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Fidelity MSCI Utilities Index ETF

170 hedge funds and large institutions have $971M invested in Fidelity MSCI Utilities Index ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-5
Holders Change %
-2.86%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
59
Reduced
63
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$89.8K +$89.8K +2,368 New
AF
127
Allworth Financial
California
$76K +$152 +4 +0.2%
EWM
128
EPG Wealth Management
Georgia
$67.6K -$2.92K -77 -4%
GEA
129
Glen Eagle Advisors
New Jersey
$54.6K -$4.21K -111 -7%
GIA
130
GHP Investment Advisors
Colorado
$49.5K
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$45.8K +$35.3K +931 +335%
GWMIA
132
Global Wealth Management Investment Advisory
Florida
$44.6K
CT
133
Colonial Trust
South Carolina
$29.9K -$11.6K -305 -28%
WT
134
Whittier Trust
California
$29.8K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$26K +$26K +679 New
HDIM
136
Hanson & Doremus Investment Management
Vermont
$23K
Franklin Resources
137
Franklin Resources
California
$21.3K
Citigroup
138
Citigroup
New York
$20.4K +$20.4K +537 +53,700%
NS
139
NBC Securities
Alabama
$14K +$14K +375 New
BC
140
Belmont Capital
California
$12.3K +$38 +1 +0.3%
NFSG
141
Newbridge Financial Services Group
Florida
$12K
MHR
142
Matthew Hamilton Rosenberg
$11.6K
AF
143
Advisornet Financial
Minnesota
$11.4K +$114 +3 +1%
AT
144
Avalon Trust
New Mexico
$10.8K +$10.8K +285 New
ANBT
145
American National Bank & Trust
Texas
$8.72K +$1.52K +40 +21%
CAL
146
Capital Analysts LLC
Pennsylvania
$8K +$8K +219 New
CTA
147
Colonial Trust Advisors
South Carolina
$7.58K
HWA
148
HHM Wealth Advisors
Tennessee
$6.56K
TFGT
149
TS Financial Group (TSFG)
Illinois
$6K -$106 -3 -2%
JWA
150
JFS Wealth Advisors
Pennsylvania
$5.12K