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Fidelity MSCI Utilities Index ETF

223 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Utilities Index ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 104 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $936M → $1.06B (+$120M)

0.67% more ownership

Funds ownership: 51.14%51.81% (+0.67%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

3% less funds holding

Funds holding: 231223 (-8)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
223
Holders Change
-8
Holders Change %
-3.46%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
104
Reduced
57
Closed
29
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$260K
Name Holding Trade Value Shares
Change
Change in
Stake
RF
126
Rossby Financial
Florida
$322K +$14.5K +266 +5%
KPWM
127
KDK Private Wealth Management
Texas
$319K -$6.61K -121 -2%
SA
128
Sanctuary Advisors
Indiana
$314K +$59.8K +1,095 +25%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$312K -$6.33K -116 -2%
MFG
130
MidWestOne Financial Group
Iowa
$311K
DADC
131
D.A. Davidson & Co
Montana
$301K +$55.9K +1,024 +24%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$295K +$133K +2,430 +87%
ASN
133
Advisory Services Network
Georgia
$293K -$2.62K -48 -0.9%
BWM
134
BKM Wealth Management
Wisconsin
$280K
Creative Planning
135
Creative Planning
Kansas
$270K +$261K +4,788 New
GWM
136
Geneos Wealth Management
Colorado
$269K +$25K +458 +11%
PFA
137
Pathway Financial Advisers
Indiana
$264K -$11.4K -209 -4%
PJSIMP
138
P.J. Schmidt Investment Management (PJS)
Wisconsin
$254K -$85.8K -1,572 -26%
CIA
139
Concurrent Investment Advisors
Florida
$252K +$244K +4,471 New
DBRC
140
D.B. Root & Company
Pennsylvania
$247K
SF
141
Summit Financial
New Jersey
$247K -$1.2K -22 -0.5%
WWM
142
Western Wealth Management
Colorado
$243K +$235K +4,303 New
MAM
143
Marotta Asset Management
Virginia
$236K +$601 +11 +0.3%
KPWS
144
Kestra Private Wealth Services
Texas
$234K -$4.7K -86 -2%
VC
145
Vicus Capital
Pennsylvania
$231K -$261K -4,781 -54%
PWM
146
Penobscot Wealth Management
Maine
$225K -$21.2K -389 -9%
PCA
147
Purkiss Capital Advisors
Connecticut
$219K -$8.68K -159 -4%
NWM
148
Nova Wealth Management
Florida
$218K +$115K +2,115 +121%
HFS
149
Hoge Financial Services
Pennsylvania
$210K +$203K +3,718 New
Comerica Bank
150
Comerica Bank
Texas
$207K -$21.6K -395 -10%

FUTY Hedge Fund Activity: Q3 2025 in Review

223 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q3 2025, worth a combined $1.06B — up 13% from $936M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FUTY and 27 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 104 added.

The largest buyer was Bank of America, adding an estimated $15.8M. The largest seller was Gimbal Financial, exiting entirely with an estimated $8.88M sold.

  • 223 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q3 2025, down from 231 in Q2 2025.
  • Funds reported $1.06B of Fidelity MSCI Utilities Index ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 27 funds opened new Fidelity MSCI Utilities Index ETF positions in Q3 2025 and 29 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q3 2025 was Bank of America, an estimated $15.8M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q3 2025 was Gimbal Financial, an estimated $8.88M sold.

Based on aggregated 13F filings for Q3 2025.