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Fidelity MSCI Utilities Index ETF

231 hedge funds and large institutions have $936M invested in Fidelity MSCI Utilities Index ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

71% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 56

10% more funds holding

Funds holding: 210231 (+21)

9% more capital invested

Capital invested by funds: $857M → $936M (+$79.3M)

0.77% less ownership

Funds ownership: 51.9%51.14% (-0.77%)

Holders
231
Holders Change
+21
Holders Change %
+10%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
96
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
126
Centennial Wealth Advisory
Michigan
$351K -$24.3K -472 -7%
BA
127
Ballew Advisors
Mississippi
$346K -$30.3K -589 -8%
William Blair & Company
128
William Blair & Company
Illinois
$327K -$13.6K -264 -4%
SA
129
Sovran Advisors
California
$327K +$30.9K +600 +11%
EAM
130
Everstar Asset Management
North Carolina
$321K
Jones Financial Companies
131
Jones Financial Companies
Missouri
$320K +$166K +3,220 +111%
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$320K -$6.48K -126 -2%
KPWM
133
KDK Private Wealth Management
Texas
$304K -$12.5K -244 -4%
ARC
134
Advisor Resource Council
Texas
$298K +$291K +5,660 New
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$296K -$5.4K -105 -2%
KWM
136
Kingsview Wealth Management
Oregon
$291K +$4.47K +87 +2%
MFG
137
MidWestOne Financial Group
Iowa
$289K
ASN
138
Advisory Services Network
Georgia
$289K -$4.08M -79,376 -94%
RF
139
Rossby Financial
Florida
$283K +$277K +5,388 New
Citadel Advisors
140
Citadel Advisors
Florida
$263K -$399K -7,766 -61%
BWM
141
BKM Wealth Management
Wisconsin
$261K
FA
142
Fortis Advisors
Pennsylvania
$260K +$668 +13 +0.3%
PFA
143
Pathway Financial Advisers
Indiana
$258K +$9.2K +179 +4%
SHIM
144
Stone House Investment Management
Pennsylvania
$253K +$248K +4,815 New
AT
145
Avalon Trust
New Mexico
$242K +$237K +4,600 New
AFM
146
Aspetuck Financial Management
Connecticut
$236K +$231K +4,485 New
SA
147
Sanctuary Advisors
Indiana
$235K -$15.8K -307 -6%
SF
148
Summit Financial
New Jersey
$231K -$25.1K -489 -10%
PWM
149
Penobscot Wealth Management
Maine
$231K +$1.9K +37 +0.9%
DBRC
150
D.B. Root & Company
Pennsylvania
$230K

FUTY Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2025, worth a combined $936M — up 9.3% from $857M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FUTY positions and 16 closed out — a net gain of 25 holders — while 96 added to existing stakes and 56 trimmed.

The largest buyer was Mariner, adding an estimated $17.3M. The largest seller was Demars Financial Group, cutting an estimated $29M.

  • 231 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2025, up from 210 in Q1 2025.
  • Funds reported $936M of Fidelity MSCI Utilities Index ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 41 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2025 and 16 closed out, a net change of +25 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2025 was Mariner, an estimated $17.3M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2025.