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Fidelity MSCI Utilities Index ETF

14 hedge funds and large institutions have $66.5M invested in Fidelity MSCI Utilities Index ETF in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more capital invested

Capital invested by funds: $15.4M → $66.5M (+$51.2M)

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

133% more funds holding

Funds holding: 614 (+8)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

35.32% more ownership

Funds ownership: 45.52%80.84% (+35%)

Holders
14
Holders Change
+8
Holders Change %
+133.33%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
2
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$27.3M +$26.2M +946,662 New
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$25.1M +$24M +867,958 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.93M +$7.6M +274,656 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.46M +$1.28M +46,062 +117%
Morgan Stanley
5
Morgan Stanley
New York
$1.46M +$163K +5,882 +13%
ACM
6
Argentus Capital Management
Texas
$567K +$544K +19,633 New
CWM
7
Concert Wealth Management
California
$484K +$471K +17,019 New
Bank of America
8
Bank of America
North Carolina
$334K +$320K +11,575 New
U
9
UBS
Switzerland
$312K -$43.2K -1,561 -13%
HighTower Advisors
10
HighTower Advisors
Illinois
$289K +$277K +10,000 New
Jane Street
11
Jane Street
New York
$259K +$248K +8,953 New
SAM
12
Shamrock Asset Management
Texas
$9K +$9.05K +327 New
Creative Planning
13
Creative Planning
Kansas
$6K +$5.45K +197 New
WA
14
WFG Advisors
Texas
$6K +$5.54K +200 New
Citigroup
15
Citigroup
New York
-$12.4M -458,734 Closed
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
-$337K -12,488 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
-$40K -1,465 Closed