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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
LCM
201
Logan Capital Management
Pennsylvania
$1.12K
RFA
202
Reyes Financial Architecture
California
$1.02K
CAL
203
Capital Analysts LLC
Pennsylvania
$1K
ACA
204
Aptus Capital Advisors
Alabama
$879 -$13.7M -271,004 -100%
Russell Investments Group
205
Russell Investments Group
United Kingdom
$713
PFBT
206
Parkside Financial Bank & Trust
Missouri
$612
DSC
207
Duncker Streett & Co
Missouri
$611
BC
208
Barrett & Company
Rhode Island
$560
CAM
209
Creekmur Asset Management
Illinois
$215 -$101 -2 -33%
S
210
SignatureFD
Georgia
$213
RCM
211
Raleigh Capital Management
North Carolina
$86 +$101 +2 New
Jane Street
212
Jane Street
New York
-$1.51M -30,991 Closed
GM
213
GeoWealth Management
Illinois
-$1.42M -29,159 Closed
GCM
214
Generation Capital Management
New York
-$776K -15,910 Closed
FIM
215
Freedom Investment Management
Connecticut
-$659K -13,517 Closed
TRCT
216
Tower Research Capital (TRC)
New York
-$633K -12,973 Closed
GWA
217
Gibson Wealth Advisors
Texas
-$536K -11,000 Closed
Renaissance Technologies
218
Renaissance Technologies
New York
-$263K -5,400 Closed
EFS
219
Essex Financial Services
Connecticut
-$257K -5,263 Closed
HAS
220
HBW Advisory Services
California
-$248K -5,084 Closed
MFIM
221
Mesirow Financial Investment Management
Illinois
-$205K -4,214 Closed
CFGS
222
Concourse Financial Group Securities
Alabama
-$50.9K -1,010 Closed
AFM
223
Aspetuck Financial Management
Connecticut
-$48.8K -1,000 Closed
LDB
224
Lee, Danner & Bass
Tennessee
-$17.9K -367 Closed
1IA
225
1620 Investment Advisors
Massachusetts
-$14.6K -299 Closed

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.