We are live on ! Find out more
FUTY icon

Fidelity MSCI Utilities Index ETF

256 hedge funds and large institutions have $1.2B invested in Fidelity MSCI Utilities Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 70

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $1.11B → $1.2B (+$96.2M)

0% more funds holding

Funds holding: 256256 (0)

1.8% less ownership

Funds ownership: 51.52%49.72% (-1.8%)

Holders
256
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
105
Reduced
70
Closed
37
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
NS
76
NBC Securities
Alabama
$1.01M +$973K +16,785 +4,360%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$969K +$206K +3,559 +27%
GJIA
78
Glass Jacobson Investment Advisors
Maryland
$933K +$68.3K +1,178 +8%
AWA
79
Arkadios Wealth Advisors
Georgia
$903K -$5.04K -87 -0.6%
LA
80
Lynch & Associates
Indiana
$889K +$44.1K +761 +5%
AAS
81
Ameritas Advisory Services
Nebraska
$880K -$116 -2 -0%
MCC
82
Money Concepts Capital
Florida
$847K +$409K +7,062 +97%
SSWM
83
Smith Salley Wealth Management
North Carolina
$805K +$9.86K +170 +1%
CW
84
CreativeOne Wealth
Kansas
$803K -$184K -3,171 -19%
SC
85
Sykon Capital
New York
$780K +$766K +13,210 New
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$779K -$24.2K -417 -3%
BWA
87
Beam Wealth Advisors
Louisiana
$773K -$96.3K -1,661 -11%
MWM
88
Modern Wealth Management
Kansas
$771K -$270K -4,663 -26%
SS
89
Sunbelt Securities
Texas
$769K +$3.42K +59 +0.5%
SEIA
90
Signature Estate & Investment Advisors
California
$752K -$24.2K -418 -3%
WWM
91
Western Wealth Management
Colorado
$734K +$389K +6,716 +118%
FMN
92
Financial Management Network
California
$727K -$17.3K -299 -2%
PA
93
PFG Advisors
Arizona
$705K -$425K -7,335 -38%
KA
94
Kovack Advisors
Florida
$704K +$690K +11,908 New
DWP
95
Daymark Wealth Partners
Ohio
$702K +$46.4K +800 +7%
Jane Street
96
Jane Street
New York
$689K -$236K -4,064 -26%
MFG
97
Merit Financial Group
Georgia
$683K +$670K +11,559 New
Citigroup
98
Citigroup
New York
$681K +$148K +2,560 +29%
SCA
99
Snowden Capital Advisors
New York
$677K -$9.56K -165 -1%
MWM
100
Mascoma Wealth Management
New Hampshire
$670K -$377K -6,496 -36%