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Fidelity MSCI Utilities Index ETF

164 hedge funds and large institutions have $443M invested in Fidelity MSCI Utilities Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
70
Reduced
35
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
126
TCWP
Ohio
$58K -$149K -3,107 -72%
PFS
127
Prospera Financial Services
Texas
$54K +$54K +1,132 New
WT
128
Whittier Trust
California
$48K
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$19.8K +418 +86%
HA
130
Herold Advisors
New York
$40.7K +$40.7K +850 New
HDIM
131
Hanson & Doremus Investment Management
Vermont
$29K
Franklin Resources
132
Franklin Resources
California
$27K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$17K +$17K +345 New
HWMA
134
Heritage Wealth Management (Arizona)
Arizona
$17K +$17K +348 New
MHR
135
Matthew Hamilton Rosenberg
$16K +$1.43K +30 +10%
NFSG
136
Newbridge Financial Services Group
Florida
$15K
AF
137
Advisornet Financial
Minnesota
$14K +$98 +2 +0.7%
GI
138
Gradient Investments
Minnesota
$12K -$57K -1,207 -83%
SPIA
139
Steward Partners Investment Advisory
New York
$11K +$2.43K +52 +28%
KFS
140
Kelly Financial Services
Massachusetts
$10.9K
BFC
141
Bedel Financial Consulting
Indiana
$10K
GT
142
Glenmede Trust
Pennsylvania
$10K +$10K +210 New
HWA
143
HHM Wealth Advisors
Tennessee
$8K
TFGT
144
TS Financial Group (TSFG)
Illinois
$8K +$47 +1 +0.6%
APA
145
American Portfolios Advisors
New York
$6.71K -$335 -7 -5%
CCA
146
Column Capital Advisors
Indiana
$6K +$6K +134 New
FMII
147
Farmers & Merchants Investments Inc
Nebraska
$5K
CSB
148
City State Bank
Iowa
$5K +$5K +100 New
CWP
149
Concord Wealth Partners
Virginia
$4K -$5.67K -119 -59%
ACK
150
Andrew C. Karlinski
$4K +$4K +90 New