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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
3.12%
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
QC
26
Quadrature Capital
United Kingdom
$5.4M +$5.6M +97,850 New
UBS Group
27
UBS Group
Switzerland
$5.39M +$1.4M +24,536 +34%
SM
28
Sweeney & Michel
California
$5.13M +$284K +4,954 +6%
VA
29
Valmark Advisers
Ohio
$5.03M -$48.2K -841 -0.9%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$4.15M +$1.38M +24,055 +47%
RCYC
31
Richard C. Young & Co
Rhode Island
$4.04M -$23.3K -407 -0.6%
EC
32
Estate Counselors
Wisconsin
$4.03M -$11.2M -196,120 -73%
SPIA
33
Steward Partners Investment Advisory
New York
$3.95M +$8.42K +147 +0.2%
CSIA
34
Conrad Siegel Investment Advisors
Pennsylvania
$3.91M -$221K -3,851 -5%
NA
35
NewEdge Advisors
Louisiana
$3.8M +$241K +4,212 +7%
TIA
36
Traphagen Investment Advisors
New Jersey
$3.78M +$474K +8,270 +14%
LIA
37
LifePlan Investment Advisors
North Carolina
$3.37M +$39.3K +686 +1%
MWM
38
Maltin Wealth Management
New Jersey
$3.13M +$456K +7,968 +16%
GWM
39
GSB Wealth Management
Connecticut
$3.04M -$142K -2,484 -4%
SPC
40
Sigma Planning Corp
Michigan
$3.02M +$631K +11,013 +34%
Wells Fargo
41
Wells Fargo
California
$2.99M +$637K +11,118 +26%
BFA
42
Beaumont Financial Advisors
Massachusetts
$2.88M -$2K -35 -0.1%
SQA
43
Simon Quick Advisors
New Jersey
$2.82M -$3.61K -63 -0.1%
YWM
44
Yoder Wealth Management
California
$2.66M +$189K +3,308 +7%
TFS
45
Targeted Financial Services
Florida
$2.65M +$2.75M +48,008 New
BCI
46
Brinker Capital Investments
Pennsylvania
$2.45M +$206K +3,590 +9%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$2.29M -$159K -2,783 -6%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$2.26M +$142K +2,488 +6%
LA
49
Lifeworks Advisors
Michigan
$2.09M +$223K +3,890 +11%
MML Investors Services
50
MML Investors Services
Massachusetts
$2.02M +$143K +2,495 +7%