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Fidelity MSCI Utilities Index ETF

207 hedge funds and large institutions have $855M invested in Fidelity MSCI Utilities Index ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
69
Reduced
74
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
101
Exchange Capital Management
Michigan
$484K -$10.2K -201 -2%
SCI
102
Stableford Capital II
Arizona
$459K +$8.1K +161 +2%
CC
103
Callan Capital
California
$457K
GWM
104
Geneos Wealth Management
Colorado
$445K +$233K +4,570 +110%
TRIA
105
Trail Ridge Investment Advisors
Colorado
$424K -$112K -2,197 -21%
FCA
106
FLC Capital Advisors
California
$414K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$409K -$1.73K -34 -0.4%
VC
108
Vicus Capital
Pennsylvania
$408K +$83.8K +1,645 +26%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$399K -$175K -3,438 -30%
CF
110
Claris Financial
Virginia
$385K
CFD
111
Creative Financial Designs
Indiana
$385K -$11.6K -227 -3%
AWM
112
Accel Wealth Management
Iowa
$384K -$5.45K -107 -1%
GFPC
113
Global Financial Private Client
Florida
$382K -$8.87K -174 -2%
GGS
114
Galvin Gaustad & Stein
Arizona
$372K -$261K -5,125 -41%
CWA
115
Centennial Wealth Advisory
Michigan
$362K +$28.8K +566 +9%
IFA
116
Independence Financial Advisors
New Hampshire
$360K +$360K +7,075 New
EIP
117
Ellis Investment Partners
Pennsylvania
$360K +$2.19K +43 +0.6%
QC
118
Quadrature Capital
United Kingdom
$358K +$358K +7,033 New
VWM
119
VCI Wealth Management
Missouri
$355K -$80.8K -1,585 -19%
BA
120
Ballew Advisors
Mississippi
$353K +$59.5K +1,205 +20%
WA
121
WBH Advisory
Maryland
$348K +$1.53K +30 +0.4%
William Blair & Company
122
William Blair & Company
Illinois
$330K +$764 +15 +0.2%
PJSIMP
123
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K -$327K -6,424 -51%
EAM
124
Everstar Asset Management
North Carolina
$311K
KPWM
125
KDK Private Wealth Management
Texas
$307K -$713 -14 -0.2%