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Fidelity MSCI Utilities Index ETF

227 hedge funds and large institutions have $917M invested in Fidelity MSCI Utilities Index ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+20
Holders Change %
+9.66%
% 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
92
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$463M +$9.03M +171,754 +2%
AWM
2
AE Wealth Management
Kansas
$45.9M +$101K +1,926 +0.2%
LPL Financial
3
LPL Financial
California
$31.9M +$3.51M +66,650 +12%
Lido Advisors
4
Lido Advisors
California
$30.2M +$3.23M +61,484 +12%
KAS
5
Kestra Advisory Services
Texas
$22.4M +$3.33M +63,327 +17%
Osaic Holdings
6
Osaic Holdings
Arizona
$20.2M -$8.81M -175,749 -30%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$20.2M +$689K +13,106 +4%
Mariner
8
Mariner
Kansas
$18.6M +$17.6M +335,469 +1,909%
Morgan Stanley
9
Morgan Stanley
New York
$18.2M +$2.45M +46,552 +16%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$16M +$1.36M +25,788 +9%
EC
11
Estate Counselors
Wisconsin
$14.1M +$9.06M +172,150 +178%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$10.6M +$7.96M +151,244 +305%
GF
13
Gimbal Financial
Indiana
$8.88M +$8.88M +168,867 New
HighTower Advisors
14
HighTower Advisors
Illinois
$8.54M -$4.67M -88,690 -35%
IA
15
IFG Advisory
Georgia
$7.87M +$96.9K +1,843 +1%
AWM
16
Apollon Wealth Management
South Carolina
$6.23M +$371K +7,057 +6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.34M -$157K -2,989 -3%
AM
18
AGF Management
Ontario, Canada
$4.98M +$416K +7,900 +9%
Raymond James Financial
19
Raymond James Financial
Florida
$4.74M -$85.6K -1,627 -2%
VA
20
Valmark Advisers
Ohio
$4.74M -$45.6K -866 -1%
UBS Group
21
UBS Group
Switzerland
$4.55M +$948K +18,026 +26%
SM
22
Sweeney & Michel
California
$4.41M +$118K +2,215 +3%
Ameriprise
23
Ameriprise
Minnesota
$4.08M +$177K +3,358 +5%
RCYC
24
Richard C. Young & Co
Rhode Island
$3.92M -$11.4K -217 -0.3%
CSIA
25
Conrad Siegel Investment Advisors
Pennsylvania
$3.91M -$87.4K -1,662 -2%