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Fidelity MSCI Utilities Index ETF
FUTY

223 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Utilities Index ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 104 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $936M → $1.06B (+$120M)

0.67% more ownership

Funds ownership: 51.14% → 51.81% (+0.67%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

3% less funds holding

Funds holding: 231 → 223 (-8)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
223
Holders Change
-8
Holders Change %
-3.46%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
104
Reduced
57
Closed
29
Calls
$260K
Puts
–
Net Calls
+$260K
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.8M
2
IFA
Independence Financial Advisors
New Hampshire
+$10.1M
3
AWM
AE Wealth Management
Kansas
+$9.21M
4
NCM
Northside Capital Management
Oregon
+$6.24M
5
KWA
Kingswood Wealth Advisors
California
+$5.79M

Top Sellers

1
GF
Gimbal Financial
Indiana
-$8.88M
2
SCA
Southern Capital Advisors
Tennessee
-$2.65M
3
MWM
Modern Wealth Management
Kansas
-$2.14M
4
AIM
Archer Investment Management
Texas
-$1.87M
5
Goldman Sachs
Goldman Sachs
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
76
Beam Wealth Advisors
Louisiana
$895K -$1.86K -34 -0.2%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$888K -$316K -5,779 -27%
AAS
78
Ameritas Advisory Services
Nebraska
$878K -$337K -6,164 -28%
GVAG
79
Great Valley Advisor Group
Delaware
$860K +$832K +15,232 New
AWA
80
Arkadios Wealth Advisors
Georgia
$826K -$819 -15 -0.1%
LA
81
Lynch & Associates
Indiana
$822K +$51.7K +947 +7%
SSWM
82
Smith Salley Wealth Management
North Carolina
$762K -$5.57K -102 -0.8%
IAA
83
Independent Advisor Alliance
North Carolina
$753K +$113K +2,061 +18%
SEIA
84
Signature Estate & Investment Advisors
California
$740K -$4.21K -77 -0.6%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$735K -$12.9K -236 -2%
SS
86
Sunbelt Securities
Texas
$730K -$22K -402 -3%
BCM
87
Brookstone Capital Management
Illinois
$684K -$6.77K -124 -1%
FMN
88
Financial Management Network
California
$676K -$65.4K -1,198 -9%
MWM
89
Mascoma Wealth Management
New Hampshire
$653K +$109 +2 +0%
SCA
90
Snowden Capital Advisors
New York
$641K -$56.2K -1,030 -8%
DFG
91
Demars Financial Group
Washington
$630K -$6.88K -126 -1%
FHA
92
Flagship Harbor Advisors
Massachusetts
$624K +$12.3K +226 +2%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$617K +$146K +2,682 +34%
GFPC
94
Global Financial Private Client
Florida
$613K +$28.6K +523 +5%
DWP
95
Daymark Wealth Partners
Ohio
$601K +$582K +10,651 New
ANBT
96
American National Bank & Trust
Texas
$524K -$101K -1,849 -17%
AC
97
AlphaCore Capital
California
$522K +$55 +1 +0%
SCI
98
Stableford Capital II
Arizona
$513K -$2.4K -44 -0.5%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$495K +$148K +2,712 +44%
Citigroup
100
Citigroup
New York
$475K +$60.2K +1,102 +15%
2 3
4
5 6

FUTY Hedge Fund Activity: Q3 2025 in Review

223 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2025, worth a combined $1.06B — up 13% from $936M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FUTY and 27 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 104 added.

The largest buyer was Bank of America, adding an estimated $15.8M. The largest seller was Gimbal Financial, exiting entirely with an estimated $8.88M sold.

  • 223 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2025, down from 231 in Q2 2025.
  • Funds reported $1.06B of Fidelity MSCI Utilities Index ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 27 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2025 and 29 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2025 was Bank of America, an estimated $15.8M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2025 was Gimbal Financial, an estimated $8.88M sold.

Based on aggregated 13F filings for Q3 2025.