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Fidelity MSCI Utilities Index ETF

211 hedge funds and large institutions have $815M invested in Fidelity MSCI Utilities Index ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
71
Reduced
60
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
151
Tradewinds Capital Management
Washington
$60.5K +$60.5K +1,240 New
JPMorgan Chase & Co
152
JPMorgan Chase & Co
New York
$57.5K -$95.7K -1,963 -62%
IA
153
IFP Advisors
Florida
$57.2K +$244 +5 +0.4%
CFGS
154
Concourse Financial Group Securities
Alabama
$50.9K -$5.79K -115 -10%
AFM
155
Aspetuck Financial Management
Connecticut
$48.8K +$48.8K +1,000 New
EWM
156
EPG Wealth Management
Georgia
$44.8K -$24.2K -497 -35%
CT
157
Colonial Trust
South Carolina
$40.4K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$39K -$22.2K -449 -36%
WT
159
Whittier Trust
California
$38.3K
RWM
160
Rialto Wealth Management
New York
$36.7K +$36.7K +753 New
HDIM
161
Hanson & Doremus Investment Management
Vermont
$30K
MCM
162
MAI Capital Management
Ohio
$27.9K +$27.9K +572 New
Franklin Resources
163
Franklin Resources
California
$27.4K
SIS
164
Sound Income Strategies
Florida
$26.9K +$26.9K +552 New
QCG
165
Quadrant Capital Group
Ohio
$24.4K
HNB
166
Hilltop National Bank
Wyoming
$24.1K
FFA
167
Farther Finance Advisors
California
$23.9K +$23.7K +485 +9,700%
LFG
168
Larson Financial Group
Missouri
$22.1K +$16.6K +340 +301%
SMA
169
Sage Mountain Advisors
Georgia
$19.1K
CAM
170
Clarity Asset Management
Iowa
$18.7K +$146 +3 +0.8%
LDB
171
Lee, Danner & Bass
Tennessee
$17.9K +$17.9K +367 New
SWM
172
Spire Wealth Management
Virginia
$15.9K +$15.9K +325 New
1IA
173
1620 Investment Advisors
Massachusetts
$14.6K
BF
174
BOK Financial
Oklahoma
$14.5K
CWC
175
Carolinas Wealth Consulting
North Carolina
$14.2K