We are live on ! Find out more
FUTY icon

Fidelity MSCI Utilities Index ETF
FUTY

223 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Utilities Index ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 104 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $936M → $1.06B (+$120M)

0.67% more ownership

Funds ownership: 51.14% → 51.81% (+0.67%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

3% less funds holding

Funds holding: 231 → 223 (-8)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
223
Holders Change
-8
Holders Change %
-3.46%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
104
Reduced
57
Closed
29
Calls
$260K
Puts
–
Net Calls
+$260K
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.8M
2
IFA
Independence Financial Advisors
New Hampshire
+$10.1M
3
AWM
AE Wealth Management
Kansas
+$9.21M
4
NCM
Northside Capital Management
Oregon
+$6.24M
5
KWA
Kingswood Wealth Advisors
California
+$5.79M

Top Sellers

1
GF
Gimbal Financial
Indiana
-$8.88M
2
SCA
Southern Capital Advisors
Tennessee
-$2.65M
3
MWM
Modern Wealth Management
Kansas
-$2.14M
4
AIM
Archer Investment Management
Texas
-$1.87M
5
Goldman Sachs
Goldman Sachs
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
226
Southern Capital Advisors
Tennessee
– -$2.65M -50,344 Closed
AIM
227
Archer Investment Management
Texas
– -$1.87M -35,559 Closed
Goldman Sachs
228
Goldman Sachs
New York
– -$1.19M -22,547 Closed
RA
229
RFG Advisory
Alabama
– -$1.02M -19,319 Closed
TRCT
230
Tower Research Capital (TRC)
New York
– -$843K -16,031 Closed
D.E. Shaw & Co
231
D.E. Shaw & Co
New York
– -$827K -15,728 Closed
WSFS
232
Wilmington Savings Fund Society
Delaware
– -$717K -13,623 Closed
PAG
233
Private Advisor Group
New Jersey
– -$652K -12,400 Closed
SB
234
Strategic Blueprint
Georgia
– -$470K -8,934 Closed
ARC
235
Advisor Resource Council
Texas
– -$298K -5,660 Closed
KWM
236
Kingsview Wealth Management
Oregon
– -$291K -5,540 Closed
Citadel Advisors
237
Citadel Advisors
Florida
– -$273K -4,992 Closed
FA
238
Fortis Advisors
Pennsylvania
– -$260K -4,943 Closed
SHIM
239
Stone House Investment Management
Pennsylvania
– -$253K -4,815 Closed
Corient Private Wealth
240
Corient Private Wealth
Florida
– -$208K -3,951 Closed
HF
241
HRT Financial
New York
– -$202K -3,854 Closed
EB
242
Eastern Bank
Massachusetts
– -$70K -1,330 Closed
OP
243
ORG Partners
Indiana
– -$31.7K -600 Closed
BFP
244
Briaud Financial Planning
Texas
– -$30K -582 Closed
CAM
245
Clarity Asset Management
Iowa
– -$20.5K -390 Closed
AAP
246
Arax Advisory Partners
Colorado
– -$8K -152 Closed
GBT
247
Grove Bank & Trust
Florida
– -$4.89K -93 Closed
FMII
248
Farmers & Merchants Investments Inc
Nebraska
– -$4.26K -81 Closed
SFC
249
SYM Financial Corp
Indiana
– -$3.21K -61 Closed
ST
250
Smithfield Trust
Pennsylvania
– -$2K -37 Closed
7 8 9
10
11

FUTY Hedge Fund Activity: Q3 2025 in Review

223 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2025, worth a combined $1.06B — up 13% from $936M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FUTY and 27 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 104 added.

The largest buyer was Bank of America, adding an estimated $15.8M. The largest seller was Gimbal Financial, exiting entirely with an estimated $8.88M sold.

  • 223 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2025, down from 231 in Q2 2025.
  • Funds reported $1.06B of Fidelity MSCI Utilities Index ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 27 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2025 and 29 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2025 was Bank of America, an estimated $15.8M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2025 was Gimbal Financial, an estimated $8.88M sold.

Based on aggregated 13F filings for Q3 2025.