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Fidelity MSCI Utilities Index ETF

231 hedge funds and large institutions have $936M invested in Fidelity MSCI Utilities Index ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

71% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 56

10% more funds holding

Funds holding: 210231 (+21)

9% more capital invested

Capital invested by funds: $857M → $936M (+$79.3M)

0.77% less ownership

Funds ownership: 51.9%51.14% (-0.77%)

Holders
231
Holders Change
+21
Holders Change %
+10%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
96
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
176
Colonial Trust
South Carolina
$43.6K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$42K +$257 +5 +0.6%
WT
178
Whittier Trust
California
$41.3K
RWM
179
Rialto Wealth Management
New York
$39.6K
IWM
180
IMG Wealth Management
Florida
$33.6K +$32.9K +639 New
HDIM
181
Hanson & Doremus Investment Management
Vermont
$32K
CMP
182
Coston McIsaac & Partners
Maine
$32K +$206 +4 +0.7%
OP
183
ORG Partners
Indiana
$31.7K +$30.9K +600 New
MCM
184
MAI Capital Management
Ohio
$30.8K +$720 +14 +2%
BFP
185
Briaud Financial Planning
Texas
$30K +$29.9K +582 New
JP Morgan Chase
186
JP Morgan Chase
New York
$29.8K -$29.1K -565 -50%
SIS
187
Sound Income Strategies
Florida
$29K
VCM
188
Versant Capital Management
Arizona
$27.6K
HNB
189
Hilltop National Bank
Wyoming
$26K +$25.5K +495 New
FFA
190
Farther Finance Advisors
California
$25.5K
WTC
191
WhitTier Trust Company
Nevada
$21.8K -$1.9K -37 -8%
LFG
192
Larson Financial Group
Missouri
$20.8K +$154 +3 +0.8%
SMA
193
Sage Mountain Advisors
Georgia
$20.6K
CAM
194
Clarity Asset Management
Iowa
$20.5K +$154 +3 +0.8%
NS
195
NBC Securities
Alabama
$19K
SWM
196
Spire Wealth Management
Virginia
$17.4K +$103 +2 +0.6%
CAWM
197
Capital A Wealth Management
Pennsylvania
$17K +$16.3K +317 +317%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$15.3K +$10.6K +207 +249%
HWM
199
HighMark Wealth Management
Minnesota
$13.2K
AF
200
Advisornet Financial
Minnesota
$12.5K +$51 +1 +0.4%

FUTY Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q2 2025, worth a combined $936M — up 9.3% from $857M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FUTY positions and 16 closed out — a net gain of 25 holders — while 96 added to existing stakes and 56 trimmed.

The largest buyer was Mariner, adding an estimated $17.3M. The largest seller was Demars Financial Group, cutting an estimated $29M.

  • 231 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q2 2025, up from 210 in Q1 2025.
  • Funds reported $936M of Fidelity MSCI Utilities Index ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 41 funds opened new Fidelity MSCI Utilities Index ETF positions in Q2 2025 and 16 closed out, a net change of +25 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q2 2025 was Mariner, an estimated $17.3M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q2 2025 was Demars Financial Group, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2025.