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Fidelity MSCI Utilities Index ETF

34 hedge funds and large institutions have $20.9M invested in Fidelity MSCI Utilities Index ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

15% less funds holding

Funds holding: 4034 (-6)

20.45% less ownership

Funds ownership: 31.98%11.53% (-20%)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

73% less capital invested

Capital invested by funds: $76.2M → $20.9M (-$55.3M)

Holders
34
Holders Change
-6
Holders Change %
-15%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRCM
1
Bright Rock Capital Management
Massachusetts
$4.87M
IA
2
IFP Advisors
Florida
$2.54M -$390K -12,579 -14%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.48M -$19.8K -639 -1%
SPC
4
Sigma Planning Corp
Michigan
$1.47M -$64.3K -2,077 -4%
Citadel Advisors
5
Citadel Advisors
Florida
$1.45M +$488K +15,737 +52%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.06M +$1.04M +33,702 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.03M -$4.62M -149,038 -82%
CFD
8
Creative Financial Designs
Indiana
$1.01M +$986K +31,824 New
Morgan Stanley
9
Morgan Stanley
New York
$867K -$768K -24,778 -47%
VKH
10
Virtu KCG Holdings
New York
$817K +$10.1K +327 +1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$789K -$6.23M -201,118 -89%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$650K +$72.6K +2,343 +13%
LPL Financial
13
LPL Financial
California
$609K +$79.5K +2,566 +15%
Bank of America
14
Bank of America
North Carolina
$568K +$468K +15,121 +530%
Goldman Sachs
15
Goldman Sachs
New York
$327K +$2.08K +67 +0.7%
Jane Street
16
Jane Street
New York
$285K -$1.3M -41,860 -82%
UBS Group
17
UBS Group
Switzerland
$282K -$451K -14,555 -62%
Ameriprise
18
Ameriprise
Minnesota
$202K +$198K +6,406 New
AG
19
Advisor Group
Arizona
$146K +$34.7K +1,121 +32%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$137K -$13.8M -445,825 -99%
Wells Fargo
21
Wells Fargo
California
$118K +$52.9K +1,707 +84%
Creative Planning
22
Creative Planning
Kansas
$77K +$75.4K +2,433 New
MFS
23
MSI Financial Services
Massachusetts
$47K +$11.2K +360 +32%
WA
24
WFG Advisors
Texas
$39K +$124 +4 +0.3%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K -$38.4K -1,239 -74%