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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
WAAG
51
Wealth Alliance Advisory Group
Kansas
$2M +$2.07M +36,148 New
Stifel Financial
52
Stifel Financial
Missouri
$1.8M +$285K +4,972 +18%
M1FG
53
Mach-1 Financial Group
Arkansas
$1.73M +$1.79M +31,318 New
CIAS
54
Capital Investment Advisory Services
North Carolina
$1.66M +$77.7K +1,357 +5%
PWA
55
Primoris Wealth Advisors
Florida
$1.58M
HPWM
56
High Point Wealth Management
New Jersey
$1.57M +$1.62M +28,368 New
ECA
57
Elevated Capital Advisors
Utah
$1.54M +$453K +7,905 +39%
HCA
58
Heck Capital Advisors
Wisconsin
$1.54M -$18.4K -322 -1%
AAP
59
Arax Advisory Partners
Colorado
$1.47M +$1.52M +26,627 New
JIP
60
Jaffetilchin Investment Partners
Florida
$1.36M +$21.9K +382 +2%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$1.3M +$443K +7,738 +49%
IMC
62
Investment Management Corporation
Virginia
$1.27M -$20.9K -365 -2%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$1.27M +$1.11M +19,340 +540%
ACA
64
Atlas Capital Advisors
Wyoming
$1.27M +$1.31M +22,910 New
MA
65
Maxele Advisors
Missouri
$1.25M +$213K +3,724 +20%
NL
66
NWAM LLC
Washington
$1.23M
IFG
67
Independent Financial Group
California
$1.18M +$232K +4,048 +23%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.17M -$2.04M -35,583 -63%
HI
69
Harbour Investments
Wisconsin
$1.15M +$88.5K +1,545 +8%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$1.11M +$58.1K +1,014 +5%
RBFC
71
Roman Butler Fullerton & Co
Missouri
$1.08M -$37.3K -651 -3%
PA
72
PFG Advisors
Arizona
$1.06M +$61.8K +1,080 +6%
OFS
73
OneAscent Financial Services
Alabama
$1.05M +$8.7K +152 +0.8%
DAS
74
Dynamic Advisor Solutions
Arizona
$1.03M -$1.66M -29,031 -61%
EA
75
Emerald Advisors
Washington
$1.01M +$113K +1,982 +12%