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Fidelity MSCI Utilities Index ETF

79 hedge funds and large institutions have $233M invested in Fidelity MSCI Utilities Index ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+21
Holders Change %
+36.21%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
34
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$73.3M +$47.4M +1,359,445 +183%
BFA
2
Beaumont Financial Advisors
Massachusetts
$60M +$35.2M +1,009,661 +142%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$9.9M +$3.95M +113,383 +67%
Citadel Advisors
4
Citadel Advisors
Florida
$8.63M +$6.95M +199,347 +414%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.57M +$5.6M +160,694 +579%
SPC
6
Sigma Planning Corp
Michigan
$5.76M +$4.37M +125,246 +313%
ASN
7
Advisory Services Network
Georgia
$4.57M +$2.64M +75,752 +137%
KCM
8
Karp Capital Management
California
$4.51M +$4.51M +129,343 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.33M +$706K +20,236 +19%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.17M +$51.9K +1,491 +1%
Morgan Stanley
11
Morgan Stanley
New York
$3.54M +$1.77M +50,684 +100%
Lido Advisors
12
Lido Advisors
California
$3.43M +$747K +21,414 +28%
VC
13
Vicus Capital
Pennsylvania
$3.37M +$3.37M +96,636 New
SSW
14
Smith Shellnut Wilson
Mississippi
$3.25M +$3.25M +93,107 New
NR
15
Newfound Research
Massachusetts
$3.08M +$971K +27,847 +46%
Bank of America
16
Bank of America
North Carolina
$2.71M +$2.38M +68,125 +710%
VF
17
Virtu Financial
New York
$2.29M +$1.62M +46,567 +243%
IA
18
IFP Advisors
Florida
$1.97M +$95.5K +2,749 +5%
SCI
19
Stableford Capital II
Arizona
$1.89M -$4.18M -119,744 -69%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.8M +$1.02M +29,170 +130%
VAM
21
Visionary Asset Management
Texas
$1.79M +$81.5K +2,337 +5%
AG
22
Advisor Group
Arizona
$1.78M +$1.43M +40,950 +412%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.7M +$1.7M +48,735 New
PCM
24
Penserra Capital Management
California
$1.57M +$1.57M +45,130 New
LPL Financial
25
LPL Financial
California
$1.47M +$272K +7,796 +23%