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Fidelity MSCI Utilities Index ETF

256 hedge funds and large institutions have $1.11B invested in Fidelity MSCI Utilities Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

78% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 60

15% more funds holding

Funds holding: 223256 (+33)

5% more capital invested

Capital invested by funds: $1.06B → $1.11B (+$52.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 51.81%51.52% (-0.3%)

Holders
256
Holders Change
+33
Holders Change %
+14.8%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
107
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Axecap Investments
Ohio
$999K +$54.4K +950 +6%
MWM
77
Mascoma Wealth Management
New Hampshire
$985K +$360K +6,279 +54%
JWCA
78
J.W. Cole Advisors
Florida
$983K +$5.73K +100 +0.4%
MWM
79
Modern Wealth Management
Kansas
$974K -$474K -8,284 -32%
PAS
80
Park Avenue Securities
New York
$960K +$787K +13,738 +377%
EF
81
Elite Financial
Idaho
$957K
PWA
82
Prairie Wealth Advisors
Nebraska
$932K -$946K -16,518 Closed
CW
83
CreativeOne Wealth
Kansas
$926K -$3.38K -59 -0.4%
Jane Street
84
Jane Street
New York
$869K +$901K +15,728 New
AWA
85
Arkadios Wealth Advisors
Georgia
$849K +$42.3K +738 +5%
AAS
86
Ameritas Advisory Services
Nebraska
$822K -$37.3K -651 -4%
BWA
87
Beam Wealth Advisors
Louisiana
$815K -$62.8K -1,096 -7%
GJIA
88
Glass Jacobson Investment Advisors
Maryland
$807K +$91.9K +1,605 +12%
LA
89
Lynch & Associates
Indiana
$789K -$15.5K -270 -2%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$748K +$164K +2,863 +27%
SSWM
91
Smith Salley Wealth Management
North Carolina
$744K -$1.83K -32 -0.2%
SEIA
92
Signature Estate & Investment Advisors
California
$726K +$2.98K +52 +0.4%
SS
93
Sunbelt Securities
Texas
$716K +$2.23K +39 +0.3%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$715K +$236K +4,121 +47%
FMN
95
Financial Management Network
California
$685K +$35.1K +613 +5%
SCA
96
Snowden Capital Advisors
New York
$642K +$15.9K +277 +2%
BCM
97
Brookstone Capital Management
Illinois
$630K -$40.7K -710 -6%
DWP
98
Daymark Wealth Partners
Ohio
$612K +$24.9K +435 +4%
FHA
99
Flagship Harbor Advisors
Massachusetts
$607K -$3.32K -58 -0.5%
GFPC
100
Global Financial Private Client
Florida
$606K +$6.99K +122 +1%