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Fidelity MSCI Utilities Index ETF

227 hedge funds and large institutions have $917M invested in Fidelity MSCI Utilities Index ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% 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
92
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
$843K +$843K +16,031 New
BWA
77
Beam Wealth Advisors
Louisiana
$835K -$3.21K -61 -0.4%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$827K -$825K -15,679 -50%
CW
79
CreativeOne Wealth
Kansas
$792K +$165K +3,129 +26%
AWA
80
Arkadios Wealth Advisors
Georgia
$770K -$3.61M -68,706 -82%
EA
81
Emerald Advisors
Washington
$732K +$732K +13,915 New
WSFS
82
Wilmington Savings Fund Society
Delaware
$717K +$192K +3,655 +37%
LA
83
Lynch & Associates
Indiana
$716K +$13.8K +262 +2%
SSWM
84
Smith Salley Wealth Management
North Carolina
$715K +$3.42K +65 +0.5%
ECA
85
Elevated Capital Advisors
Utah
$707K
CWM
86
Congress Wealth Management
Massachusetts
$704K +$704K +13,380 New
GJIA
87
Glass Jacobson Investment Advisors
Maryland
$697K +$32K +608 +5%
SEIA
88
Signature Estate & Investment Advisors
California
$693K +$52.8K +1,003 +8%
FMN
89
Financial Management Network
California
$678K -$1.06K -20 -0.2%
PAG
90
Private Advisor Group
New Jersey
$652K -$514K -9,766 -44%
SCA
91
Snowden Capital Advisors
New York
$651K -$24.9K -473 -4%
SS
92
Sunbelt Securities
Texas
$650K +$12.7K +260 +2%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$645K -$160K -3,033 -20%
BCM
94
Brookstone Capital Management
Illinois
$644K -$3.7M -70,288 -85%
MWM
95
Mascoma Wealth Management
New Hampshire
$608K -$96.4K -1,832 -14%
DFG
96
Demars Financial Group
Washington
$594K -$29.6M -563,113 -98%
IAA
97
Independent Advisor Alliance
North Carolina
$593K +$593K +11,279 New
TAP
98
Tounjian Advisory Partners
Florida
$590K -$19.2K -376 -3%
ANBT
99
American National Bank & Trust
Texas
$586K +$56.3K +1,070 +11%
Renaissance Technologies
100
Renaissance Technologies
New York
$579K +$579K +11,000 New