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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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$840K -$120K -2,384 -13%
PWA
77
Prairie Wealth Advisors
Nebraska
$836K +$38K +755 +5%
IFG
78
Independent Financial Group
California
$814K -$31.2K -619 -4%
BWA
79
Beam Wealth Advisors
Louisiana
$812K -$81.3K -1,614 -9%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$806K -$2.77M -55,006 -78%
BBL
81
Beck Bode LLC
Massachusetts
$789K -$142K -2,825 -15%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$779K -$53.2K -1,056 -6%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$754K -$205K -4,079 -22%
PA
84
PFG Advisors
Arizona
$740K +$106K +2,098 +17%
RA
85
RFG Advisory
Alabama
$718K +$397K +7,886 +127%
ECA
86
Elevated Capital Advisors
Utah
$707K -$11K -219 -2%
AI
87
Axecap Investments
Ohio
$699K +$691K +13,723 New
SSWM
88
Smith Salley Wealth Management
North Carolina
$690K +$3.02K +60 +0.4%
MWM
89
Mascoma Wealth Management
New Hampshire
$683K +$192K +3,804 +40%
LA
90
Lynch & Associates
Indiana
$680K +$18.6K +369 +3%
SS
91
Sunbelt Securities
Texas
$666K -$13.1K -260 -2%
SCA
92
Snowden Capital Advisors
New York
$655K -$94K -1,865 -13%
Citadel Advisors
93
Citadel Advisors
Florida
$650K -$2.6M -51,607 -80%
SEIA
94
Signature Estate & Investment Advisors
California
$620K +$4.63K +92 +0.8%
GJIA
95
Glass Jacobson Investment Advisors
Maryland
$616K
FMN
96
Financial Management Network
California
$611K -$155K -3,081 -19%
TAP
97
Tounjian Advisory Partners
Florida
$609K +$602K +11,952 New
CW
98
CreativeOne Wealth
Kansas
$608K +$17.7K +352 +3%
Goldman Sachs
99
Goldman Sachs
New York
$549K -$1.05M -20,767 -66%
ANBT
100
American National Bank & Trust
Texas
$513K +$145K +2,879 +40%

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.