We are live on ! Find out more
FUTY icon

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
ANBT
101
American National Bank & Trust
Texas
$577K +$67K +1,170 +13%
TRCT
102
Tower Research Capital (TRC)
New York
$568K +$589K +10,292 New
VC
103
Vicus Capital
Pennsylvania
$554K +$340K +5,937 +145%
DFG
104
Demars Financial Group
Washington
$547K -$71.7K -1,253 -11%
Corient Private Wealth
105
Corient Private Wealth
Florida
$540K +$560K +9,772 New
IAA
106
Independent Advisor Alliance
North Carolina
$537K -$207K -3,623 -27%
SA
107
Sanctuary Advisors
Indiana
$526K +$227K +3,959 +71%
GVAG
108
Great Valley Advisor Group
Delaware
$511K -$342K -5,978 -39%
AC
109
AlphaCore Capital
California
$510K +$57 +1 +0%
Citigroup
110
Citigroup
New York
$495K +$32.2K +562 +7%
SCI
111
Stableford Capital II
Arizona
$489K -$12.5K -219 -2%
TRIA
112
Trail Ridge Investment Advisors
Colorado
$482K +$42.8K +748 +9%
MIM
113
Marshall Investment Management
Colorado
$476K +$61.1K +1,067 +14%
EFS
114
Essex Financial Services
Connecticut
$474K +$61.6K +1,076 +14%
FFA
115
Farther Finance Advisors
California
$469K +$23K +401 +5%
CFD
116
Creative Financial Designs
Indiana
$450K +$31.2K +545 +7%
FCA
117
FLC Capital Advisors
California
$449K -$2.92K -51 -0.6%
SA
118
Sovran Advisors
California
$442K +$20K +350 +5%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$436K -$6.24K -109 -1%
CF
120
Claris Financial
Virginia
$436K
CWA
121
Centennial Wealth Advisory
Michigan
$422K +$28.2K +492 +7%
AWM
122
Accel Wealth Management
Iowa
$422K +$2.12K +37 +0.5%
ZWA
123
Zinnia Wealth Advisory
Florida
$415K +$431K +7,524 New
MCC
124
Money Concepts Capital
Florida
$401K +$416K +7,271 New
JF
125
JSF Financial
California
$397K +$411K +7,186 New