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Fidelity MSCI Utilities Index ETF

167 hedge funds and large institutions have $1.31B invested in Fidelity MSCI Utilities Index ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-8
Holders Change %
-4.57%
% of All Funds
2.67%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
18
Increased
51
Reduced
67
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
126
Allworth Financial
California
$87.7K +$87.7K +2,001 New
GEA
127
Glen Eagle Advisors
New Jersey
$73.7K
GIA
128
GHP Investment Advisors
Colorado
$57K
CT
129
Colonial Trust
South Carolina
$56.2K
PA
130
Parallel Advisors
California
$45.4K +$45.4K +1,035 New
CFGS
131
Concourse Financial Group Securities
Alabama
$35.7K
WT
132
Whittier Trust
California
$34.4K
SPIA
133
Steward Partners Investment Advisory
New York
$31.6K +$482 +11 +2%
HDIM
134
Hanson & Doremus Investment Management
Vermont
$27K
Franklin Resources
135
Franklin Resources
California
$24.6K
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$22.9K -$6.82K -155,585 -23%
FP
137
Financial Perspectives
Minnesota
$22.7K +$219 +5 +1%
LFG
138
Larson Financial Group
Missouri
$16.5K +$9.11K +208 +122%
EWA
139
EverSource Wealth Advisors
Alabama
$14.6K +$14.6K +334 New
NFSG
140
Newbridge Financial Services Group
Florida
$13.9K
MHR
141
Matthew Hamilton Rosenberg
$13.4K
BWM
142
BerganKDV Wealth Management
Minnesota
$13K
AF
143
Advisornet Financial
Minnesota
$12.9K +$131 +3 +1%
BTI
144
Blue Trust Inc
Georgia
$11K +$2.65K +58 +32%
CTA
145
Colonial Trust Advisors
South Carolina
$8.76K
TFGT
146
TS Financial Group (TSFG)
Illinois
$8K +$47 +1 +0.6%
AP
147
Advisors Preferred
Maryland
$7.65K -$166K -3,824 -96%
HWA
148
HHM Wealth Advisors
Tennessee
$7.58K
JWA
149
JFS Wealth Advisors
Pennsylvania
$5.92K +$5.92K +135 New
CCA
150
Column Capital Advisors
Indiana
$5.87K