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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
AAS
51
Avantax Advisory Services
Texas
$1.72M -$235K -4,574 -12%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$1.66M -$356K -6,926 -18%
SPC
53
Sigma Planning Corp
Michigan
$1.63M -$150K -2,921 -9%
FSC
54
Full Sail Capital
Oklahoma
$1.61M -$16.6K -322 -1%
HCA
55
Heck Capital Advisors
Wisconsin
$1.47M +$12.5K +244 +0.9%
CIAS
56
Capital Investment Advisory Services
North Carolina
$1.44M +$51.8K +1,007 +4%
SSW
57
Smith Shellnut Wilson
Mississippi
$1.27M +$34.5K +670 +3%
JWCA
58
J.W. Cole Advisors
Florida
$1.26M +$381K +7,406 +45%
JIP
59
Jaffetilchin Investment Partners
Florida
$1.26M -$3.39K -66 -0.3%
Stifel Financial
60
Stifel Financial
Missouri
$1.24M -$10.5K -204 -0.9%
IMC
61
Investment Management Corporation
Virginia
$1.21M +$1.18K +23 +0.1%
NL
62
NWAM LLC
Washington
$1.19M
Goldman Sachs
63
Goldman Sachs
New York
$1.19M +$606K +11,776 +109%
AAS
64
Ameritas Advisory Services
Nebraska
$1.14M +$14.7K +285 +1%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.13M +$346K +6,724 +45%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$1.09M +$222K +4,323 +26%
RA
67
RFG Advisory
Alabama
$1.02M +$268K +5,218 +37%
HI
68
Harbour Investments
Wisconsin
$977K +$19.9K +387 +2%
AWS
69
Atria Wealth Solutions
New York
$961K -$41.2K -801 -4%
EF
70
Elite Financial
Idaho
$935K -$62.3K -1,212 -7%
CGH
71
Crossmark Global Holdings
Texas
$909K
MA
72
Maxele Advisors
Missouri
$889K +$17.2K +334 +2%
AI
73
Axecap Investments
Ohio
$887K +$162K +3,145 +23%
OFS
74
OneAscent Financial Services
Alabama
$881K +$861K +16,745 New
PWA
75
Prairie Wealth Advisors
Nebraska
$879K +$15.8K +307 +2%

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.