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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
AIM
51
Archer Investment Management
Texas
$1.76M -$97.4K -1,933 -5%
SPC
52
Sigma Planning Corp
Michigan
$1.72M +$340K +6,757 +25%
LA
53
Lifeworks Advisors
Michigan
$1.71M +$155K +3,085 +10%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.7M -$8.77K -174 -0.5%
OPS
55
Orion Portfolio Solutions
Nebraska
$1.7M -$8.77K -174 -0.5%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$1.6M -$1.1M -21,920 -41%
FSC
57
Full Sail Capital
Oklahoma
$1.57M -$48.8K -969 -3%
HCA
58
Heck Capital Advisors
Wisconsin
$1.41M +$802K +15,926 +135%
CIAS
59
Capital Investment Advisory Services
North Carolina
$1.35M +$44.3K +879 +3%
JIP
60
Jaffetilchin Investment Partners
Florida
$1.22M +$10.9K +216 +0.9%
Stifel Financial
61
Stifel Financial
Missouri
$1.21M -$66.4K -1,318 -5%
SSW
62
Smith Shellnut Wilson
Mississippi
$1.2M -$23.9K -475 -2%
IMC
63
Investment Management Corporation
Virginia
$1.17M -$26.1K -518 -2%
PAG
64
Private Advisor Group
New Jersey
$1.13M -$28.9K -573 -3%
PWA
65
Primoris Wealth Advisors
Florida
$1.12M -$1.38M -27,300 -55%
NL
66
NWAM LLC
Washington
$1.1M +$11.1K +221 +1%
AAS
67
Ameritas Advisory Services
Nebraska
$1.06M +$60.7K +1,205 +6%
QAM
68
Q3 Asset Management
Michigan
$999K +$764K +15,159 +340%
AWS
69
Atria Wealth Solutions
New York
$970K +$56K +1,112 +6%
HI
70
Harbour Investments
Wisconsin
$926K +$59.7K +1,185 +7%
EF
71
Elite Financial
Idaho
$909K -$60.5K -1,200 -6%
Mariner
72
Mariner
Kansas
$895K +$464K +9,207 +110%
CGH
73
Crossmark Global Holdings
Texas
$879K +$870K +17,277 New
JWCA
74
J.W. Cole Advisors
Florida
$845K -$168K -3,327 -17%
MA
75
Maxele Advisors
Missouri
$844K +$16.6K +329 +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.