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Fidelity MSCI Utilities Index ETF

171 hedge funds and large institutions have $1.14B invested in Fidelity MSCI Utilities Index ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
25
Increased
70
Reduced
42
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DI
126
Disciplined Investments
Oklahoma
$106K
AP
127
Advisors Preferred
Maryland
$93K +$93K +2,132 New
EWM
128
EPG Wealth Management
Georgia
$82K +$82K +1,946 New
AIP
129
Almanack Investment Partners
Pennsylvania
$80K +$80K +1,900 New
JFGIW
130
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77K +$77K +1,819 New
LSA
131
Lansing Street Advisors
Pennsylvania
$75K +$549 +13 +0.7%
GEA
132
Glen Eagle Advisors
New Jersey
$70.7K
GIA
133
GHP Investment Advisors
Colorado
$55K
CFGS
134
Concourse Financial Group Securities
Alabama
$34K -$24.6K -590 -42%
WT
135
Whittier Trust
California
$33K
SPIA
136
Steward Partners Investment Advisory
New York
$30K -$2.05K -49 -6%
HDIM
137
Hanson & Doremus Investment Management
Vermont
$26K
Franklin Resources
138
Franklin Resources
California
$24K
FP
139
Financial Perspectives
Minnesota
$21.5K
MHR
140
Matthew Hamilton Rosenberg
$13K
NFSG
141
Newbridge Financial Services Group
Florida
$13K
BWM
142
BerganKDV Wealth Management
Minnesota
$13K +$13K +305 New
AF
143
Advisornet Financial
Minnesota
$12K -$869 -21 -7%
KFS
144
Kelly Financial Services
Massachusetts
$9.58K
GT
145
Glenmede Trust
Pennsylvania
$8K
TFGT
146
TS Financial Group (TSFG)
Illinois
$7K
HWA
147
HHM Wealth Advisors
Tennessee
$7K
CCA
148
Column Capital Advisors
Indiana
$6K
BTI
149
Blue Trust Inc
Georgia
$6K +$4.61K +103 +332%
AssetMark Inc
150
AssetMark Inc
California
$6K +$6K +133 New