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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
PAS
151
Park Avenue Securities
New York
$206K +$199K +3,646 New
Bank of New York Mellon
152
Bank of New York Mellon
New York
$202K +$195K +3,579 New
RL
153
Rogco LP
Oklahoma
$197K
CA
154
CoreCap Advisors
Michigan
$175K -$6.5K -119 -4%
Simplex Trading
155
Simplex Trading
Illinois
$174K +$169K +3,093 New
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$163K +$114K +2,086 +261%
PS
157
Principal Securities
Iowa
$155K +$874 +16 +0.6%
CF
158
Centaurus Financial
California
$121K +$4.91K +90 +4%
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K +$24.8K +454 +28%
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$98.8K +$36.6K +671 +62%
GEA
161
Glen Eagle Advisors
New Jersey
$96.8K +$10.8K +197 +13%
RF
162
Roxbury Financial
New Jersey
$81.3K +$2.51K +46 +3%
CI
163
CX Institutional
Indiana
$80K -$313K -5,730 -80%
AT
164
Avalon Trust
New Mexico
$79.1K -$175K -3,200 -70%
GIA
165
GHP Investment Advisors
Colorado
$73.4K
GRP
166
Global Retirement Partners
California
$66.6K -$10.8K -198 -14%
IA
167
IFP Advisors
Florida
$66.1K
EWM
168
EPG Wealth Management
Georgia
$57.9K +$5.19K +95 +10%
CT
169
Colonial Trust
South Carolina
$46.8K
WT
170
Whittier Trust
California
$45.1K
RWM
171
Rialto Wealth Management
New York
$42.5K
AUB
172
Atlantic Union Bankshares
Virginia
$39.1K +$37.8K +692 New
CAL
173
Capital Analysts LLC
Pennsylvania
$38K +$35.9K +657 New
JP Morgan Chase
174
JP Morgan Chase
New York
$37.7K +$5.51K +101 +18%
IWM
175
IMG Wealth Management
Florida
$36.1K

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.