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Fidelity MSCI Utilities Index ETF

256 hedge funds and large institutions have $1.2B invested in Fidelity MSCI Utilities Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 70

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $1.11B → $1.2B (+$96.2M)

0% more funds holding

Funds holding: 256256 (0)

1.8% less ownership

Funds ownership: 51.52%49.72% (-1.8%)

Holders
256
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
105
Reduced
70
Closed
37
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
PWC
176
Pathfinder Wealth Consulting
North Carolina
$214K +$210K +3,620 New
HAS
177
HBW Advisory Services
California
$208K +$204K +3,525 New
RL
178
Rogco LP
Oklahoma
$206K
AFAS
179
Acorn Financial Advisory Services
Virginia
$206K +$202K +3,484 New
HFS
180
Hoge Financial Services
Pennsylvania
$204K -$10.6K -183 -5%
CA
181
CoreCap Advisors
Michigan
$193K +$1.04K +18 +0.6%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$136K +$34.5K +595 +35%
IA
183
IFP Advisors
Florida
$122K +$348 +6 +0.3%
CCWM
184
Cassaday & Co Wealth Management
Virginia
$118K +$116K +2,000 New
CF
185
Centaurus Financial
California
$101K +$99.1K +1,710 New
GEA
186
Glen Eagle Advisors
New Jersey
$97.4K -$3.77K -65 -4%
RF
187
Roxbury Financial
New Jersey
$87.4K +$1.22K +21 +1%
AT
188
Avalon Trust
New Mexico
$82.7K
CI
189
CX Institutional
Indiana
$80K -$1.39K -24 -2%
GIA
190
GHP Investment Advisors
Colorado
$76.8K
MCM
191
MAI Capital Management
Ohio
$72.8K +$12K +207 +20%
US Bancorp
192
US Bancorp
Minnesota
$69.5K -$1.62K -28 -2%
EWM
193
EPG Wealth Management
Georgia
$61.2K +$290 +5 +0.5%
HIW
194
Holos Integrated Wealth
Pennsylvania
$59.7K +$58K +1,000 New
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
$47.2K -$34.2K -590 -42%
RF
196
Rossby Financial
Florida
$45.6K +$13.6K +235 +44%
UBS AM
197
UBS AM
Illinois
$45.5K +$44.7K +771 New
FHC
198
First Horizon Corporation
Tennessee
$44.7K
AUB
199
Atlantic Union Bankshares
Virginia
$40.9K
CAL
200
Capital Analysts LLC
Pennsylvania
$38K