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Fidelity MSCI Utilities Index ETF

106 hedge funds and large institutions have $252M invested in Fidelity MSCI Utilities Index ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
20
Increased
51
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.7M 628,870 -39,354 -6%
BFA
2
Beaumont Financial Advisors
Massachusetts
$20.4M 480,679 -59,974 -11%
MIS
3
Morningstar Investment Services
Illinois
$16.1M 379,247 +5,834 +2%
EC
4
Estate Counselors
Wisconsin
$14.2M 333,570 +5,320 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.4M 268,994 +89,001 +49%
ASN
6
Advisory Services Network
Georgia
$9.33M 237,487
KCM
7
Karp Capital Management
California
$9.02M 212,361 +3,005 +1%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$9.01M 211,988 +75,203 +55%
RWP
9
RWA Wealth Partners
Massachusetts
$7.38M 173,780 -28,687 -14%
Lido Advisors
10
Lido Advisors
California
$6.16M 144,846 +8,044 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.98M 140,801 +61,991 +79%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.91M 139,043 +42,098 +43%
Morgan Stanley
13
Morgan Stanley
New York
$5.9M 138,825 +39,342 +40%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$5.66M 133,288 +127,556 +2,225%
HighTower Advisors
15
HighTower Advisors
Illinois
$5.14M 120,876 +5,436 +5%
SCI
16
Stableford Capital II
Arizona
$5.13M 120,796 -1,684 -1%
MFM
17
Mirsky Financial Management
New York
$4.65M 109,364 +2,313 +2%
SSW
18
Smith Shellnut Wilson
Mississippi
$4.59M 108,106 -2,113 -2%
VC
19
Vicus Capital
Pennsylvania
$4.25M 100,037 -8,874 -8%
Bank of America
20
Bank of America
North Carolina
$3.78M 89,039 +6,524 +8%
LPL Financial
21
LPL Financial
California
$3.7M 87,185 +35,042 +67%
IA
22
IFP Advisors
Florida
$3.67M 86,766 +86,766 New
FSC
23
Full Sail Capital
Oklahoma
$3.35M 82,011 +4,746 +6%
BCM
24
Brookstone Capital Management
Illinois
$3.08M 72,439 +72,439 New
MA
25
Mutual Advisors
Nebraska
$3M 70,533 -934 -1%