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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

227 hedge funds and large institutions have $917M invested in Fidelity MSCI Utilities Index ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
41
Increased
92
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$18.6M
2
EC
2
Estate Counselors
Wisconsin
$14.1M
3
Bank of America
3
Bank of America
North Carolina
$463M
4
GF
4
Gimbal Financial
Indiana
$8.88M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$10.6M

Top Sellers

1
DFG
1
Demars Financial Group
Washington
$594K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20.2M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$8.54M
5
ASN
5
Advisory Services Network
Georgia
$289K
Name Market Value Shares Shares
Change 		Shares
Change %
BA
126
Ballew Advisors
Mississippi
$346K 6,562 -589 -8%
William Blair & Company
127
William Blair & Company
Illinois
$327K 6,222 -264 -4%
SA
128
Sovran Advisors
California
$327K 6,247 +600 +11%
EAM
129
Everstar Asset Management
North Carolina
$321K 6,100 – –
Jones Financial Companies
130
Jones Financial Companies
Missouri
$320K 6,110 +3,220 +111%
PJSIMP
131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$320K 6,077 -126 -2%
KPWM
132
KDK Private Wealth Management
Texas
$304K 5,777 -244 -4%
ARC
133
Advisor Resource Council
Texas
$298K 5,660 +5,660 New
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$296K 5,632 -105 -2%
KWM
135
Kingsview Wealth Management
Oregon
$291K 5,540 +87 +2%
MFG
136
MidWestOne Financial Group
Iowa
$289K 5,500 – –
ASN
137
Advisory Services Network
Georgia
$289K 5,235 -79,376 -94%
RF
138
Rossby Financial
Florida
$283K 5,388 +5,388 New
Citadel Advisors
139
Citadel Advisors
Florida
$263K 4,992 -7,766 -61%
BWM
140
BKM Wealth Management
Wisconsin
$261K 4,960 – –
FA
141
Fortis Advisors
Pennsylvania
$260K 4,943 +13 +0.3%
PFA
142
Pathway Financial Advisers
Indiana
$258K 4,898 +179 +4%
SHIM
143
Stone House Investment Management
Pennsylvania
$253K 4,815 +4,815 New
AT
144
Avalon Trust
New Mexico
$242K 4,600 +4,600 New
AFM
145
Aspetuck Financial Management
Connecticut
$236K 4,485 +4,485 New
SF
146
Summit Financial
New Jersey
$231K 4,397 -489 -10%
PWM
147
Penobscot Wealth Management
Maine
$231K 4,382 +37 +0.9%
DBRC
148
D.B. Root & Company
Pennsylvania
$230K 4,377 – –
DADC
149
D.A. Davidson & Co
Montana
$227K 4,308 +362 +9%
GWM
150
Geneos Wealth Management
Colorado
$226K 4,297 -4,433 -51%
4 5
6
7 8