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Fidelity MSCI Utilities Index ETF
FUTY

Overview Fund Activity

207 hedge funds and large institutions have $855M invested in Fidelity MSCI Utilities Index ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
69
Reduced
74
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$29.5M
2
AWM
AE Wealth Management
Kansas
$44.4M
3
AWA
Arkadios Wealth Advisors
Georgia
$4.25M
4
Morgan Stanley
Morgan Stanley
New York
$15.3M
5
LPL Financial
LPL Financial
California
$27.5M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$879
2
Bank of America
Bank of America
North Carolina
$439M
3
Two Sigma Investments
Two Sigma Investments
New York
$5.65M
4
UBS Group
UBS Group
Switzerland
$3.49M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$806K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$292K -$6.36K -125 -2%
SA
127
Sovran Advisors
California
$284K +$30.2K +600 +12%
SPIA
128
Steward Partners Investment Advisory
New York
$281K -$12.2K -239 -4%
MFG
129
MidWestOne Financial Group
Iowa
$280K – – –
KWM
130
Kingsview Wealth Management
Oregon
$278K -$67.8K -1,331 -20%
SFS
131
Sowell Financial Services
Arkansas
$265K +$265K +5,207 New
BWM
132
BKM Wealth Management
Wisconsin
$253K – – –
FA
133
Fortis Advisors
Pennsylvania
$251K -$56.8K -1,115 -18%
SF
134
Summit Financial
New Jersey
$249K -$510 -10 -0.2%
FHA
135
Flagship Harbor Advisors
Massachusetts
$244K +$244K +4,792 New
PFA
136
Pathway Financial Advisers
Indiana
$240K -$9.58K -188 -4%
KPWS
137
Kestra Private Wealth Services
Texas
$238K +$238K +4,663 New
Citigroup
138
Citigroup
New York
$237K +$46.5K +912 +24%
DBRC
139
D.B. Root & Company
Pennsylvania
$223K – – –
PWM
140
Penobscot Wealth Management
Maine
$221K +$221K +4,345 New
DADC
141
D.A. Davidson & Co
Montana
$201K +$201K +3,946 New
CI
142
CX Institutional
Indiana
$188K +$188K +3,697 New
RL
143
Rogco LP
Oklahoma
$178K – – –
Comerica Bank
144
Comerica Bank
Texas
$168K -$1.38K -27 -0.8%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$146K -$58.8K -1,167 -29%
CA
146
CoreCap Advisors
Michigan
$119K -$92.8K -1,821 -44%
HNB
147
Huntington National Bank
Ohio
$108K -$103K – –
PS
148
Principal Securities
Iowa
$83.1K – – –
GEA
149
Glen Eagle Advisors
New Jersey
$77.3K – – –
RF
150
Roxbury Financial
New Jersey
$70.9K +$102 +2 +0.1%
4 5
6
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