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Fidelity MSCI Utilities Index ETF

256 hedge funds and large institutions have $1.2B invested in Fidelity MSCI Utilities Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 70

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $1.11B → $1.2B (+$96.2M)

0% more funds holding

Funds holding: 256256 (0)

1.8% less ownership

Funds ownership: 51.52%49.72% (-1.8%)

Holders
256
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
105
Reduced
70
Closed
37
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
251
Horizon Investments
North Carolina
$1.18K +$1.16K +20 New
OA
252
Operose Advisors
Wisconsin
$1.06K +$1.04K +18 New
ACA
253
Aptus Capital Advisors
Alabama
$886 -$174 -3 -17%
DSC
254
Duncker Streett & Co
Missouri
$709
BC
255
Barrett & Company
Rhode Island
$650
TWC
256
TD Waterhouse Canada
Ontario, Canada
$59 +$58 +1 New
RCM
257
Raleigh Capital Management
North Carolina
$50 -$58 -1 -50%
CI
258
Cordant Inc
Oregon
$20
IA
259
IFG Advisory
Georgia
-$8.37M -151,546 Closed
BNP Paribas Financial Markets
260
BNP Paribas Financial Markets
France
-$8.28M -150,000 Closed
RMS
261
Retirement Management Systems
Maryland
-$7.03M -127,360 Closed
M1FG
262
Mach-1 Financial Group
Arkansas
-$1.73M -31,318 Closed
JWCA
263
J.W. Cole Advisors
Florida
-$983K -25,006 Closed
AI
264
Axecap Investments
Ohio
-$999K -18,084 Closed
TRCT
265
Tower Research Capital (TRC)
New York
-$568K -10,292 Closed
MIM
266
Marshall Investment Management
Colorado
-$476K -8,612 Closed
EFS
267
Essex Financial Services
Connecticut
-$474K -8,581 Closed
JF
268
JSF Financial
California
-$397K -7,186 Closed
BAM
269
Belpointe Asset Management
Nevada
-$260K -4,706 Closed
IASG
270
Investment Advisory Services Group
Florida
-$231K -4,189 Closed
MF
271
Montis Financial
Massachusetts
-$230K -4,162 Closed
PWM
272
Penobscot Wealth Management
Maine
-$223K -4,047 Closed
WT
273
Whittier Trust
California
-$43.7K -785 Closed
RWM
274
Rialto Wealth Management
New York
-$41.6K -753 Closed
IWM
275
IMG Wealth Management
Florida
-$35.3K -639 Closed