We are live on ! Find out more
FUTY icon

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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$261K +$106K +1,847 +64%
BAM
152
Belpointe Asset Management
Nevada
$260K +$269K +4,706 New
PFA
153
Pathway Financial Advisers
Indiana
$259K -$57 -1 -0%
CIA
154
Concurrent Investment Advisors
Florida
$256K +$9.28K +162 +4%
PJSIMP
155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$253K +$4.87K +85 +2%
PAG
156
Private Advisor Group
New Jersey
$248K +$257K +4,493 New
Creative Planning
157
Creative Planning
Kansas
$248K -$17.5K -305 -6%
KPWS
158
Kestra Private Wealth Services
Texas
$246K +$18K +314 +8%
DBRC
159
D.B. Root & Company
Pennsylvania
$242K
SF
160
Summit Financial
New Jersey
$235K -$6.47K -113 -3%
IASG
161
Investment Advisory Services Group
Florida
$231K +$240K +4,189 New
NWM
162
Nova Wealth Management
Florida
$231K +$18.4K +322 +8%
MF
163
Montis Financial
Massachusetts
$230K +$238K +4,162 New
MAM
164
Marotta Asset Management
Virginia
$229K
GWM
165
Geneos Wealth Management
Colorado
$229K -$35.3K -616 -13%
PWM
166
Penobscot Wealth Management
Maine
$223K +$3.09K +54 +1%
PCA
167
Purkiss Capital Advisors
Connecticut
$204K -$10.7K -187 -5%
Comerica Bank
168
Comerica Bank
Texas
$203K +$744 +13 +0.4%
HFS
169
Hoge Financial Services
Pennsylvania
$201K -$4.7K -82 -2%
RL
170
Rogco LP
Oklahoma
$193K
CA
171
CoreCap Advisors
Michigan
$179K +$7.84K +137 +4%
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K +$26.2K +458 +22%
TFA
173
Transamerica Financial Advisors
Florida
$135K +$124K +2,170 +778%
JP Morgan Chase
174
JP Morgan Chase
New York
$120K +$86.2K +1,506 +226%
IA
175
IFP Advisors
Florida
$114K +$50.7K +885 +76%