We are live on ! Find out more
FIDU icon

Fidelity MSCI Industrials Index ETF

111 hedge funds and large institutions have $243M invested in Fidelity MSCI Industrials Index ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

22% more capital invested

Capital invested by funds: $199M → $243M (+$43.6M)

9% more funds holding

Funds holding: 102111 (+9)

3.19% less ownership

Funds ownership: 35.35%32.16% (-3.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
46
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$2.24M +$180K +3,668 +9%
VWM
27
Venturi Wealth Management
Texas
$2.18M +$102K +2,073 +5%
ECM
28
Exchange Capital Management
Michigan
$2.14M -$20.7K -421 -1%
SIA
29
Soltis Investment Advisors
Utah
$2.07M -$183K -3,727 -9%
ASN
30
Advisory Services Network
Georgia
$2.05M +$309K +6,305 +19%
QAM
31
Q3 Asset Management
Michigan
$2.04M -$449K -9,146 -19%
Goldman Sachs
32
Goldman Sachs
New York
$1.9M +$1.79M +36,500 New
HAS
33
HBW Advisory Services
California
$1.84M -$5.04M -102,685 -74%
EWM
34
EPG Wealth Management
Georgia
$1.79M -$83.6K -1,704 -5%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.74M +$1.09M +22,185 +198%
HCA
36
Heck Capital Advisors
Wisconsin
$1.55M +$75.6K +1,540 +5%
SW
37
SVB Wealth
Massachusetts
$1.41M -$179K -3,654 -12%
LA
38
Lynch & Associates
Indiana
$1.36M -$2.75K -56 -0.2%
BFA
39
Beaumont Financial Advisors
Massachusetts
$1.27M -$119K -2,415 -9%
BCA
40
Bray Capital Advisors
Florida
$1.21M +$107K +2,185 +10%
SSWM
41
Smith Salley Wealth Management
North Carolina
$1.2M +$251K +5,117 +29%
ACA
42
Atlas Capital Advisors
Wyoming
$1.13M +$500K +10,192 +89%
PP
43
Professional Planning
California
$1.04M +$980K +19,964 New
AWA
44
Arkadios Wealth Advisors
Georgia
$964K +$2.7K +55 +0.3%
FA
45
FMA Advisory
Pennsylvania
$943K +$14.4K +294 +2%
SPC
46
Sigma Planning Corp
Michigan
$936K +$215K +4,387 +32%
KPWS
47
Kestra Private Wealth Services
Texas
$931K +$60.4K +1,230 +7%
BWM
48
Birchcreek Wealth Management
Ohio
$771K +$726K +14,798 New
SS
49
Sunbelt Securities
Texas
$740K +$345K +7,028 +98%
MA
50
Mutual Advisors
Nebraska
$737K +$31.3K +638 +5%

FIDU Hedge Fund Activity: Q1 2021 in Review

111 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2021, worth a combined $243M — up 22% from $199M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FIDU positions and 11 closed out — a net gain of 9 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.4M. The largest seller was HBW Advisory Services, cutting an estimated $5.04M.

  • 111 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2021, up from 102 in Q4 2020.
  • Funds reported $243M of Fidelity MSCI Industrials Index ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 20 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2021 was Commonwealth Equity Services, an estimated $10.4M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2021 was HBW Advisory Services, an estimated $5.04M sold.

Based on aggregated 13F filings for Q1 2021.