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Fidelity MSCI Utilities Index ETF

256 hedge funds and large institutions have $1.2B invested in Fidelity MSCI Utilities Index ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 70

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $1.11B → $1.2B (+$96.2M)

0% more funds holding

Funds holding: 256256 (0)

1.8% less ownership

Funds ownership: 51.52%49.72% (-1.8%)

Holders
256
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
45
Increased
105
Reduced
70
Closed
37
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$542M +$4.5M +77,710 +0.9%
AWM
2
AE Wealth Management
Kansas
$99.8M +$18.4M +317,477 +23%
LPL Financial
3
LPL Financial
California
$49.9M +$5.35M +92,278 +12%
Lido Advisors
4
Lido Advisors
California
$33.7M -$1.57M -27,075 -5%
KAS
5
Kestra Advisory Services
Texas
$32.6M +$3.86M +66,524 +14%
Osaic Holdings
6
Osaic Holdings
Arizona
$28.3M -$13.5M -233,428 -33%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$24.2M -$11.6K -200 -0%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$23.6M +$3.43M +59,200 +17%
TIA
9
Traphagen Investment Advisors
New Jersey
$23.5M +$19.1M +328,827 +480%
Morgan Stanley
10
Morgan Stanley
New York
$21.7M +$294K +5,069 +1%
Mariner
11
Mariner
Kansas
$21.5M +$624K +10,762 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$20.5M +$3.25M +56,026 +19%
HighTower Advisors
13
HighTower Advisors
Illinois
$17.5M +$5.58M +96,343 +48%
Ameriprise
14
Ameriprise
Minnesota
$16M +$953K +16,435 +6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$14.8M +$3.34M +57,657 +30%
IFA
16
Independence Financial Advisors
New Hampshire
$11.5M -$351K -6,056 -3%
AWM
17
Apollon Wealth Management
South Carolina
$8.39M +$624K +10,770 +8%
NCM
18
Northside Capital Management
Oregon
$8.27M +$1.13M +19,461 +16%
AM
19
AGF Management
Ontario, Canada
$5.98M -$6.33M -109,262 -52%
Raymond James Financial
20
Raymond James Financial
Florida
$5.94M -$8.58K -148 -0.1%
QC
21
Quadrature Capital
United Kingdom
$5.77M -$11.2K -193 -0.2%
PWA
22
Primoris Wealth Advisors
Florida
$5.57M +$3.81M +65,650 +229%
SM
23
Sweeney & Michel
California
$5.42M +$93.7K +1,617 +2%
VA
24
Valmark Advisers
Ohio
$5.4M +$14K +241 +0.3%
CSIA
25
Conrad Siegel Investment Advisors
Pennsylvania
$4.57M +$377K +6,498 +9%