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Fidelity MSCI Utilities Index ETF

119 hedge funds and large institutions have $201M invested in Fidelity MSCI Utilities Index ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 23 closing their positions.

Holders
119
Holders Change
-5
Holders Change %
-4.03%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
40
Reduced
48
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$20.1M 552,161 +542,656 +5,709%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.2M 306,658 +31,687 +12%
TIA
3
Traphagen Investment Advisors
New Jersey
$10.8M 295,795 +27,497 +10%
BFA
4
Beaumont Financial Advisors
Massachusetts
$9.58M 262,666 +250,284 +2,021%
MIS
5
Morningstar Investment Services
Illinois
$9.53M 262,653 -22,258 -8%
EC
6
Estate Counselors
Wisconsin
$9.2M 252,870 -88,430 -26%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$8.9M 243,894 -9,174 -4%
SSW
8
Smith Shellnut Wilson
Mississippi
$8.73M 239,449 +6,582 +3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$8.61M 235,948 +223,526 +1,799%
Lido Advisors
10
Lido Advisors
California
$7.22M 197,898 +10,311 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.69M 183,287 -17,157 -9%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$6.28M 172,113 -10,566 -6%
Bank of America
13
Bank of America
North Carolina
$5.62M 154,207 +54,194 +54%
ASN
14
Advisory Services Network
Georgia
$5.6M 153,443 +4,909 +3%
MFM
15
Mirsky Financial Management
New York
$5.02M 137,585 +23,980 +21%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.86M 133,294 -49,761 -27%
LPL Financial
17
LPL Financial
California
$3.96M 108,659 +13,140 +14%
FSC
18
Full Sail Capital
Oklahoma
$3.39M 85,393 +16,765 +24%
DFG
19
Demars Financial Group
Washington
$2.71M 74,345 -6,583 -8%
IA
20
IFG Advisory
Georgia
$2.58M 70,632 +9,473 +15%
CWG
21
Cornerstone Wealth Group
North Carolina
$2.45M 67,216 +6,552 +11%
Morgan Stanley
22
Morgan Stanley
New York
$2.34M 64,278 +9,853 +18%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.03M 55,622 -51,106 -48%
FHA
24
Flagship Harbor Advisors
Massachusetts
$1.93M 52,914 +25,438 +93%
Truist Financial
25
Truist Financial
North Carolina
$1.69M 46,304 +4,237 +10%