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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
IFG
76
Independent Financial Group
California
$852K +$11.4K +222 +1%
TRCT
77
Tower Research Capital (TRC)
New York
$843K +$824K +16,031 New
BWA
78
Beam Wealth Advisors
Louisiana
$835K -$3.14K -61 -0.4%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$827K -$806K -15,679 -50%
CW
80
CreativeOne Wealth
Kansas
$792K +$161K +3,129 +26%
AWA
81
Arkadios Wealth Advisors
Georgia
$770K -$3.53M -68,706 -82%
EA
82
Emerald Advisors
Washington
$732K +$716K +13,915 New
WSFS
83
Wilmington Savings Fund Society
Delaware
$717K +$188K +3,655 +37%
LA
84
Lynch & Associates
Indiana
$716K +$13.5K +262 +2%
SSWM
85
Smith Salley Wealth Management
North Carolina
$715K +$3.34K +65 +0.5%
ECA
86
Elevated Capital Advisors
Utah
$707K
CWM
87
Congress Wealth Management
Massachusetts
$704K +$688K +13,380 New
GJIA
88
Glass Jacobson Investment Advisors
Maryland
$697K +$31.3K +608 +5%
SEIA
89
Signature Estate & Investment Advisors
California
$693K +$51.6K +1,003 +8%
FMN
90
Financial Management Network
California
$678K -$1.03K -20 -0.2%
PAG
91
Private Advisor Group
New Jersey
$652K -$502K -9,766 -44%
SCA
92
Snowden Capital Advisors
New York
$651K -$24.3K -473 -4%
SS
93
Sunbelt Securities
Texas
$650K +$13.4K +260 +2%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$645K -$156K -3,033 -20%
BCM
95
Brookstone Capital Management
Illinois
$644K -$3.61M -70,288 -85%
MWM
96
Mascoma Wealth Management
New Hampshire
$608K -$94.2K -1,832 -14%
DFG
97
Demars Financial Group
Washington
$594K -$29M -563,113 -98%
IAA
98
Independent Advisor Alliance
North Carolina
$593K +$580K +11,279 New
TAP
99
Tounjian Advisory Partners
Florida
$590K -$19.3K -376 -3%
ANBT
100
American National Bank & Trust
Texas
$586K +$55K +1,070 +11%

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.