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Fidelity MSCI Utilities Index ETF

175 hedge funds and large institutions have $1.23B invested in Fidelity MSCI Utilities Index ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 15 closing their positions.

Holders
175
Holders Change
+8
Holders Change %
+4.79%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
25
Increased
60
Reduced
62
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$896M 21,193,586 -1,091,692 -5%
RA
2
Rational Advisors
New York
$67.9M 1,605,985 +3,221 +0.2%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$25.1M 593,000 +88,000 +17%
Lido Advisors
4
Lido Advisors
California
$17.7M 417,618 +27,674 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17M 402,971 -119,334 -23%
Osaic Holdings
6
Osaic Holdings
Arizona
$13.6M 321,331 +57,438 +22%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.8M 279,356 +4,465 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$11.7M 277,280 -15,044 -5%
LPL Financial
9
LPL Financial
California
$10.3M 242,683 +3,423 +1%
FSC
10
Full Sail Capital
Oklahoma
$8.2M 193,863 +142 +0.1%
Morgan Stanley
11
Morgan Stanley
New York
$7.56M 178,922 +5,941 +3%
AWM
12
AE Wealth Management
Kansas
$7.11M 168,223 +50,930 +43%
Wells Fargo
13
Wells Fargo
California
$6.14M 145,261 +125,532 +636%
FA
14
Fortis Advisors
Pennsylvania
$5.47M 146,532 -2,259 -2%
ASN
15
Advisory Services Network
Georgia
$4.95M 117,134 +2,232 +2%
IA
16
IFG Advisory
Georgia
$4.87M 115,129 +1,254 +1%
SSW
17
Smith Shellnut Wilson
Mississippi
$4.24M 100,179 -416 -0.4%
BCM
18
Brookstone Capital Management
Illinois
$4.22M 100,099 +2,731 +3%
CW
19
Connectus Wealth
Ohio
$3.63M 85,762 +2,348 +3%
LIA
20
LifePlan Investment Advisors
North Carolina
$3.63M 85,855 +85,855 New
MFG
21
Monumental Financial Group
Maryland
$3.11M 73,615 -55,533 -43%
DFG
22
Demars Financial Group
Washington
$3.08M 72,843 +69 +0.1%
VA
23
Valmark Advisers
Ohio
$2.82M 66,587 +2,156 +3%
SCI
24
Stableford Capital II
Arizona
$2.77M 66,735 +66,735 New
BBL
25
Beck Bode LLC
Massachusetts
$2.68M 63,481 -15,598 -20%