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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
Bank of America
1
Bank of America
North Carolina
$439M -$10M -198,982 -2%
AWM
2
AE Wealth Management
Kansas
$44.4M +$5.62M +111,512 +15%
Osaic Holdings
3
Osaic Holdings
Arizona
$29.5M +$12M +238,297 +70%
LPL Financial
4
LPL Financial
California
$27.5M +$3.54M +70,212 +15%
Lido Advisors
5
Lido Advisors
California
$26.1M -$1.82M -36,096 -7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$18.9M +$2.21M +43,898 +13%
KAS
7
Kestra Advisory Services
Texas
$18.4M +$1.55M +30,735 +9%
Morgan Stanley
8
Morgan Stanley
New York
$15.3M +$3.78M +74,962 +33%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$14.2M +$402K +7,970 +3%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.8M +$1.68M +33,319 +15%
DFG
11
Demars Financial Group
Washington
$11.3M +$1.51M +30,039 +6%
IA
12
IFG Advisory
Georgia
$7.53M +$198K +3,927 +3%
AWM
13
Apollon Wealth Management
South Carolina
$5.67M +$369K +7,332 +7%
Two Sigma Investments
14
Two Sigma Investments
New York
$5.65M -$3.95M -78,400 -41%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.33M -$250K -4,967 -5%
EC
16
Estate Counselors
Wisconsin
$4.93M -$8.56K -170 -0.2%
Raymond James Financial
17
Raymond James Financial
Florida
$4.68M +$1.55M +30,781 +50%
VA
18
Valmark Advisers
Ohio
$4.63M +$166K +3,302 +4%
AM
19
AGF Management
Ontario, Canada
$4.42M +$329K +6,535 +8%
ASN
20
Advisory Services Network
Georgia
$4.31M +$118K +2,333 +3%
AWA
21
Arkadios Wealth Advisors
Georgia
$4.25M +$3.93M +78,065 +1,476%
BCM
22
Brookstone Capital Management
Illinois
$4.2M -$708K -14,051 -15%
CSIA
23
Conrad Siegel Investment Advisors
Pennsylvania
$3.87M -$126K -2,500 -3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3.86M -$354K -7,031 -9%
SM
25
Sweeney & Michel
California
$3.82M +$4.07M +80,782 New

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.