Fidelity MSCI US UtilitiesFUTYETF
13F holders, Q1 2025 (March 31)211holders −3
19new positions
23sold out
2famous investors
$50.92avg. 13F price*
At the end of Q1 2025, 211 institutions reported holding Fidelity MSCI US Utilities (FUTY) in their 13F filings, down 3 from Q4 2024. 19 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($439.4M), AE Wealth Management LLC ($44.4M) and Osaic Holdings, Inc. ($29.5M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity MSCI US Utilities
- CUSIP
- 316092865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $9.6M |
| Exits | 23 | $6.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,118,664 shares bought and 1,116,521 shares sold, net +2,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Bank of America Corp. | 0.04% | Reduce -2.3% | 8,623,877 | $439.4M |
| AE Wealth Management LLC | 0.37% | Add +14.7% | 871,258 | $44.4M |
| Osaic Holdings, Inc. | 0.07% | Add +70.0% | 578,964 | $29.5M |
| LPL Financial LLC | 0.01% | Add +14.9% | 540,311 | $27.5M |
| Lido Advisors, LLC | 0.16% | Reduce -6.6% | 513,029 | $26.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +13.4% | 370,786 | $18.9M |
| Kestra Advisory Services, LLC | 0.09% | Add +9.3% | 362,114 | $18.4M |
| Morgan Stanley | 0.00% | Add +33.4% | 299,696 | $15.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +3.0% | 278,540 | $14.2M |
| HighTower Advisors, LLC | 0.02% | Add +15.3% | 251,075 | $12.8M |
| IFG Advisory, LLC | 0.42% | Add +2.7% | 147,857 | $7.5M |
| Apollon Wealth Management, LLC | 0.12% | Add +7.0% | 111,358 | $5.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -41.4% | 110,800 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.5% | 104,573 | $5.3M |
| Estate Counselors, LLC | 0.51% | Reduce -0.2% | 96,735 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +50.5% | 91,785 | $4.7M |
| Valmark Advisers, Inc. | 0.07% | Add +3.8% | 90,896 | $4.6M |
| Agf Management Ltd. | 0.02% | Add +8.1% | 86,819 | $4.4M |
| Advisory Services Network, LLC | 0.08% | Add +2.8% | 84,611 | $4.3M |
| Arkadios Wealth Advisors | 0.16% | Add +1476.0% | 83,354 | $4.2M |
| Brookstone Capital Management | 0.06% | Reduce -14.6% | 82,523 | $4.2M |
| Conrad Siegel Investment Advisors, Inc. | 0.99% | Reduce -3.2% | 75,968 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.5% | 75,681 | $3.9M |
| Sweeney & Michel, LLC | 1.67% | — | 80,782 | $3.8M |
| Richard C. Young & CO., LTD. | 0.41% | Reduce -4.1% | 74,803 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +46.7% | 74,184 | $3.8M |
| Traphagen Investment Advisors LLC | 0.37% | Reduce -23.6% | 69,016 | $3.5M |
| UBS Group AG | 0.00% | Reduce -48.3% | 68,508 | $3.5M |
| Modern Wealth Management, LLC | 0.11% | Add +2.1% | 64,787 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Add +17.4% | 63,466 | $3.2M |
| Grant/GrossMendelsohn, LLC | 1.74% | New | 61,444 | $3.1M |
| Waverly Advisors, LLC | 0.04% | New | 60,722 | $3.1M |
| LifePlan Investment Advisors, Inc. | 1.74% | Reduce -1.2% | 59,236 | $3.0M |
| Beaumont Financial Advisors, LLC | 0.23% | Reduce -3.5% | 58,725 | $3.0M |
| Grey Ledge Advisors, LLC | 0.73% | Add +5.1% | 54,301 | $2.8M |
| Centric Wealth Management | 0.72% | Add +18.8% | 54,117 | $2.8M |
| Southern Capital Advisors, LLC | 1.41% | Add +16.9% | 49,859 | $2.5M |
| NorthCoast Asset Management LLC | 0.01% | Add +44.5% | 49,508 | $2.5M |
| Proquility Private Wealth Partners, LLC | 0.76% | Add +35.0% | 48,717 | $2.5M |
| Maltin Wealth Management, Inc. | 1.07% | Add +7.3% | 44,591 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -2.6% | 43,955 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 40,544 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.19% | Reduce -37.9% | 40,463 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +13.4% | 39,592 | $2.0M |
| Yoder Wealth Management, Inc. | 1.13% | Add +3.2% | 39,549 | $2.0M |
