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Fidelity MSCI Industrials Index ETF
FIDU

Overview Fund Activity

116 hedge funds and large institutions have $286M invested in Fidelity MSCI Industrials Index ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
63
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$6.25M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.4M
3
MFM
3
Mirsky Financial Management
New York
$4.62M
4
Wells Fargo
4
Wells Fargo
California
$7.43M
5
QAM
5
Q3 Asset Management
Michigan
$4.67M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.36M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
AW
4
ACG Wealth
Georgia
$207K
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$3.49M +$1.15M +21,198 +49%
TCM
27
Traynor Capital Management
Pennsylvania
$3.21M +$279K +5,105 +10%
AWM
28
Avior Wealth Management
Nebraska
$3.05M -$206K -3,803 -6%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.72M +$904K +16,667 +50%
RJA
30
Raymond James & Associates
Florida
$2.52M +$93.7K +1,728 +4%
EF
31
Empowered Funds
Pennsylvania
$2.4M +$2.4M +44,201 New
ASN
32
Advisory Services Network
Georgia
$2.3M +$172K +3,167 +8%
VWM
33
Venturi Wealth Management
Texas
$2.27M -$3.25K -60 -0.1%
MA
34
Mutual Advisors
Nebraska
$2.26M +$1.49M +27,447 +194%
SIA
35
Soltis Investment Advisors
Utah
$2.19M +$36K +663 +2%
ECM
36
Exchange Capital Management
Michigan
$2.17M -$52.2K -963 -2%
HAS
37
HBW Advisory Services
California
$1.96M +$40.5K +747 +2%
SPC
38
Sigma Planning Corp
Michigan
$1.94M +$961K +17,730 +99%
EWM
39
EPG Wealth Management
Georgia
$1.9M +$31.9K +588 +2%
HCA
40
Heck Capital Advisors
Wisconsin
$1.58M -$33.9K -626 -2%
LA
41
Lynch & Associates
Indiana
$1.47M +$59.9K +1,105 +4%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$1.24M +22,791 +690%
IA
43
IFP Advisors
Florida
$1.42M +$1.36M +24,886 +2,281%
SSWM
44
Smith Salley Wealth Management
North Carolina
$1.34M +$88.4K +1,630 +7%
BCA
45
Bray Capital Advisors
Florida
$1.33M +$77.3K +1,425 +6%
PP
46
Professional Planning
California
$1.33M +$250K +4,610 +23%
SW
47
SVB Wealth
Massachusetts
$1.32M -$150K -2,770 -10%
ST
48
Spinnaker Trust
Maine
$1.28M +$1.28M +23,682 New
CA
49
CSM Advisors
Pennsylvania
$1.13M +$1.13M +20,900 New
KPWS
50
Kestra Private Wealth Services
Texas
$1.02M +$45.8K +844 +5%
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