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Fidelity MSCI Utilities Index ETF

165 hedge funds and large institutions have $444M invested in Fidelity MSCI Utilities Index ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 35

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

9% more funds holding

Funds holding: 151165 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less capital invested

Capital invested by funds: $445M → $444M (-$1.19M)

2.85% less ownership

Funds ownership: 35.93%33.07% (-2.9%)

Holders
165
Holders Change
+14
Holders Change %
+9.27%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
71
Reduced
35
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$156M +$22.6M +504,190 +18%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$23.2M +$1.14M +25,509 +6%
FFA
3
Fragasso Financial Advisors
Pennsylvania
$19.6M +$3.21M +71,693 +21%
Lido Advisors
4
Lido Advisors
California
$18.9M +$3.57M +79,794 +25%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M +$6.33M +141,421 +72%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.7M +$3.83M +85,573 +36%
Truist Financial
7
Truist Financial
North Carolina
$12.8M +$2.68M +59,959 +29%
LPL Financial
8
LPL Financial
California
$11.2M +$499K +11,138 +5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11.1M +$109K +2,437 +1%
BCM
10
Brookstone Capital Management
Illinois
$10.3M -$5.78M -129,230 -38%
FSC
11
Full Sail Capital
Oklahoma
$8.78M +$260K +5,816 +3%
SSW
12
Smith Shellnut Wilson
Mississippi
$8.47M +$3.74M +83,629 +90%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.9M +$6.03M +134,678 +445%
BCM
14
Beaumont Capital Management
Massachusetts
$6.99M -$43.9K -980 -0.7%
ASN
15
Advisory Services Network
Georgia
$6.94M +$2.18M +48,779 +51%
RWP
16
RWA Wealth Partners
Massachusetts
$5.91M +$5.52M +123,375 New
EC
17
Estate Counselors
Wisconsin
$5.8M
IA
18
IFG Advisory
Georgia
$5.14M +$216K +4,825 +5%
FA
19
Fortis Advisors
Pennsylvania
$4.73M +$232K +5,177 +5%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$4.05M +$3.3M +73,627 +674%
NA
21
NewEdge Advisors
Louisiana
$3.88M +$2.4M +53,568 +195%
Morgan Stanley
22
Morgan Stanley
New York
$3.71M +$2.18M +48,699 +170%
DFG
23
Demars Financial Group
Washington
$3.55M +$1.37M +30,664 +71%
KCM
24
Karp Capital Management
California
$2.95M -$2.76M -61,733 -50%
KAS
25
Kestra Advisory Services
Texas
$2.74M +$67.8K +1,514 +3%