| FMR LLC | 0.00% | Add +27.1% | 38,392 | $2.0M |
| Atlas Capital Advisors Inc. | 0.24% | Reduce -6.9% | 38,191 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -13.4% | 37,359 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +2.5% | 34,826 | $1.8M |
| Archer Investment Management, LLC | 1.22% | Reduce -5.3% | 34,483 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +24.9% | 33,846 | $1.7M |
| Lifeworks Advisors, LLC | 0.28% | Add +10.1% | 33,554 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.5% | 33,276 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -0.5% | 33,276 | $1.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -41.1% | 31,407 | $1.6M |
| Full Sail Capital, LLC | 0.10% | Reduce -3.0% | 30,891 | $1.6M |
| Heck Capital Advisors, LLC | 0.16% | Add +135.3% | 27,696 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.12% | Add +3.4% | 26,439 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +0.9% | 24,025 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 23,795 | $1.2M |
| Smith Shellnut Wilson LLC | 0.55% | Reduce -2.0% | 23,540 | $1.2M |
| Investment Management Corp. /Va/ | 1.05% | Reduce -2.2% | 22,951 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.5% | 22,166 | $1.1M |
| Primoris Wealth Advisors, LLC | 0.87% | Reduce -55.3% | 22,075 | $1.1M |
| Nwam LLC | 0.09% | Add +1.0% | 21,539 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +6.0% | 21,421 | $1.1M |
| Q3 Asset Management | 0.68% | Add +340.0% | 19,617 | $999K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +6.2% | 19,035 | $970K |
| Harbour Investments, Inc. | 0.03% | Add +7.0% | 18,178 | $926K |
| Elite Financial, Inc. | 0.48% | Reduce -6.3% | 17,846 | $909K |
| Mariner, LLC | 0.00% | Add +110.1% | 17,570 | $895K |
| Crossmark Global Holdings, Inc. | 0.02% | New | 17,277 | $879K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -16.7% | 16,578 | $845K |
| Maxele Advisors, LLC | 0.82% | Add +2.0% | 16,562 | $844K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.6% | 16,481 | $840K |
| Prairie Wealth Advisors, Inc. | 0.41% | Add +4.8% | 16,404 | $836K |
| Independent Financial Group, LLC | 0.03% | Reduce -3.7% | 15,976 | $814K |
| Beam Wealth Advisors, Inc. | 0.27% | Reduce -9.2% | 15,941 | $812K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.7% | 15,820 | $806K |
| Beck Bode, LLC | 0.15% | Reduce -15.4% | 15,480 | $789K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.5% | 15,292 | $779K |
| Royal Bank of Canada | 0.00% | Reduce -21.6% | 14,787 | $754K |
| PFG Advisors | 0.04% | Add +16.9% | 14,519 | $740K |
| RFG Advisory, LLC | 0.02% | Add +126.9% | 14,101 | $718K |
| Elevated Capital Advisors, LLC | 0.20% | Reduce -1.6% | 13,881 | $707K |
| Axecap Investments, LLC | 0.59% | New | 13,723 | $699K |
| Smith Salley Wealth Management | 0.05% | Add +0.5% | 13,534 | $690K |
| Mascoma Wealth Management LLC | 0.17% | Add +39.6% | 13,397 | $683K |
| Lynch & Associates | 0.15% | Add +2.8% | 13,343 | $680K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -1.9% | 13,068 | $666K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -12.7% | 12,846 | $655K |
| Citadel Advisors | 0.00% | Reduce -80.2% | 12,758 | $650K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.8% | 12,172 | $620K |
| Glass Jacobson Investment Advisors llc | 0.20% | No change | 12,639 | $616K |
| Financial Management Network Inc. | 0.14% | Reduce -19.3% | 12,871 | $611K |
| Tounjian Advisory Partners, LLC | 0.11% | — | 11,952 | $609K |
| CreativeOne Wealth, LLC | 0.02% | Add +3.0% | 11,931 | $608K |
| Demars Financial Group, LLC | 0.24% | Add +1.0% | 11,274 | $574K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -65.8% | 10,771 | $549K |
| American National Bank & Trust | 0.06% | Add +40.1% | 10,064 | $513K |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.