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Fidelity MSCI Utilities Index ETF

147 hedge funds and large institutions have $314M invested in Fidelity MSCI Utilities Index ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
48
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$125M 3,022,082 -2,001,735 -40%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$18.1M 435,985 -39,511 -8%
EC
3
Estate Counselors
Wisconsin
$13.7M 330,115 -475 -0.1%
Lido Advisors
4
Lido Advisors
California
$9.75M 235,055 +30,595 +15%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.59M 231,106 +28,431 +14%
Goldman Sachs
6
Goldman Sachs
New York
$8.92M 214,903 +199,508 +1,296%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.9M 214,408 -38,016 -15%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.34M 200,950 -36,930 -16%
LPL Financial
9
LPL Financial
California
$7M 168,630 +30,083 +22%
MFM
10
Mirsky Financial Management
New York
$6.94M 167,339 +5,190 +3%
BCM
11
Beaumont Capital Management
Massachusetts
$6.33M 152,435 -13,925 -8%
Truist Financial
12
Truist Financial
North Carolina
$6.06M 146,090 +141,016 +2,779%
FSC
13
Full Sail Capital
Oklahoma
$5.5M 130,732 +16,498 +14%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$5.31M 127,872 +47,786 +60%
ASN
15
Advisory Services Network
Georgia
$5.12M 123,511 -33,489 -21%
FI
16
FormulaFolio Investments
Michigan
$3.88M 91,126 -718,290 -89%
IA
17
IFG Advisory
Georgia
$3.28M 79,009 +5,010 +7%
SSW
18
Smith Shellnut Wilson
Mississippi
$3.13M 75,423 -10,850 -13%
FA
19
Fortis Advisors
Pennsylvania
$2.95M 95,083 +26,159 +38%
DFG
20
Demars Financial Group
Washington
$2.62M 63,098 +4,027 +7%
MFG
21
Monumental Financial Group
Maryland
$2.59M 62,483 +62,483 New
FHA
22
Flagship Harbor Advisors
Massachusetts
$2.23M 53,826 +4,965 +10%
KAS
23
Kestra Advisory Services
Texas
$1.99M 47,862 -85,790 -64%
TIA
24
Traphagen Investment Advisors
New Jersey
$1.81M 43,714 -287,226 -87%
MWM
25
Mascoma Wealth Management
New Hampshire
$1.76M 42,291 -24 -0.1%