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Fidelity MSCI Utilities Index ETF

256 hedge funds and large institutions have $1.11B invested in Fidelity MSCI Utilities Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

78% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 60

15% more funds holding

Funds holding: 223256 (+33)

5% more capital invested

Capital invested by funds: $1.06B → $1.11B (+$52.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 51.81%51.52% (-0.3%)

Holders
256
Holders Change
+33
Holders Change %
+14.8%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
107
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
226
Key Financial Inc
Pennsylvania
$6.85K
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$6.57K +$6.76K +118 +11,800%
Bessemer Group
228
Bessemer Group
New Jersey
$6K
BlackRock
229
BlackRock
New York
$5.8K
HIA
230
Harbor Investment Advisory
Maryland
$5.36K +$5.55K +97 New
TCM
231
Tradewinds Capital Management
Washington
$4.14K
AssetMark Inc
232
AssetMark Inc
California
$4.14K +$916 +16 +27%
AIP
233
Ameritas Investment Partners
Nebraska
$3.65K +$3.78K +66 New
VWM
234
Vermillion Wealth Management
Minnesota
$3.2K
SRCM
235
Signature Resources Capital Management
California
$2.93K -$7.39K -129 -71%
MA
236
Montag & Associates
Georgia
$2.65K
FFA
237
Founders Financial Alliance
North Carolina
$2.1K
HHCP
238
Hilton Head Capital Partners
South Carolina
$1.71K +$1.77K +31 New
CWP
239
Concord Wealth Partners
Virginia
$1.6K
KCM
240
Key Capital Management
Tennessee
$1.49K +$1.55K +27 New
MPW
241
MASECO Private Wealth
$1.49K +$1.55K +27 New
W
242
WealthCollab
Washington
$1.33K +$1.37K +24 New
SFC
243
SYM Financial Corp
Indiana
$1.32K +$1.37K +24 New
PWPS
244
Pinnacle Wealth Planning Services
Ohio
$1.27K +$1.32K +23 New
AWM
245
Activest Wealth Management
Florida
$1.23K
NSIM
246
North Star Investment Management
Illinois
$1.11K +$1.15K +20 New
ACA
247
Aptus Capital Advisors
Alabama
$994 -$1.15K -20 -53%
GSWM
248
Golden State Wealth Management
California
$994 +$1.03K +18 New
SIC
249
SJS Investment Consulting
Ohio
$994 +$1.03K +18 New
HR
250
Howe & Rusling
New York
$884 +$916 +16 New