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Fidelity MSCI Utilities Index ETF

231 hedge funds and large institutions have $936M invested in Fidelity MSCI Utilities Index ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

71% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 56

10% more funds holding

Funds holding: 210231 (+21)

9% more capital invested

Capital invested by funds: $857M → $936M (+$79.3M)

0.77% less ownership

Funds ownership: 51.9%51.14% (-0.77%)

Holders
231
Holders Change
+21
Holders Change %
+10%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
96
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
26
Traphagen Investment Advisors
New Jersey
$3.51M -$116K -2,253 -3%
SPIA
27
Steward Partners Investment Advisory
New York
$3.44M +$3.08M +59,967 +1,087%
MWM
28
Modern Wealth Management
Kansas
$3.43M +$21.2K +413 +0.6%
NA
29
NewEdge Advisors
Louisiana
$3.4M +$59.6K +1,159 +2%
WA
30
Waverly Advisors
Alabama
$3.26M +$60.6K +1,178 +2%
LIA
31
LifePlan Investment Advisors
North Carolina
$3.09M -$28.2K -549 -0.9%
BFA
32
Beaumont Financial Advisors
Massachusetts
$3.05M -$36.4K -708 -1%
GWM
33
GSB Wealth Management
Connecticut
$2.87M +$17.2K +335 +0.6%
SFS
34
Sowell Financial Services
Arkansas
$2.74M +$2.41M +46,810 +899%
SCA
35
Southern Capital Advisors
Tennessee
$2.65M +$24.9K +485 +1%
SQA
36
Simon Quick Advisors
New Jersey
$2.64M +$2.58M +50,219 New
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$2.63M +$2.57M +50,000 New
PWA
38
Primoris Wealth Advisors
Florida
$2.44M +$1.25M +24,350 +110%
MWM
39
Maltin Wealth Management
New Jersey
$2.44M +$91.9K +1,787 +4%
Wells Fargo
40
Wells Fargo
California
$2.4M +$260K +5,066 +12%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.37M +$285K +5,550 +14%
DAS
42
Dynamic Advisor Solutions
Arizona
$2.28M -$27.9K -542 -1%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.2M +$1.34M +26,088 +165%
YWM
44
Yoder Wealth Management
California
$2.19M +$106K +2,068 +5%
KWA
45
Kingswood Wealth Advisors
California
$2.17M +$43.2K +841 +2%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.87M +$121K +2,349 +7%
AIM
47
Archer Investment Management
Texas
$1.87M +$55.3K +1,076 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.86M +$31.1K +605 +2%
ACA
49
Atlas Capital Advisors
Wyoming
$1.79M -$213K -4,150 -11%
LA
50
Lifeworks Advisors
Michigan
$1.75M -$18.9K -367 -1%

FUTY Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2025, worth a combined $936M — up 9.3% from $857M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FUTY positions and 16 closed out — a net gain of 25 holders — while 96 added to existing stakes and 56 trimmed.

The largest buyer was Mariner, adding an estimated $17.3M. The largest seller was Demars Financial Group, cutting an estimated $29M.

  • 231 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2025, up from 210 in Q1 2025.
  • Funds reported $936M of Fidelity MSCI Utilities Index ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 41 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2025 and 16 closed out, a net change of +25 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2025 was Mariner, an estimated $17.3M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2025.