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Fidelity MSCI Utilities Index ETF

43 hedge funds and large institutions have $85.1M invested in Fidelity MSCI Utilities Index ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.41% less ownership

Funds ownership: 35.55%28.15% (-7.4%)

10% less funds holding

Funds holding: 4843 (-5)

21% less capital invested

Capital invested by funds: $108M → $85.1M (-$22.6M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
21
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.1M +$544K +15,599 +2%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.8M +$876K +25,120 +4%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$9.47M +$3.48M +99,637 +57%
BRCM
4
Bright Rock Capital Management
Massachusetts
$5.33M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.83M +$89.1K +2,554 +2%
SCI
6
Stableford Capital II
Arizona
$2.39M +$157K +4,501 +7%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.37M -$125K -3,575 -5%
NR
8
Newfound Research
Massachusetts
$2.22M +$1.72M +49,373 +332%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.15M -$157K -4,502 -7%
SPC
10
Sigma Planning Corp
Michigan
$1.79M +$226K +6,485 +14%
Goldman Sachs
11
Goldman Sachs
New York
$1.47M +$170K +4,862 +13%
GRP
12
Global Retirement Partners
California
$806K -$234K -6,707 -22%
LPL Financial
13
LPL Financial
California
$795K +$85.5K +2,450 +12%
Lido Advisors
14
Lido Advisors
California
$795K +$306K +8,761 +66%
Morgan Stanley
15
Morgan Stanley
New York
$725K -$74.9K -2,148 -9%
ASN
16
Advisory Services Network
Georgia
$608K -$1.34M -38,443 -69%
CFD
17
Creative Financial Designs
Indiana
$523K +$513K +14,697 +3,318%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$432K -$591K -16,954 -58%
FA
19
FDx Advisors
Illinois
$395K +$628 +18 +0.2%
SAM
20
Shamrock Asset Management
Texas
$361K +$364K +10,444 New
IA
21
IFP Advisors
Florida
$360K +$59.3K +1,699 +19%
WPP
22
Whalerock Point Partners
Rhode Island
$351K +$22.3K +639 +7%
ECM
23
Exchange Capital Management
Michigan
$339K +$342K +9,817 New
FI
24
FormulaFolio Investments
Michigan
$337K -$26.7M -764,973 -99%
FA
25
FMA Advisory
Pennsylvania
$335K +$14.8K +424 +5%