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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
Bank of America
1
Bank of America
North Carolina
$463M +$8.83M +171,754 +2%
AWM
2
AE Wealth Management
Kansas
$45.9M +$99K +1,926 +0.2%
Osaic Holdings
3
Osaic Holdings
Arizona
$39.2M +$8.54M +166,037 +29%
LPL Financial
4
LPL Financial
California
$31.9M +$3.43M +66,650 +12%
Lido Advisors
5
Lido Advisors
California
$30.2M +$3.16M +61,484 +12%
KAS
6
Kestra Advisory Services
Texas
$22.4M +$3.26M +63,327 +17%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$20.2M +$674K +13,106 +4%
Mariner
8
Mariner
Kansas
$18.6M +$17.3M +335,469 +1,909%
Morgan Stanley
9
Morgan Stanley
New York
$18.2M +$2.39M +46,552 +16%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$16M +$1.33M +25,788 +9%
EC
11
Estate Counselors
Wisconsin
$14.1M +$8.85M +172,150 +178%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$10.6M +$7.78M +151,244 +305%
GF
13
Gimbal Financial
Indiana
$8.88M +$8.68M +168,867 New
HighTower Advisors
14
HighTower Advisors
Illinois
$8.54M -$4.56M -88,690 -35%
IA
15
IFG Advisory
Georgia
$7.87M +$94.8K +1,843 +1%
AWM
16
Apollon Wealth Management
South Carolina
$6.23M +$363K +7,057 +6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.34M -$154K -2,989 -3%
AM
18
AGF Management
Ontario, Canada
$4.98M +$406K +7,900 +9%
Raymond James Financial
19
Raymond James Financial
Florida
$4.74M -$83.7K -1,627 -2%
VA
20
Valmark Advisers
Ohio
$4.74M -$44.5K -866 -1%
UBS Group
21
UBS Group
Switzerland
$4.55M +$927K +18,026 +26%
SM
22
Sweeney & Michel
California
$4.41M +$114K +2,215 +3%
Ameriprise
23
Ameriprise
Minnesota
$4.08M +$173K +3,358 +5%
RCYC
24
Richard C. Young & Co
Rhode Island
$3.92M -$11.2K -217 -0.3%
CSIA
25
Conrad Siegel Investment Advisors
Pennsylvania
$3.91M -$85.5K -1,662 -2%

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.