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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
FCA
101
FLC Capital Advisors
California
$462K +$2.79K +51 +0.6%
FFA
102
Farther Finance Advisors
California
$457K +$416K +7,611 +1,569%
BBL
103
Beck Bode LLC
Massachusetts
$455K -$103K -1,892 -19%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$452K +$1.09K +20 +0.3%
TRIA
105
Trail Ridge Investment Advisors
Colorado
$451K +$1.64K +30 +0.4%
CF
106
Claris Financial
Virginia
$446K – – –
SA
107
Sovran Advisors
California
$432K +$65.5K +1,200 +19%
CFD
108
Creative Financial Designs
Indiana
$430K -$1.64K -30 -0.4%
AWM
109
Accel Wealth Management
Iowa
$429K +$1.04K +19 +0.3%
MIM
110
Marshall Investment Management
Colorado
$426K +$412K +7,545 New
EFS
111
Essex Financial Services
Connecticut
$424K -$72K -1,319 -15%
CWA
112
Centennial Wealth Advisory
Michigan
$404K +$28.2K +516 +8%
EIP
113
Ellis Investment Partners
Pennsylvania
$404K +$2.18K +40 +0.6%
GGS
114
Galvin Gaustad & Stein
Arizona
$395K – – –
RPC
115
Rossmore Private Capital
Connecticut
$390K +$377K +6,899 New
WA
116
WBH Advisory
Maryland
$389K +$218 +4 +0.1%
BA
117
Ballew Advisors
Mississippi
$371K -$17K -311 -5%
VWM
118
VCI Wealth Management
Missouri
$370K -$51.8K -948 -13%
William Blair & Company
119
William Blair & Company
Illinois
$352K +$601 +11 +0.2%
Renaissance Technologies
120
Renaissance Technologies
New York
$350K -$262K -4,800 -44%
EAM
121
Everstar Asset Management
North Carolina
$344K – – –
TAP
122
Tounjian Advisory Partners
Florida
$341K -$302K -5,532 -48%
SSW
123
Smith Shellnut Wilson
Mississippi
$340K -$993K -18,188 -75%
AFM
124
Aspetuck Financial Management
Connecticut
$324K +$68.3K +1,250 +28%
TCM
125
Traynor Capital Management
Pennsylvania
$322K +$311K +5,700 New
3 4
5
6 7

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.