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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
CIAS
51
Capital Investment Advisory Services
North Carolina
$1.95M +$163K +2,806 +9%
HPWM
52
High Point Wealth Management
New Jersey
$1.84M +$166K +2,860 +10%
BA
53
Bellwether Advisors
Nebraska
$1.8M +$1.77M +30,473 New
ACA
54
Atlas Capital Advisors
Wyoming
$1.71M +$348K +6,009 +26%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1.68M +$286K +4,936 +21%
Two Sigma Investments
56
Two Sigma Investments
New York
$1.65M +$1.62M +27,900 New
HI
57
Harbour Investments
Wisconsin
$1.61M +$381K +6,577 +32%
AAP
58
Arax Advisory Partners
Colorado
$1.6M +$25.4K +439 +2%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.53M -$615K -10,617 -29%
ECA
60
Elevated Capital Advisors
Utah
$1.52M -$128K -2,216 -8%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.46M +$211K +3,640 +17%
JIP
62
Jaffetilchin Investment Partners
Florida
$1.42M -$34.8K -600 -2%
IMC
63
Investment Management Corporation
Virginia
$1.4M +$36.5K +629 +3%
NL
64
NWAM LLC
Washington
$1.31M +$3.88K +67 +0.3%
IFG
65
Independent Financial Group
California
$1.29M +$26.5K +457 +2%
EA
66
Emerald Advisors
Washington
$1.28M +$202K +3,480 +19%
IAA
67
Independent Advisor Alliance
North Carolina
$1.2M +$613K +10,568 +109%
RBFC
68
Roman Butler Fullerton & Co
Missouri
$1.18M +$2.96K +51 +0.3%
OFS
69
OneAscent Financial Services
Alabama
$1.17M +$52.3K +902 +5%
FFA
70
Farther Finance Advisors
California
$1.17M +$646K +11,139 +131%
DAS
71
Dynamic Advisor Solutions
Arizona
$1.16M +$53.3K +919 +5%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$1.09M -$94.5K -1,630 -8%
PAS
73
Park Avenue Securities
New York
$1.05M +$24.8K +427 +2%
EF
74
Elite Financial
Idaho
$1.05M +$24.6K +425 +2%
PWA
75
Prairie Wealth Advisors
Nebraska
$1.01M