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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
SWM
176
Spire Wealth Management
Virginia
$16.7K +$151 +3 +0.9%
BF
177
BOK Financial
Oklahoma
$15.2K
HWM
178
HighMark Wealth Management
Minnesota
$12.7K -$655 -13 -5%
HCP
179
Hexagon Capital Partners
Arkansas
$12.6K
AF
180
Advisornet Financial
Minnesota
$12.1K +$101 +2 +0.9%
CTA
181
Colonial Trust Advisors
South Carolina
$10.2K
GI
182
GAMMA Investing
California
$9.68K +$9.57K +190 New
BTI
183
Blue Trust Inc
Georgia
$8.29K -$151 -3 -2%
CAWM
184
Capital A Wealth Management
Pennsylvania
$5.09K +$4.03K +80 +400%
BBHC
185
Brown Brothers Harriman & Co
New York
$4.94K +$4.89K +97 New
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$4.23K -$3.17K -63 -43%
NWM
187
Nova Wealth Management
Florida
$4.23K +$4.18K +83 New
FMII
188
Farmers & Merchants Investments Inc
Nebraska
$4.13K
TCM
189
Tradewinds Capital Management
Washington
$3.82K -$58.7K -1,165 -94%
KFI
190
Key Financial Inc
Pennsylvania
$3.72K
MG
191
Mather Group
Illinois
$3.57K
CB
192
Centennial Bank
Arkansas
$3.36K
AF
193
Allworth Financial
California
$2.79K
Simplex Trading
194
Simplex Trading
Illinois
$2K -$10.1K -200 -78%
AWM
195
Activest Wealth Management
Florida
$1.94K
FFA
196
Founders Financial Alliance
North Carolina
$1.91K +$50 +1 +3%
PPWM
197
PFG Private Wealth Management
Florida
$1.83K +$1.81K +36 New
CWP
198
Concord Wealth Partners
Virginia
$1.48K
RF
199
Robbins Farley
New Hampshire
$1.38K
CFB
200
Cullen/Frost Bankers
Texas
$1.15K

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.