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Fidelity MSCI Utilities Index ETF

256 hedge funds and large institutions have $1.2B invested in Fidelity MSCI Utilities Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 70

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $1.11B → $1.2B (+$96.2M)

0% more funds holding

Funds holding: 256256 (0)

1.8% less ownership

Funds ownership: 51.52%49.72% (-1.8%)

Holders
256
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
105
Reduced
70
Closed
37
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
126
Renaissance Technologies
New York
$419K +$412K +7,100 New
WA
127
WBH Advisory
Maryland
$415K +$6.03K +104 +2%
GGS
128
Galvin Gaustad & Stein
Arizona
$413K
RPC
129
Rossmore Private Capital
Connecticut
$408K
TAP
130
Tounjian Advisory Partners
Florida
$404K +$58.4K +1,008 +17%
ZWA
131
Zinnia Wealth Advisory
Florida
$397K -$46.9K -809 -11%
CIA
132
Concurrent Investment Advisors
Florida
$396K +$120K +2,076 +45%
NWM
133
Nova Wealth Management
Florida
$378K +$129K +2,219 +53%
BA
134
Ballew Advisors
Mississippi
$371K -$8.35K -144 -2%
Corient Private Wealth
135
Corient Private Wealth
Florida
$370K -$201K -3,472 -36%
AOWM
136
Asset One Wealth Management
Washington
$365K
EAM
137
Everstar Asset Management
North Carolina
$360K
Creative Planning
138
Creative Planning
Kansas
$352K +$85.2K +1,469 +33%
EAM
139
Empirical Asset Management
Massachusetts
$347K +$341K +5,878 New
William Blair & Company
140
William Blair & Company
Illinois
$337K -$7.13K -123 -2%
HCA
141
Heck Capital Advisors
Wisconsin
$333K -$1.29M -22,269 -80%
KPWM
142
KDK Private Wealth Management
Texas
$328K -$232 -4 -0.1%
TCM
143
Traynor Capital Management
Pennsylvania
$323K -$2.32K -40 -0.7%
CA
144
Crane Advisory
California
$322K
OCA
145
OpenArc Corporate Advisory
Georgia
$320K -$6.03K -104 -2%
DADC
146
D.A. Davidson & Co
Montana
$319K +$13.5K +233 +5%
KFG
147
Kingdom Financial Group
Arizona
$316K +$2.32K +40 +0.8%
LAS
148
Lloyd Advisory Services
Georgia
$316K +$310K +5,355 New
EWM
149
Elevation Wealth Management
Minnesota
$315K +$309K +5,339 New
AWM
150
Accel Wealth Management
Iowa
$315K -$134K -2,313 -30%