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 |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +581.8% | 9,968 | $508K |
| GTS Securities LLC | 0.02% | Reduce -42.4% | 9,867 | $503K |
| Exchange Capital Management, Inc. | 0.08% | Reduce -2.1% | 9,501 | $484K |
| Stableford Capital II LLC | 0.19% | Add +1.8% | 9,124 | $459K |
| Callan Capital, LLC | 0.03% | No change | 8,974 | $457K |
| Trail Ridge Investment Advisors, LLC | 0.22% | Reduce -20.9% | 8,329 | $424K |
| FLC Capital Advisors | 0.09% | No change | 8,128 | $414K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 8,018 | $409K |
| Vicus Capital | 0.04% | Add +25.9% | 8,001 | $408K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -30.5% | 7,835 | $399K |
| Claris Financial LLC | 0.25% | No change | 7,893 | $385K |
| Creative Financial Designs Inc. | 0.03% | Reduce -2.9% | 7,547 | $385K |
| Accel Wealth Management | 0.14% | Reduce -1.4% | 7,543 | $384K |
| Global Financial Private Client, LLC | 0.15% | Reduce -2.3% | 7,492 | $382K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -41.3% | 7,300 | $372K |
| Centennial Wealth Advisory LLC | 0.13% | Add +8.7% | 7,108 | $362K |
| Independence Financial Advisors, LLC | 0.14% | — | 7,075 | $360K |
| Ellis Investment Partners, LLC | 0.07% | Add +0.6% | 7,071 | $360K |
| Quadrature Capital Ltd | 0.01% | New | 7,033 | $358K |
| VCI Wealth Management LLC | 0.15% | Reduce -18.5% | 6,962 | $355K |
| Ballew Advisors, Inc | 0.24% | Add +20.3% | 7,151 | $353K |
| WBH Advisory Inc. | 0.03% | Add +0.4% | 6,826 | $348K |
| Blair William & Co. | 0.00% | Add +0.2% | 6,486 | $330K |
| Schmidt P J Investment Management Inc. | 0.06% | Reduce -50.9% | 6,203 | $316K |
| Everstar Asset Management, LLC | 0.21% | No change | 6,100 | $311K |
| KDK Private Wealth Management, LLC | 0.35% | Reduce -0.2% | 6,021 | $307K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 5,737 | $292K |
| Sovran Advisors, LLC | 0.04% | Add +11.9% | 5,647 | $284K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.2% | 5,519 | $281K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 5,500 | $280K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -19.6% | 5,453 | $278K |
| Sowell Financial Services LLC | 0.01% | New | 5,207 | $265K |
| BKM Wealth Management, LLC | 0.10% | No change | 4,960 | $253K |
| Fortis Advisors, LLC | 0.16% | Reduce -18.4% | 4,930 | $251K |
| Summit Financial, LLC | 0.01% | Reduce -0.2% | 4,886 | $249K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 4,792 | $244K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.5% | 4,773 | $243K |
| Pathway Financial Advisers, LLC | 0.08% | Reduce -3.8% | 4,719 | $240K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 4,663 | $238K |
| Citigroup Inc. | 0.00% | Add +24.3% | 4,660 | $237K |
| D.B. Root & Company, LLC | 0.07% | No change | 4,377 | $223K |
| Penobscot Wealth Management | 0.09% | New | 4,345 | $221K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,160 | $212K |
| D.A. Davidson & Co. | 0.00% | New | 3,946 | $201K |
| CX Institutional | 0.01% | New | 3,697 | $188K |
| Rogco, LP | 0.07% | No change | 3,495 | $178K |
| Comerica Bank | 0.00% | Reduce -0.8% | 3,290 | $168K |
| Jones Financial Companies LLLP | 0.00% | Reduce -28.8% | 2,890 | $146K |
| CoreCap Advisors, LLC | 0.01% | Reduce -43.8% | 2,340 | $119K |
| Principal Securities, Inc. | 0.00% | No change | 1,704 | $83K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,517 | $77K |
| Roxbury Financial LLC | 0.07% | Add +0.1% | 1,385 | $71K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,300 | $66K |
