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Fidelity MSCI Utilities Index ETF

210 hedge funds and large institutions have $857M invested in Fidelity MSCI Utilities Index ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $816M → $857M (+$40.8M)

0.94% more ownership

Funds ownership: 50.96%51.9% (+0.94%)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

1% less funds holding

Funds holding: 213210 (-3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
70
Reduced
76
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
151
Principal Securities
Iowa
$83.1K
GEA
152
Glen Eagle Advisors
New Jersey
$77.3K
RF
153
Roxbury Financial
New Jersey
$70.8K +$101 +2 +0.1%
GIA
154
GHP Investment Advisors
Colorado
$66.2K
IA
155
IFP Advisors
Florida
$59.7K -$101 -2 -0.2%
JP Morgan Chase
156
JP Morgan Chase
New York
$57.6K -$2.47K -49 -4%
EWM
157
EPG Wealth Management
Georgia
$47.1K +$252 +5 +0.5%
CT
158
Colonial Trust
South Carolina
$42.2K
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$41.7K +$29.1K +578 +240%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$41K +$252 +5 +0.6%
WT
161
Whittier Trust
California
$40K
RWM
162
Rialto Wealth Management
New York
$38.4K
HDIM
163
Hanson & Doremus Investment Management
Vermont
$31K
CMP
164
Coston McIsaac & Partners
Maine
$31K +$30.8K +612 New
MCM
165
MAI Capital Management
Ohio
$29.1K
Franklin Resources
166
Franklin Resources
California
$28.6K
SIS
167
Sound Income Strategies
Florida
$28.1K
VCM
168
Versant Capital Management
Arizona
$26.7K +$26.4K +524 New
QCG
169
Quadrant Capital Group
Ohio
$25.5K
FFA
170
Farther Finance Advisors
California
$24.8K -$252 -5 -1%
WTC
171
WhitTier Trust Company
Nevada
$23K +$22.7K +451 New
LFG
172
Larson Financial Group
Missouri
$20K -$3.07K -61 -13%
SMA
173
Sage Mountain Advisors
Georgia
$20K
CAM
174
Clarity Asset Management
Iowa
$19.7K +$151 +3 +0.8%
NS
175
NBC Securities
Alabama
$19K +$18.9K +375 New

FUTY Hedge Fund Activity: Q1 2025 in Review

210 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q1 2025, worth a combined $857M — up 5% from $816M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FUTY and 23 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 70 added.

The largest buyer was Osaic Holdings, adding an estimated $12M. The largest seller was Aptus Capital Advisors, cutting an estimated $13.7M.

  • 210 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q1 2025, down from 213 in Q4 2024.
  • Funds reported $857M of Fidelity MSCI Utilities Index ETF stock for Q1 2025, up 5% quarter-over-quarter.
  • 23 funds opened new Fidelity MSCI Utilities Index ETF positions in Q1 2025 and 24 closed out, a net change of -1 holder.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q1 2025 was Osaic Holdings, an estimated $12M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q1 2025 was Aptus Capital Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2025.