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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
SPC
51
Sigma Planning Corp
Michigan
$1.81M +$58.4K +1,070 +3%
FSC
52
Full Sail Capital
Oklahoma
$1.68M -$41.9K -768 -3%
CIAS
53
Capital Investment Advisory Services
North Carolina
$1.63M +$72.8K +1,333 +5%
PWA
54
Primoris Wealth Advisors
Florida
$1.62M -$969K -17,750 -38%
HCA
55
Heck Capital Advisors
Wisconsin
$1.59M +$15.6K +286 +1%
Stifel Financial
56
Stifel Financial
Missouri
$1.56M +$224K +4,097 +17%
MWM
57
Modern Wealth Management
Kansas
$1.46M -$2.14M -39,272 -60%
JWCA
58
J.W. Cole Advisors
Florida
$1.41M +$50.3K +922 +4%
JIP
59
Jaffetilchin Investment Partners
Florida
$1.37M +$17K +312 +1%
IMC
60
Investment Management Corporation
Virginia
$1.32M +$22.7K +415 +2%
NL
61
NWAM LLC
Washington
$1.31M +$31K +567 +3%
RBFC
62
Roman Butler Fullerton & Co
Missouri
$1.17M +$1.1M +20,127 New
ECA
63
Elevated Capital Advisors
Utah
$1.13M +$335K +6,134 +44%
HI
64
Harbour Investments
Wisconsin
$1.08M +$34.4K +630 +3%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.08M -$94.7K -1,735 -8%
MA
66
Maxele Advisors
Missouri
$1.07M +$113K +2,073 +12%
OFS
67
OneAscent Financial Services
Alabama
$1.06M +$113K +2,077 +12%
PA
68
PFG Advisors
Arizona
$1.03M +$993K +18,184 New
EF
69
Elite Financial
Idaho
$1M +$38.2K +700 +4%
IFG
70
Independent Financial Group
California
$976K +$59.2K +1,084 +7%
CGH
71
Crossmark Global Holdings
Texas
$975K
AI
72
Axecap Investments
Ohio
$968K +$14.5K +266 +2%
CW
73
CreativeOne Wealth
Kansas
$950K +$96.1K +1,760 +12%
PWA
74
Prairie Wealth Advisors
Nebraska
$933K -$10.5K -193 -1%
EA
75
Emerald Advisors
Washington
$919K +$129K +2,364 +17%