| IFP Advisors, Inc | 0.00% | Reduce -0.2% | 1,171 | $60K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 1,131 | $58K |
| EPG Wealth Management LLC | 0.01% | Add +0.5% | 925 | $47K |
| Colonial Trust Co / SC | 0.01% | No change | 828 | $42K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +239.8% | 819 | $42K |
| Cwm, LLC | 0.00% | Add +0.6% | 795 | $41K |
| Whittier Trust Co. | 0.00% | No change | 785 | $40K |
| Rialto Wealth Management, LLC | 0.01% | No change | 753 | $38K |
| Coston, McIsaac & Partners | 0.01% | New | 612 | $31K |
| Hanson & Doremus Investment Management | 0.00% | No change | 613 | $31K |
| MAI Capital Management | 0.00% | No change | 572 | $29K |
| Franklin Resources Inc. | 0.00% | No change | 562 | $29K |
| Sound Income Strategies, LLC | 0.00% | No change | 552 | $28K |
| Versant Capital Management, Inc | 0.00% | New | 524 | $27K |
| Quadrant Capital Group LLC | 0.00% | No change | 500 | $25K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.0% | 485 | $25K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 451 | $23K |
| Larson Financial Group LLC | 0.00% | Reduce -13.5% | 392 | $20K |
| Sage Mountain Advisors LLC | 0.00% | No change | 392 | $20K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.8% | 387 | $20K |
| Lanark Financial, Inc. | 0.00% | — | 375 | $19K |
| Raffa Wealth Management, LLC | 0.00% | No change | 341 | $17K |
| Spire Wealth Management | 0.00% | Add +0.9% | 328 | $17K |
| Bokf, NA | 0.00% | No change | 298 | $15K |
| HighMark Wealth Management LLC | 0.01% | Reduce -4.9% | 250 | $13K |
| Hexagon Capital Partners LLC | 0.00% | No change | 247 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 237 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $10K |
| GAMMA Investing LLC | 0.00% | New | 190 | $10K |
| Blue Trust, Inc. | 0.00% | Reduce -1.8% | 163 | $8K |
| Capital A Wealth Management, LLC | 0.01% | Add +400.0% | 100 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 97 | $5K |
| Nova Wealth Management, Inc. | 0.00% | New | 83 | $4K |
| Fifth Third Bancorp | 0.00% | Reduce -43.1% | 83 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 81 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -94.0% | 75 | $4K |
| Key Financial Inc | 0.00% | No change | 73 | $4K |
| Mather Group, Llc. | 0.00% | No change | 70 | $4K |
| Centennial Bank | 0.00% | No change | 66 | $3K |
| Allworth Financial LP | 0.00% | No change | 55 | $3K |
| Simplex Trading, LLC | 0.00% | Reduce -78.1% | 56 | $2K |
| Activest Wealth Management | 0.00% | No change | 38 | $2K |
| Founders Financial Alliance, LLC | 0.00% | Add +2.7% | 38 | $2K |
| PFG Private Wealth Management, LLC | 0.00% | New | 36 | $2K |
| Concord Wealth Partners | 0.00% | No change | 29 | $1K |
| Robbins Farley | 0.00% | No change | 27 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 22 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 20 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 20 | $1K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -100.0% | 17 | $879 |
| Russell Investments Group, Ltd. | 0.00% | No change | 14 | $713 |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $612 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 12 | $611 |
| Barrett & Company, Inc. | 0.00% | No change | 11 | $560 |
| Creekmur Asset Management LLC | 0.00% | Reduce -33.3% | 4 | $215 |
| Signaturefd, LLC | 0.00% | No change | 4 | $213 |
| Raleigh Capital Management Inc. | 0.00% | New | 2 | $86 |
"% of holder's portfolio" is FUTY's weight in each manager's 13F, not the share of Fidelity MSCI US Utilities the manager owns.