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Fidelity MSCI Industrials Index ETF

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.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 24

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $243M → $286M (+$42.7M)

5% more funds holding

Funds holding: 111116 (+5)

0.58% more ownership

Funds ownership: 32.16%32.74% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
2.02%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$3.49M +$1.15M +21,198 +49%
TCM
27
Traynor Capital Management
Pennsylvania
$3.21M +$277K +5,105 +10%
AWM
28
Avior Wealth Management
Nebraska
$3.05M -$206K -3,803 -6%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.71M +$903K +16,667 +50%
RJA
30
Raymond James & Associates
Florida
$2.52M +$93.6K +1,728 +4%
EF
31
Empowered Funds
Pennsylvania
$2.4M +$2.39M +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
$2.25M +$1.49M +27,447 +194%
SIA
35
Soltis Investment Advisors
Utah
$2.19M +$35.9K +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 +$960K +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 +$1.23M +22,791 +690%
IA
43
IFP Advisors
Florida
$1.42M +$1.35M +24,886 +2,281%
SSWM
44
Smith Salley Wealth Management
North Carolina
$1.34M +$88.3K +1,630 +7%
BCA
45
Bray Capital Advisors
Florida
$1.33M +$77.2K +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
$1.01M +$45.7K +844 +5%

FIDU Hedge Fund Activity: Q2 2021 in Review

116 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q2 2021, worth a combined $286M — up 18% from $243M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FIDU positions and 10 closed out — a net gain of 5 holders — while 63 added to existing stakes and 24 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $6.24M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.71M.

  • 116 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q2 2021, up from 111 in Q1 2021.
  • Funds reported $286M of Fidelity MSCI Industrials Index ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Industrials Index ETF positions in Q2 2021 and 10 closed out, a net change of +5 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q2 2021 was B. Riley Wealth Advisors, an estimated $6.24M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $5.71M sold.

Based on aggregated 13F filings for Q2 2021.