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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
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$4.48M +$48.2K +832 +1%
SPIA
27
Steward Partners Investment Advisory
New York
$4.44M +$211K +3,637 +5%
NA
28
NewEdge Advisors
Louisiana
$4.36M +$284K +4,901 +7%
RCYC
29
Richard C. Young & Co
Rhode Island
$4.35M +$27.3K +471 +0.6%
MWM
30
Maltin Wealth Management
New Jersey
$4.21M +$840K +14,498 +26%
KWA
31
Kingswood Wealth Advisors
California
$3.87M -$4.95M -85,359 -57%
UBS Group
32
UBS Group
Switzerland
$3.86M -$1.88M -32,356 -33%
Wells Fargo
33
Wells Fargo
California
$3.55M +$345K +5,957 +11%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$3.51M -$2.38M -40,987 -41%
LIA
35
LifePlan Investment Advisors
North Carolina
$3.5M -$101K -1,749 -3%
TFS
36
Targeted Financial Services
Florida
$3.37M +$528K +9,110 +19%
GWM
37
GSB Wealth Management
Connecticut
$3.3M +$43.9K +758 +1%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$3.3M +$834K +14,392 +35%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$3.23M +$1.84M +31,686 +138%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$3.21M +$776K +13,386 +33%
BFA
41
Beaumont Financial Advisors
Massachusetts
$3.15M +$67.2K +1,159 +2%
SQA
42
Simon Quick Advisors
New Jersey
$3.09M +$71.2K +1,228 +2%
YWM
43
Yoder Wealth Management
California
$2.84M -$11.9K -206 -0.4%
EC
44
Estate Counselors
Wisconsin
$2.79M -$1.49M -25,775 -35%
SPC
45
Sigma Planning Corp
Michigan
$2.58M +$39.2K +677 +2%
WAAG
46
Wealth Alliance Advisory Group
Kansas
$2.51M +$366K +6,310 +17%
LA
47
Lifeworks Advisors
Michigan
$2.4M +$161K +2,769 +7%
BCI
48
Brinker Capital Investments
Pennsylvania
$2.16M -$445K -7,681 -17%
Stifel Financial
49
Stifel Financial
Missouri
$2.12M +$192K +3,312 +10%
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$1.97M -$7.96M -137,363 -80%