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Fidelity MSCI Utilities Index ETF

175 hedge funds and large institutions have $1.3B invested in Fidelity MSCI Utilities Index ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 27 closing their positions.

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
34
Increased
70
Reduced
45
Closed
27
Calls
$310K
Puts
Net Calls
+$310K
Net Calls Change
+$310K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$951M 20,863,826 +854,152 +4%
GWA
2
Gibson Wealth Advisors
Texas
$56.7M 1,287,720 +1,267,280 +6,200%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30.9M 677,890 -87,036 -11%
Osaic Holdings
4
Osaic Holdings
Arizona
$17.7M 387,998 +12,831 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.4M 381,683 +190,889 +100%
Lido Advisors
6
Lido Advisors
California
$16.8M 368,783 -796 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$14.4M 315,050 +169,422 +116%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$13.4M 294,671 +10,289 +4%
LPL Financial
9
LPL Financial
California
$11.2M 245,567 +11,353 +5%
FSC
10
Full Sail Capital
Oklahoma
$8.11M 177,978 -698 -0.4%
HAS
11
HBW Advisory Services
California
$6.7M 147,072 -39,200 -21%
SSW
12
Smith Shellnut Wilson
Mississippi
$5.95M 130,624 -15,805 -11%
FA
13
Fortis Advisors
Pennsylvania
$5.76M 144,526 +2,214 +2%
EC
14
Estate Counselors
Wisconsin
$5.46M 119,715 +390 +0.3%
BCM
15
Brookstone Capital Management
Illinois
$5.43M 118,148 -13,650 -10%
ASN
16
Advisory Services Network
Georgia
$5.29M 116,047 -28,784 -20%
MFG
17
Monumental Financial Group
Maryland
$5.24M 114,850 +69,092 +151%
IA
18
IFG Advisory
Georgia
$5.07M 111,254 +3,561 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$4.57M 100,437 +3,169 +3%
AWM
20
AE Wealth Management
Kansas
$4.18M 91,756 +7,729 +9%
HGWM
21
Harvest Group Wealth Management
Massachusetts
$4.03M 88,433 +479 +0.5%
BBL
22
Beck Bode LLC
Massachusetts
$3.95M 86,759 -3,085 -3%
FAM
23
Forte Asset Management
New York
$3.93M 86,184 +24,181 +39%
SIA
24
Soltis Investment Advisors
Utah
$3.65M 80,054 +302 +0.4%
Ameriprise
25
Ameriprise
Minnesota
$3.3M 72,351 +72,351 New