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Fidelity MSCI Utilities Index ETF

256 hedge funds and large institutions have $1.11B invested in Fidelity MSCI Utilities Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

78% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 60

15% more funds holding

Funds holding: 223256 (+33)

5% more capital invested

Capital invested by funds: $1.06B → $1.11B (+$52.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 51.81%51.52% (-0.3%)

Holders
256
Holders Change
+33
Holders Change %
+14.8%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
107
Reduced
60
Closed
11
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
$502M +$477K +8,326 +0.1%
AWM
2
AE Wealth Management
Kansas
$75.7M +$18.9M +329,549 +32%
LPL Financial
3
LPL Financial
California
$41.6M +$4.39M +76,597 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$39.3M -$4.69M -81,898 -10%
Lido Advisors
5
Lido Advisors
California
$33.7M +$62.4K +1,090 +0.2%
KAS
6
Kestra Advisory Services
Texas
$26.8M +$2.03M +35,476 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.7M +$1.37M +23,921 +6%
Morgan Stanley
8
Morgan Stanley
New York
$20M +$814K +14,221 +4%
Mariner
9
Mariner
Kansas
$19.5M -$1.05M -18,361 -5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$18.8M +$1.58M +27,627 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$16M +$8.86M +154,735 +114%
Ameriprise
12
Ameriprise
Minnesota
$14M +$9.79M +170,981 +205%
AM
13
AGF Management
Ontario, Canada
$11.6M +$6.08M +106,197 +102%
IFA
14
Independence Financial Advisors
New Hampshire
$11M +$414K +7,226 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$11M +$1.01M +17,609 +10%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$10.7M +$5.49M +95,858 +99%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$9.43M -$1.25M -21,781 -11%
IA
18
IFG Advisory
Georgia
$8.37M -$28.4K -496 -0.3%
KWA
19
Kingswood Wealth Advisors
California
$8.33M +$200K +3,496 +2%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$8.28M +$2.86M +50,000 +50%
AWM
21
Apollon Wealth Management
South Carolina
$7.24M +$621K +10,845 +9%
RMS
22
Retirement Management Systems
Maryland
$7.03M +$7.29M +127,360 New
NCM
23
Northside Capital Management
Oregon
$6.65M +$122K +2,135 +2%
Raymond James Financial
24
Raymond James Financial
Florida
$5.56M +$170K +2,976 +3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$5.54M +$3.08M +53,798 +115%