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Fidelity MSCI Utilities Index ETF

210 hedge funds and large institutions have $857M invested in Fidelity MSCI Utilities Index ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $816M → $857M (+$40.8M)

0.94% more ownership

Funds ownership: 50.96%51.9% (+0.94%)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

1% less funds holding

Funds holding: 213210 (-3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
70
Reduced
76
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCYC
26
Richard C. Young & Co
Rhode Island
$3.81M -$159K -3,164 -4%
Ameriprise
27
Ameriprise
Minnesota
$3.78M +$1.19M +23,618 +47%
TIA
28
Traphagen Investment Advisors
New Jersey
$3.52M -$1.07M -21,270 -24%
UBS Group
29
UBS Group
Switzerland
$3.49M -$3.22M -63,985 -48%
MWM
30
Modern Wealth Management
Kansas
$3.3M +$68.5K +1,360 +2%
NA
31
NewEdge Advisors
Louisiana
$3.23M +$474K +9,414 +17%
GWA
32
GGM Wealth Advisors
Maryland
$3.12M +$3.1M +61,444 New
WA
33
Waverly Advisors
Alabama
$3.09M +$3.06M +60,722 New
LIA
34
LifePlan Investment Advisors
North Carolina
$3.02M -$35.3K -700 -1%
BFA
35
Beaumont Financial Advisors
Massachusetts
$2.99M -$106K -2,106 -3%
GWM
36
GSB Wealth Management
Connecticut
$2.77M +$133K +2,642 +5%
CWM
37
Centric Wealth Management
Illinois
$2.76M +$431K +8,555 +19%
SCA
38
Southern Capital Advisors
Tennessee
$2.54M +$362K +7,189 +17%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$2.52M +$768K +15,248 +45%
PPWP
40
Proquility Private Wealth Partners
Nevada
$2.48M +$636K +12,623 +35%
MWM
41
Maltin Wealth Management
New Jersey
$2.27M +$152K +3,013 +7%
DAS
42
Dynamic Advisor Solutions
Arizona
$2.24M -$59.9K -1,190 -3%
Wells Fargo
43
Wells Fargo
California
$2.07M -$70.4K -1,398 -3%
KWA
44
Kingswood Wealth Advisors
California
$2.06M -$1.25M -24,715 -38%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.02M +$236K +4,679 +13%
YWM
46
Yoder Wealth Management
California
$2.02M +$61.7K +1,225 +3%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.96M +$413K +8,189 +27%
ACA
48
Atlas Capital Advisors
Wyoming
$1.95M -$144K -2,850 -7%
AAS
49
Avantax Advisory Services
Texas
$1.9M -$291K -5,777 -13%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.77M +$42K +834 +2%

FUTY Hedge Fund Activity: Q1 2025 in Review

210 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2025, worth a combined $857M — up 5% from $816M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FUTY and 23 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 70 added.

The largest buyer was Osaic Holdings, adding an estimated $12M. The largest seller was Aptus Capital Advisors, cutting an estimated $13.7M.

  • 210 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2025, down from 213 in Q4 2024.
  • Funds reported $857M of Fidelity MSCI Utilities Index ETF stock for Q1 2025, up 5% quarter-over-quarter.
  • 23 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2025 and 24 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2025 was Osaic Holdings, an estimated $12M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q1 2025 was Aptus Capital Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2025.