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Fidelity MSCI Utilities Index ETF

210 hedge funds and large institutions have $857M invested in Fidelity MSCI Utilities Index ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $816M → $857M (+$40.8M)

0.94% more ownership

Funds ownership: 50.96%51.9% (+0.94%)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

1% less funds holding

Funds holding: 213210 (-3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
70
Reduced
76
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
101
Wilmington Savings Fund Society
Delaware
$508K +$429K +8,506 +582%
GS
102
GTS Securities
New York
$503K -$365K -7,247 -42%
ECM
103
Exchange Capital Management
Michigan
$484K -$10.1K -201 -2%
SCI
104
Stableford Capital II
Arizona
$459K +$8.11K +161 +2%
CC
105
Callan Capital
California
$457K
GWM
106
Geneos Wealth Management
Colorado
$445K +$230K +4,570 +110%
TRIA
107
Trail Ridge Investment Advisors
Colorado
$424K -$111K -2,197 -21%
FCA
108
FLC Capital Advisors
California
$414K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$409K -$1.71K -34 -0.4%
VC
110
Vicus Capital
Pennsylvania
$408K +$82.9K +1,645 +26%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$399K -$173K -3,438 -30%
CF
112
Claris Financial
Virginia
$385K
CFD
113
Creative Financial Designs
Indiana
$385K -$11.4K -227 -3%
AWM
114
Accel Wealth Management
Iowa
$384K -$5.39K -107 -1%
GFPC
115
Global Financial Private Client
Florida
$382K -$8.77K -174 -2%
GGS
116
Galvin Gaustad & Stein
Arizona
$372K -$258K -5,125 -41%
CWA
117
Centennial Wealth Advisory
Michigan
$362K +$28.5K +566 +9%
IFA
118
Independence Financial Advisors
New Hampshire
$360K +$356K +7,075 New
EIP
119
Ellis Investment Partners
Pennsylvania
$360K +$2.17K +43 +0.6%
QC
120
Quadrature Capital
United Kingdom
$358K +$354K +7,033 New
VWM
121
VCI Wealth Management
Missouri
$355K -$79.8K -1,585 -19%
BA
122
Ballew Advisors
Mississippi
$353K +$60.7K +1,205 +20%
WA
123
WBH Advisory
Maryland
$348K +$1.51K +30 +0.4%
William Blair & Company
124
William Blair & Company
Illinois
$330K +$756 +15 +0.2%
PJSIMP
125
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K -$324K -6,424 -51%

FUTY Hedge Fund Activity: Q1 2025 in Review

210 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2025, worth a combined $857M — up 5% from $816M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FUTY and 23 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 70 added.

The largest buyer was Osaic Holdings, adding an estimated $12M. The largest seller was Aptus Capital Advisors, cutting an estimated $13.7M.

  • 210 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2025, down from 213 in Q4 2024.
  • Funds reported $857M of Fidelity MSCI Utilities Index ETF stock for Q1 2025, up 5% quarter-over-quarter.
  • 23 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2025 and 24 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2025 was Osaic Holdings, an estimated $12M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q1 2025 was Aptus Capital Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2025.