107 New
AF
134
Advisornet Financial
Minnesota
$3K -$8.83K -203 -75%
EI
135
Ellevest Inc
New York
$3K +$3K +71 New
US Bancorp
136
US Bancorp
Minnesota
$2K +$2K +42 New
RIA
137
RPG Investment Advisory
California
$1K
EW
138
Element Wealth
Mississippi
$1K
HR
139
Howe & Rusling
New York
$1K +$167 +3 +20%
AWM
140
Activest Wealth Management
Florida
$1K +$1K +3 New
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +13 New
TC
142
Trust Company
Kansas
$1K +$1K +14 New
FMTCOCP
143
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$1K +25 New
FGAM
144
Financial Gravity Asset Management
Texas
$18
Charles Schwab
145
Charles Schwab
California
-$40.2M -991,073 Closed
LWA
146
Lineweaver Wealth Advisors
Ohio
-$1.46M -35,961 Closed
AWM
147
AE Wealth Management
Kansas
-$1.04M -25,719 Closed
CA
148
Cetera Advisors
Colorado
-$793K -19,544 Closed
CH
149
Canton Hathaway
Rhode Island
-$727K -17,915 Closed
HF
150
HRT Financial
New York
-$626K -15,444 Closed