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Fidelity MSCI Utilities Index ETF

210 hedge funds and large institutions have $857M invested in Fidelity MSCI Utilities Index ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $816M → $857M (+$40.8M)

0.94% more ownership

Funds ownership: 50.96%51.9% (+0.94%)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

1% less funds holding

Funds holding: 213210 (-3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
70
Reduced
76
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
126
Everstar Asset Management
North Carolina
$311K
KPWM
127
KDK Private Wealth Management
Texas
$307K -$705 -14 -0.2%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$292K -$6.3K -125 -2%
SA
129
Sovran Advisors
California
$284K +$30.2K +600 +12%
SPIA
130
Steward Partners Investment Advisory
New York
$281K -$12K -239 -4%
MFG
131
MidWestOne Financial Group
Iowa
$280K
KWM
132
Kingsview Wealth Management
Oregon
$278K -$67.1K -1,331 -20%
SFS
133
Sowell Financial Services
Arkansas
$265K +$262K +5,207 New
BWM
134
BKM Wealth Management
Wisconsin
$253K
FA
135
Fortis Advisors
Pennsylvania
$251K -$56.2K -1,115 -18%
SF
136
Summit Financial
New Jersey
$249K -$504 -10 -0.2%
FHA
137
Flagship Harbor Advisors
Massachusetts
$244K +$241K +4,792 New
SA
138
Sanctuary Advisors
Indiana
$243K -$6.2K -123 -3%
PFA
139
Pathway Financial Advisers
Indiana
$240K -$9.47K -188 -4%
KPWS
140
Kestra Private Wealth Services
Texas
$238K +$235K +4,663 New
Citigroup
141
Citigroup
New York
$237K +$45.9K +912 +24%
DBRC
142
D.B. Root & Company
Pennsylvania
$223K
PWM
143
Penobscot Wealth Management
Maine
$221K +$219K +4,345 New
DADC
144
D.A. Davidson & Co
Montana
$201K +$199K +3,946 New
CI
145
CX Institutional
Indiana
$188K +$186K +3,697 New
RL
146
Rogco LP
Oklahoma
$178K
Comerica Bank
147
Comerica Bank
Texas
$168K -$1.36K -27 -0.8%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$146K -$58.8K -1,167 -29%
CA
149
CoreCap Advisors
Michigan
$119K -$91.7K -1,821 -44%
HNB
150
Huntington National Bank
Ohio
$108K

FUTY Hedge Fund Activity: Q1 2025 in Review

210 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2025, worth a combined $857M — up 5% from $816M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FUTY and 23 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 70 added.

The largest buyer was Osaic Holdings, adding an estimated $12M. The largest seller was Aptus Capital Advisors, cutting an estimated $13.7M.

  • 210 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2025, down from 213 in Q4 2024.
  • Funds reported $857M of Fidelity MSCI Utilities Index ETF stock for Q1 2025, up 5% quarter-over-quarter.
  • 23 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2025 and 24 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2025 was Osaic Holdings, an estimated $12M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q1 2025 was Aptus Capital Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2025.