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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
GFPC
101
Global Financial Private Client
Florida
$660K +$12.1K +209 +2%
ANBT
102
American National Bank & Trust
Texas
$643K +$25K +431 +4%
BCM
103
Brookstone Capital Management
Illinois
$636K -$37.2K -641 -6%
FHA
104
Flagship Harbor Advisors
Massachusetts
$611K -$37.8K -652 -6%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$603K +$317K +5,473 +116%
VC
106
Vicus Capital
Pennsylvania
$597K +$4.64K +80 +0.8%
DFG
107
Demars Financial Group
Washington
$584K -$870 -15 -0.2%
SA
108
Sovran Advisors
California
$584K +$108K +1,870 +24%
GVAG
109
Great Valley Advisor Group
Delaware
$576K +$28.3K +489 +5%
SA
110
Sanctuary Advisors
Indiana
$548K -$13.7K -236 -2%
AC
111
AlphaCore Capital
California
$546K +$116 +2 +0%
CFD
112
Creative Financial Designs
Indiana
$531K +$48.2K +831 +10%
CWA
113
Centennial Wealth Advisory
Michigan
$516K +$63.4K +1,093 +14%
JP Morgan Chase
114
JP Morgan Chase
New York
$513K +$377K +6,498 +299%
TRIA
115
Trail Ridge Investment Advisors
Colorado
$497K -$19.1K -329 -4%
ASN
116
Advisory Services Network
Georgia
$489K +$114K +1,968 +31%
FCA
117
FLC Capital Advisors
California
$480K
SCI
118
Stableford Capital II
Arizona
$477K -$45.9K -792 -9%
CF
119
Claris Financial
Virginia
$466K
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$465K -$1.8K -31 -0.4%
EGM
121
Engineers Gate Manager
New York
$464K +$456K +7,860 New
JE
122
Jacobs Equity
Utah
$458K +$101K +1,744 +29%
TFA
123
Transamerica Financial Advisors
Florida
$457K +$307K +5,294 +216%
EIP
124
Ellis Investment Partners
Pennsylvania
$444K +$19.8K +342 +5%
AFM
125
Aspetuck Financial Management
Connecticut
$428K +$84.6K +1,460 +25%