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Fidelity MSCI Utilities Index ETF

124 hedge funds and large institutions have $175M invested in Fidelity MSCI Utilities Index ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

3% more funds holding

Funds holding: 120124 (+4)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

3.95% less ownership

Funds ownership: 26.14%22.19% (-4%)

27% less capital invested

Capital invested by funds: $239M → $175M (-$64.4M)

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
40
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
Estate Counselors
Wisconsin
$12.3M +$88.6K +2,130 +0.6%
MIS
2
Morningstar Investment Services
Illinois
$10.6M -$4.08M -98,142 -26%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.88M +$4.01M +96,365 +54%
TIA
4
Traphagen Investment Advisors
New Jersey
$9.64M +$11.2M +268,298 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.09M +$979K +23,535 +10%
SSW
6
Smith Shellnut Wilson
Mississippi
$8.37M +$5.27M +126,628 +119%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.22M +$8.34M +200,444 New
Lido Advisors
8
Lido Advisors
California
$6.74M +$537K +12,918 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.58M -$16.5M -397,666 -68%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.56M +$102K +2,448 +1%
ASN
11
Advisory Services Network
Georgia
$5.33M -$2.78M -66,772 -31%
MA
12
Mutual Advisors
Nebraska
$4.5M +$2.37M +56,975 +83%
MFM
13
Mirsky Financial Management
New York
$4.08M -$79.4K -1,909 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.83M +$1.14M +27,333 +34%
Bank of America
15
Bank of America
North Carolina
$3.59M +$434K +10,425 +12%
VC
16
Vicus Capital
Pennsylvania
$3.57M +$4.14M +99,483 New
LPL Financial
17
LPL Financial
California
$3.43M +$136K +3,276 +4%
DFG
18
Demars Financial Group
Washington
$2.91M +$64.7K +1,555 +2%
BCM
19
Brookstone Capital Management
Illinois
$2.52M -$548K -13,186 -16%
FSC
20
Full Sail Capital
Oklahoma
$2.5M -$883K -21,233 -24%
SPC
21
Sigma Planning Corp
Michigan
$2.21M +$71.7K +1,725 +3%
IA
22
IFG Advisory
Georgia
$2.2M +$186K +4,472 +8%
CWG
23
Cornerstone Wealth Group
North Carolina
$2.18M +$418K +10,047 +20%
Morgan Stanley
24
Morgan Stanley
New York
$1.96M -$3.83M -92,164 -63%
Goldman Sachs
25
Goldman Sachs
New York
$1.64M +$1.29M +31,007 +214%