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Fidelity MSCI Industrials Index ETF

123 hedge funds and large institutions have $251M invested in Fidelity MSCI Industrials Index ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% less ownership

Funds ownership: 31.51%30.29% (-1.2%)

8% less funds holding

Funds holding: 133123 (-10)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

14% less capital invested

Capital invested by funds: $290M → $251M (-$39.3M)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
-10
Holders Change %
-7.52%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
38
Reduced
43
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.47M -$616K -11,588 -20%
PPW
27
Pinnacle Private Wealth
Massachusetts
$2.25M -$88.1K -1,656 -4%
SPC
28
Sigma Planning Corp
Michigan
$2.22M +$144K +2,709 +7%
Morgan Stanley
29
Morgan Stanley
New York
$2.11M -$769K -14,456 -27%
EWM
30
EPG Wealth Management
Georgia
$2.02M +$44K +828 +2%
ECM
31
Exchange Capital Management
Michigan
$2M -$46.6K -877 -2%
CA
32
Crumly & Associates
Illinois
$1.74M -$456K -8,575 -21%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.68M +$183K +3,447 +12%
HCA
34
Heck Capital Advisors
Wisconsin
$1.67M -$26.1K -491 -2%
ACA
35
Atlas Capital Advisors
Wyoming
$1.66M +$678K +12,755 +71%
LA
36
Lynch & Associates
Indiana
$1.56M +$72.9K +1,371 +5%
LA
37
Lifeworks Advisors
Michigan
$1.51M +$569K +10,701 +62%
KPWS
38
Kestra Private Wealth Services
Texas
$1.39M +$81K +1,523 +6%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.32M -$1.08M -20,255 -45%
BCA
40
Bray Capital Advisors
Florida
$1.32M
SSWM
41
Smith Salley Wealth Management
North Carolina
$1.26M -$473K -8,898 -27%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1.18M +$125K +2,343 +12%
SW
43
SVB Wealth
Massachusetts
$1.17M -$93.2K -1,753 -7%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.17M -$6.29M -118,184 -84%
CA
45
CSM Advisors
Pennsylvania
$1.13M
MA
46
Maxele Advisors
Missouri
$1.1M -$35.5K -667 -3%
TRCT
47
Tower Research Capital (TRC)
New York
$1.02M +$558K +10,494 +124%
Goldman Sachs
48
Goldman Sachs
New York
$984K -$842K -15,838 -46%
BWM
49
Birchcreek Wealth Management
Ohio
$918K -$115K -2,155 -11%
SS
50
Sunbelt Securities
Texas
$911K -$44.6K -839 -5%

FIDU Hedge Fund Activity: Q1 2022 in Review

123 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Industrials Index ETF (FIDU) for Q1 2022, worth a combined $251M — down 14% from $290M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FIDU and 21 opened new positions — a net loss of 6 holders — while 43 trimmed existing stakes and 38 added.

The largest buyer was Bank of America, adding an estimated $11.3M. The largest seller was Vicus Capital, exiting entirely with an estimated $9.61M sold.

  • 123 institutional investors held Fidelity MSCI Industrials Index ETF (FIDU) as of Q1 2022, down from 133 in Q4 2021.
  • Funds reported $251M of Fidelity MSCI Industrials Index ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Industrials Index ETF positions in Q1 2022 and 27 closed out, a net change of -6 holders.
  • The largest Fidelity MSCI Industrials Index ETF buyer in Q1 2022 was Bank of America, an estimated $11.3M added.
  • The largest Fidelity MSCI Industrials Index ETF seller in Q1 2022 was Vicus Capital, an estimated $9.61M sold.

Based on aggregated 13F filings for Q1 2022.