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Fidelity MSCI Utilities Index ETF

223 hedge funds and large institutions have $1.06B invested in Fidelity MSCI Utilities Index ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 104 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $936M → $1.06B (+$120M)

0.67% more ownership

Funds ownership: 51.14%51.81% (+0.67%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

3% less funds holding

Funds holding: 231223 (-8)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
223
Holders Change
-8
Holders Change %
-3.46%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
27
Increased
104
Reduced
57
Closed
29
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$260K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$513M +$15.8M +289,161 +3%
AWM
2
AE Wealth Management
Kansas
$58.8M +$9.21M +168,631 +19%
Osaic Holdings
3
Osaic Holdings
Arizona
$44.4M +$2.66M +48,680 +7%
LPL Financial
4
LPL Financial
California
$38.2M +$3.78M +69,280 +11%
Lido Advisors
5
Lido Advisors
California
$33.7M +$1.2M +22,028 +4%
KAS
6
Kestra Advisory Services
Texas
$25.4M +$1.38M +25,194 +6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$21.8M +$140K +2,557 +0.7%
Mariner
8
Mariner
Kansas
$21M +$1.05M +19,265 +5%
Morgan Stanley
9
Morgan Stanley
New York
$19.6M +$80.4K +1,472 +0.4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$17.7M +$495K +9,069 +3%
EC
11
Estate Counselors
Wisconsin
$15.2M +$11.5K +210 +0.1%
IFA
12
Independence Financial Advisors
New Hampshire
$10.9M +$10.1M +185,792 +2,626%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$10.9M -$448K -8,197 -4%
HighTower Advisors
14
HighTower Advisors
Illinois
$10.3M +$1.05M +19,292 +12%
IA
15
IFG Advisory
Georgia
$8.59M +$128K +2,342 +2%
KWA
16
Kingswood Wealth Advisors
California
$8.32M +$5.79M +105,999 +257%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.67M +$1.87M +34,164 +34%
AWM
18
Apollon Wealth Management
South Carolina
$6.8M +$105K +1,923 +2%
NCM
19
Northside Capital Management
Oregon
$6.68M +$6.24M +114,353 +2,866%
AM
20
AGF Management
Ontario, Canada
$5.89M +$527K +9,652 +10%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$5.65M +$2.73M +50,000 +100%
Raymond James Financial
22
Raymond James Financial
Florida
$5.52M +$412K +7,545 +8%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.48M +$2.84M +51,970 +115%
VA
24
Valmark Advisers
Ohio
$5.19M +$106K +1,946 +2%
SM
25
Sweeney & Michel
California
$4.9M +$57.1K +1,045 +1%