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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
RIA
151
Realta Investment Advisors
Delaware
$305K +$299K +5,165 New
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$300K -$8.17K -141 -3%
P
153
&Partners
Tennessee
$296K +$290K +5,010 New
BBL
154
Beck Bode LLC
Massachusetts
$292K -$108K -1,868 -27%
PJSIMP
155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$287K +$15.8K +273 +6%
LOIP
156
Live Oak Investment Partners
Texas
$284K -$4.06K -70 -1%
BWM
157
BKM Wealth Management
Wisconsin
$284K -$8.64K -149 -3%
PFA
158
Pathway Financial Advisers
Indiana
$281K +$3.59K +62 +1%
KPWS
159
Kestra Private Wealth Services
Texas
$278K +$14.2K +245 +5%
QCM
160
Quantinno Capital Management
New York
$274K +$269K +4,646 New
PAG
161
Private Advisor Group
New Jersey
$265K -$754 -13 -0.3%
HIC
162
Holderness Investments Company
North Carolina
$261K +$256K +4,421 New
MWM
163
Meridian Wealth Management
Kentucky
$261K +$256K +4,420 New
DBRC
164
D.B. Root & Company
Pennsylvania
$259K
CFB
165
Cullen/Frost Bankers
Texas
$249K +$127K +2,188 +108%
MAM
166
Marotta Asset Management
Virginia
$246K
GWM
167
Geneos Wealth Management
Colorado
$243K -$985 -17 -0.4%
GCWM
168
Graham Capital Wealth Management
District of Columbia
$240K +$235K +4,056 New
WC
169
Westhampton Capital
North Carolina
$236K +$232K +3,995 New
IWC
170
Integrated Wealth Concepts
Massachusetts
$229K +$224K +3,870 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$227K +$210K +3,618 +1,594%
AWM
172
Axxcess Wealth Management
California
$223K +$218K +3,769 New
PCA
173
Purkiss Capital Advisors
Connecticut
$219K +$812 +14 +0.4%
VWM
174
VCI Wealth Management
Missouri
$219K -$163K -2,814 -43%
SF
175
Summit Financial
New Jersey
$217K -$33.6K -580 -14%