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Fidelity MSCI Utilities Index ETF

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: 231223 (-8)

50% less funds holding in top 10

Funds holding in top 10: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$4.7M +$315K +5,762 +7%
CSIA
27
Conrad Siegel Investment Advisors
Pennsylvania
$4.22M +$18.7K +343 +0.5%
RCYC
28
Richard C. Young & Co
Rhode Island
$4.16M -$52.2K -956 -1%
UBS Group
29
UBS Group
Switzerland
$4.13M -$730K -13,374 -15%
SPIA
30
Steward Partners Investment Advisory
New York
$4.03M +$323K +5,912 +9%
NA
31
NewEdge Advisors
Louisiana
$3.65M +$710 +13 +0%
LIA
32
LifePlan Investment Advisors
North Carolina
$3.41M +$89.4K +1,638 +3%
TIA
33
Traphagen Investment Advisors
New Jersey
$3.4M -$359K -6,569 -10%
WA
34
Waverly Advisors
Alabama
$3.26M -$232K -4,244 -7%
GWM
35
GSB Wealth Management
Connecticut
$3.25M +$160K +2,936 +5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$3.2M +$809K +14,817 +35%
BFA
37
Beaumont Financial Advisors
Massachusetts
$2.95M -$316K -5,785 -10%
SQA
38
Simon Quick Advisors
New Jersey
$2.89M +$49.1K +900 +2%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.88M +$2.34M +42,814 +522%
MWM
40
Maltin Wealth Management
New Jersey
$2.75M +$129K +2,363 +5%
DAS
41
Dynamic Advisor Solutions
Arizona
$2.7M +$236K +4,326 +10%
SFS
42
Sowell Financial Services
Arkansas
$2.69M -$242K -4,437 -9%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$2.63M +$2.54M +46,603 New
YWM
44
Yoder Wealth Management
California
$2.54M +$180K +3,294 +8%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$2.5M +$1.74M +31,934 +260%
Wells Fargo
46
Wells Fargo
California
$2.43M -$142K -2,594 -6%
BCI
47
Brinker Capital Investments
Pennsylvania
$2.3M +$279K +5,105 +14%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$2.17M +$382K +7,000 +22%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.92M -$74.4K -1,363 -4%
LA
50
Lifeworks Advisors
Michigan
$1.92M +$44.8K +821 +2%