We are live on ! Find out more
FIDU icon

Fidelity MSCI Industrials Index ETF

133 hedge funds and large institutions have $290M invested in Fidelity MSCI Industrials Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

15% more funds holding

Funds holding: 116133 (+17)

10% more capital invested

Capital invested by funds: $263M → $290M (+$27.2M)

0.53% less ownership

Funds ownership: 32.04%31.51% (-0.53%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
48
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
26
Silverleafe Capital Partners
Tennessee
$2.74M +$2.69M +48,702 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.6M +$91.2K +1,648 +4%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.54M +$913K +16,493 +58%
PPW
29
Pinnacle Private Wealth
Massachusetts
$2.44M +$2.4M +43,405 New
SIA
30
Soltis Investment Advisors
Utah
$2.37M +$26.3K +475 +1%
SPC
31
Sigma Planning Corp
Michigan
$2.17M +$38.1K +688 +2%
CA
32
Crumly & Associates
Illinois
$2.15M -$2.14M -38,760 -49%
ECM
33
Exchange Capital Management
Michigan
$2.13M -$73.4K -1,326 -3%
LNC
34
Lincoln National Corp
Pennsylvania
$2.11M +$139K +2,518 +7%
EWM
35
EPG Wealth Management
Georgia
$2.06M +$33.9K +613 +2%
Goldman Sachs
36
Goldman Sachs
New York
$1.92M +$1.89M +34,132 New
SSWM
37
Smith Salley Wealth Management
North Carolina
$1.82M +$128K +2,313 +8%
HCA
38
Heck Capital Advisors
Wisconsin
$1.77M +$14.8K +267 +0.9%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.6M +$74.9K +1,353 +5%
ST
40
Spinnaker Trust
Maine
$1.57M +$134K +2,424 +9%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.56M +$25K +451 +2%
LA
42
Lynch & Associates
Indiana
$1.55M +$43.8K +791 +3%
WGCA
43
Wolf Group Capital Advisors
Virginia
$1.49M +$1.46M +26,430 New
HAS
44
HBW Advisory Services
California
$1.48M -$127K -2,290 -8%
BCA
45
Bray Capital Advisors
Florida
$1.38M
KPWS
46
Kestra Private Wealth Services
Texas
$1.37M +$128K +2,305 +10%
SW
47
SVB Wealth
Massachusetts
$1.32M -$42.3K -764 -3%
FTUS
48
Flow Traders U.S.
New York
$1.2M +$693K +12,522 +142%
MA
49
Maxele Advisors
Missouri
$1.19M +$1.17M +21,137 New
CA
50
CSM Advisors
Pennsylvania
$1.17M