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Fidelity MSCI Utilities Index ETF

256 hedge funds and large institutions have $1.11B invested in Fidelity MSCI Utilities Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

78% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 60

15% more funds holding

Funds holding: 223256 (+33)

5% more capital invested

Capital invested by funds: $1.06B → $1.11B (+$52.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 51.81%51.52% (-0.3%)

Holders
256
Holders Change
+33
Holders Change %
+14.8%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
107
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
126
Ellis Investment Partners
Pennsylvania
$396K +$1.55K +27 +0.4%
GGS
127
Galvin Gaustad & Stein
Arizona
$387K
RPC
128
Rossmore Private Capital
Connecticut
$381K
WA
129
WBH Advisory
Maryland
$381K +$172 +3 +0%
BBL
130
Beck Bode LLC
Massachusetts
$377K -$70.7K -1,235 -15%
VWM
131
VCI Wealth Management
Missouri
$360K -$1.43K -25 -0.4%
ASN
132
Advisory Services Network
Georgia
$349K +$64.8K +1,132 +22%
BA
133
Ballew Advisors
Mississippi
$348K +$115 +2 +0%
AOWM
134
Asset One Wealth Management
Washington
$347K +$360K +6,289 New
EAM
135
Everstar Asset Management
North Carolina
$337K
JE
136
Jacobs Equity
Utah
$332K +$345K +6,017 New
TAP
137
Tounjian Advisory Partners
Florida
$322K -$11.8K -206 -3%
William Blair & Company
138
William Blair & Company
Illinois
$322K -$22.9K -400 -6%
AFM
139
Aspetuck Financial Management
Connecticut
$320K +$2.92K +51 +0.9%
WWM
140
Western Wealth Management
Colorado
$315K +$80.4K +1,404 +33%
KPWM
141
KDK Private Wealth Management
Texas
$307K -$5.84K -102 -2%
OCA
142
OpenArc Corporate Advisory
Georgia
$304K +$316K +5,513 New
TCM
143
Traynor Capital Management
Pennsylvania
$304K -$11.3K -198 -3%
MFG
144
MidWestOne Financial Group
Iowa
$304K
CA
145
Crane Advisory
California
$298K +$308K +5,384 New
KFG
146
Kingdom Financial Group
Arizona
$293K +$304K +5,315 New
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$288K -$17.2K -300 -5%
DADC
148
D.A. Davidson & Co
Montana
$285K -$9.45K -165 -3%
BWM
149
BKM Wealth Management
Wisconsin
$273K -$630 -11 -0.2%
LOIP
150
Live Oak Investment Partners
Texas
$269K +$279K +4,876 New